Earnest Insights

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

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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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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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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