Earnest Insights

Featuring our team’s latest data-driven research on the retail, restaurant, and technology landscape, revealing the power of our data products.

Home and Car Sales in Quarantine
How has Covid-19 impacted the U.S. homebuilding industry and car dealership sales?
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Coronavirus is Changing How We Spend Money. Part 2.

Coronavirus is impacting consumer spend across travel, grocery, food delivery, restaurant and e-commerce verticals.

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Coronavirus is Changing How We Spend Money.

How is Coronavirus impacting consumer spending, including travel, restaurants, grocers, food delivery and more?

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IPO Roundup 2020

Earnest data looks at the upcoming IPOs of Airbnb, Doordash, Postmates, Instacart, Cole Haan, Topgolf and Casper.

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Earnings by Earnest: 4Q 2019

Tracking management’s commentary on 4Q 19 earnings for WW, NY Times, Sally Beauty, Tractor Supply Company, and Uber.

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Disney+ Just Can’t Wait to be King (of Streaming)

An analysis of the OTT Video market after the launch of Disney+ in November 2019.

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Valentine’s Day Disrupted: Venture-Backed Flower Firms Blossom as Incumbents Wither

Which flower delivery companies are poised to win and lose customers’ dollars this Valentines Day?

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Casper’s S-1 & Investor Insomnia

How does Casper stack up in the DTC mattress market?

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Looking for Safe Harbor: What Happened to Pier 1?

What factors led to Pier 1 store closures and layoffs?

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Full Review: 2019 Holiday

Our full 2019 holiday season report.

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A Recipe for Success?

DoorDash and Chick-fil-A team up for ghost kitchens.

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Black Friday and Early Holiday Sales Reviewed

Black Friday and early Holiday sales reviewed in the context of the 2019 shortened holiday period. 

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Earnings by Earnest: 3Q 2019

Tracking management’s commentary on 3Q 19 earnings for Grubhub, Netflix, Square, and Party City.

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Shake Shack and Grubhub Shack up

The data behind Shake Shack’s partnership with Grubhub-Seamless. Did the burger chain choose the best delivery partner?

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Rent the Runway’s Newest Look — Refunds

How did Rent the Runway’s recent inventory glitch impact orders, refunds, and competitors?

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Are You Still Watching?

Assessing the state of the OTT video market landscape ahead of the Disney+ and AppleTV+ launches.

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Stitch Fix Style Pass – Invite Only

Which customers did Stitch Fix target for its Style Pass rollout?

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Homework on Back-to-School

How did retailers perform during the 2019 Back-to-School shopping season?

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Cycling through Peloton’s S-1

How fast is Peloton growing and how well is it retaining customers?

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Earnings by Earnest: 2Q 2019

Tracking management’s commentary on 2Q 19 earnings for Lululemon, Kirkland’s, Chico’s, and L Brands.

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Politics Deflate SoulCycle Bookings

Our data shows that the SoulCycle boycotts had real impact on attendance.

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