Earnest Insights

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

Academy Sports’ COVID-driven IPO
In light of their upcoming IPO, we analyzed their performance during COVID.
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A Stunted (But Higher Priced) B2S Season: Part 2

A refresh of our back-to-school analysis, now with Retail Pricing data.

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Earnings by Earnest: 2Q 2020

Tracking management’s commentary on 2Q ’20 earnings for Six Flags, Lyft, Abercrombie, and Etsy.

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A Stunted Back to School Season: Part One

An early look at back to school retailers during COVID-19.

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Weekdays are the New Weekend

Using daypart data, we analyzed COVID disruptions to restaurants.

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From Reopening to Resurgence: Part Two

We continue to monitor consumer response to spikes in COVID cases across states.

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From Reopening to Resurgence: Part One

Are consumers returning to spending behaviors observed during initial lockdown?

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Leaving Las Vegas: Foot Traffic on and off the Strip

Analyzing the road to recovery for casinos on and off The Strip.

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Measuring State Reopenings: Part 3

A further dive into state reopenings during COVID-19 and the impact of nationwide protests.

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Measuring State Reopenings: Part Two

Analysis of state economic activity by region and channel as stay-at-home orders expire.

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Where States Stand: Measuring the Reopenings One Step at a Time

Measuring state reopenings during COVID-19 using foot traffic and spend data.

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Earnings by Earnest: 1Q 2020

Tracking management’s commentary on 1Q 20 earnings for Target, Wayfair, Shake Shack, J.C. Penney, and Neiman Marcus.

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Retail’s COVID-19 Lifeline: E-commerce. Will It Help?

As retail stores shut down due to coronavirus, can e-commerce provide a lifeline?

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Measuring the COVID-19 Impact on Consumer Foot Traffic

Measuring the impact of Covid-19 on consumer foot traffic at restaurants, retailers and travel businesses.

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Coronavirus is Changing How We Spend Money. Part 3.

Comfort foods, grocery, meal kits, and restaurant performance in the time of coronavirus.

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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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