Earnest Insights

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

Travel’s Roadmap to Recovery
As summer begins, is travel poised to recover from its near-death experience last year?
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Will It Work Out for Gyms?

What the post-COVID future looks like for gyms and home fitness.

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Dining In, Still Some Reservations

Analyzing the regional differences in food spend behavior.

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The (Un)Vaccinated Consumer

How local economies are responding to the vaccine rollouts.

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Exodus Refresh: Coming Back Home?

Revisiting our foot traffic analysis of COVID-driven migration.

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Stimulus: Third Time’s the Charm

Analyzing the impact of the third and largest-to-date stimulus payout.

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The COVID Consumer, One Year Later

As we pass the anniversary of the start of the pandemic, we examined how consumer behavior has changed from then to now.

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Texas Spending Outage

How the power outages in Texas have impacted consumer behavior.

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Earnings by Earnest: 4Q 2020

Tracking management commentary for 4Q20 with our data products.

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Stimulus Round 2: A Booster Shot for Retail?

We analyzed how the second round of stimulus payouts affected consumer spending.

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Spending in a Pandemic Across the US, UK, and Germany

We partnered with Fable Data to assess consumer spending trends across the US, UK, and Germany.

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Full Holiday 2020 Reviewed

A refresh of our earlier look at holiday performance, now including the full season.

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Early Holiday Performance Reviewed

Analyzing the early holiday season with spend, foot traffic, and retail pricing data.

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2020 Retail Ranking: Black Friday and Cyber Monday

We identified First Choice Retailers during 2020’s Black Friday and Cyber Monday sales season.

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Earnings by Earnest: 3Q 2020

Tracking management’s commentary on 3Q ’20 earnings for Shopify, Cheesecake Factory, Wayfair, and PulteGroup.

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DoorDash’s Future of “Local”

Breaking down the company’s S-1 with comparisons to our own spend data.

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Airbnb’s S-1: A COVID Threat or Opportunity?

Ahead of Airbnb’s IPO, we reviewed the company’s S-1 against our spend data.

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Will the COVID Shopper Return?

The pandemic has driven shoppers online—but are brands retaining them? We investigate.

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COVID’s Urban Exodus

With foot traffic data, we analyzed migration patterns in and out of large cities.

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Academy Sports’ COVID-driven IPO

In light of their upcoming IPO, we analyzed the retailer’s performance during COVID.

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A Stunted (But Higher Priced) Back to School Season: Part 2

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

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