Prototype · illustrative data · fictional companiesNot investment research · not for distribution

AI Signal Gauge · standalone page

Vantage Retail Group (VNTG)

Filings-based rating of whether a company’s AI is earning its cost · quarterly · two cohorts

View inside a platform →

AI Signal Gauge for VNTG

Application

Insufficient disclosure

Not enough is disclosed to score this company honestly. This is a rating state, not a middle score.

Factor checklist

next input: 10-K, Apr 2027

Gross margin vs cohortindex-adjusted trajectory
Retail margin · AI cost not separable from cost of goodsWhat would change this: Any disclosure of AI cost of revenue or AI-attributed revenue.
○Not disclosed
Inference Efficiency RatioAI revenue ÷ inference cost
Not disclosedWhat would change this: A breakout in the FY26 10-K.
○Not disclosed
Workflow positionItem 1, published rubric
Generic · "AI-powered personalisation" without operating detailWhat would change this: Item 1 describing where AI sits in the operation.
○Not disclosed
Claim–reality divergenceclaims vs. financial movement
Cannot be computed without a scoreable financial factorWhat would change this: Either financial factor above becoming scoreable.
○Not disclosed
Hidden reasoning activitynot observable from disclosure
Not measured
Not measured

Ranked within the Application cohort only · greyed rows are unmeasurable by designMethod →

Reality Bar · AI Infrastructure & Software ETF

illustrative · 100 holdings

Compounding: 11
Earning: 19
Neutral: 23
Leaking: 8
Talking: 14
Insufficient disclosure: 25

Coverage, stated

41 of 60 demo names fully scored · 19 return insufficient disclosure, 17 of them in the application cohort. The number is published on the method page and moves as disclosure improves.

What this rating is not

It does not measure tokens, cost per task or hidden reasoning. It measures what public filings allow: disclosed cost against a provider price index, where AI sits in the business, and whether the claims match the numbers.