Earnest Insights

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

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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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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