Earnest Insights

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

Athleisure and Fashion Resale buck the back to school spending slump

Part one of our 2022 back-to-school report.

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Budget grocers weather the inflation storm

How has inflation impacted grocery spend behavior?

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Consumer wallets shift from Online, Home to Gas

Where are American consumers shifting their dollars to?

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Inflation shakes up cereal market share

How has inflation impacted cereal sales and market share?

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Shoppers spending 2022 tax refunds on electronics and apparel

How tax refunds are impacting consumer behavior, and what this means for retailers.

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Shoppers pull back in wake of Russia-Ukraine War

How US consumers are behaving in the wake of the Russia-Ukraine conflict.

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The Future of Starbucks: New Products and Dayparts as Breakfast Traffic Resumes in 2022

How our data tracked against SBUX management commentary.

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Among new stocks, FinTech added most customers in 2021

Winners and losers of major consumer stocks that went public in 2021.

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Holiday Retail 2021 Full Performance: More Apparel and Early Shopping

The 2021 holiday retail season was largely driven by Apparel and November sales.

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Holiday Retail 2021 Data Shows Slowing Spend, Earlier Shopping So Far

Consumer spend and foot traffic trends for the 2021 holiday retail season.

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2021 Retail Ranking: Black Friday and Cyber Monday

The retail winners and losers of Black Friday and Cyber Monday 2021.

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Holiday Retail 2021 Data Shows More Visits, More Online

Reviewing preliminary performance for the early holiday retail season.

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Travel Not Yet Revived Heading into 2021 Holiday Season

Consumer trends for the Travel sector heading into the holidays.

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(Still Not) Back-to-Office, Back-to-Starbucks

Starbucks foot traffic indicates most Americans aren’t back-to-office.

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Dollar General Moves Upmarket with Popshelf

Dollar General is courting a higher-income customer with its new concept Popshelf.

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Back-to-School, But Not Back-to-Normal Just Yet

How retailers performed during the 2021 back-to-school shopping season.

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2Q 2021 Earnings Commentary

Tracking our data against earnings commentary for Kohl’s, Dick’s, The Children’s Place, and Ulta Beauty.

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Eyeing Warby Parker’s S-1

Reviewing Warby Parker’s S-1 against our Spend data.

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Child Tax Credit Spurs Early Back-to-School Spending

Here’s how the first Child Tax Credit payout has impacted back-to-school spending.

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Will COVID’s Home Spending Boom Last?

The Home sector was one of the biggest beneficiaries of the pandemic, but for how long?

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