Latest Insights from our Data Team
Macro | Aug 6, 2020 Weekdays are the New Weekend
Using daypart data, we analyzed COVID disruptions to restaurants.
Macro | Jul 23, 2020 From Reopening to Resurgence: Part Two
We continue to monitor consumer response to spikes in COVID cases across states.
Macro | Jul 9, 2020 From Reopening to Resurgence: Part One
Are consumers returning to spending behaviors observed during initial lockdown?
Macro | Jul 6, 2020 Leaving Las Vegas: Foot Traffic on and off the Strip
Analyzing the road to recovery for casinos on and off The Strip.
Macro | Jun 17, 2020 Measuring State Reopenings: Part 3
A further dive into state reopenings during COVID-19 and the impact of nationwide protests.
Macro | Jun 3, 2020 Measuring State Reopenings: Part Two
Analysis of state economic activity by region and channel as stay-at-home orders expire.
Macro | May 20, 2020 Where States Stand: Measuring the Reopenings One Step at a Time
Measuring state reopenings during COVID-19 using foot traffic and spend data.
Earnings by Earnest | May 19, 2020 Earnings by Earnest: 1Q 2020
Tracking management's commentary on 1Q 20 earnings for Target, Wayfair, Shake Shack, J.C. Penney,
Macro | Apr 29, 2020 Retail’s COVID-19 Lifeline: E-commerce. Will It Help?
As retail stores shut down due to coronavirus, can e-commerce provide a lifeline?
Macro | Apr 15, 2020 Measuring the COVID-19 Impact on Consumer Foot Traffic
Measuring the impact of Covid-19 on consumer foot traffic at restaurants, retailers and travel
Macro | Apr 8, 2020 Coronavirus is Changing How We Spend Money. Part 3.
Comfort foods, grocery, meal kits, and restaurant performance in the time of coronavirus.
Macro | Apr 7, 2020 Home and Car Sales in Quarantine
How has Covid-19 impacted the U.S. homebuilding industry and car dealership sales?
Macro | Mar 25, 2020 Coronavirus is Changing How We Spend Money. Part 2.
Coronavirus is impacting consumer spend across travel, grocery, food delivery, restaurant and e-commerce verticals.
Macro | Mar 10, 2020 Coronavirus is Changing How We Spend Money.
How is Coronavirus impacting consumer spending, including travel, restaurants, grocers, food delivery and more?
Technology | Feb 26, 2020 IPO Roundup 2020
Earnest data looks at the upcoming IPOs of Airbnb, Doordash, Postmates, Instacart, Cole Haan,
Earnings by Earnest | Feb 25, 2020 Earnings by Earnest: 4Q 2019
Tracking management's commentary on 4Q 19 earnings for WW, NY Times, Sally Beauty, Tractor
Technology | Feb 11, 2020 Disney+ Just Can’t Wait to be King (of Streaming)
An analysis of the OTT Video market after the launch of Disney+ in November
Technology | Feb 11, 2020 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
Technology | Feb 3, 2020 Casper’s S-1 & Investor Insomnia
How does Casper stack up in the DTC mattress market?
Retail | Feb 3, 2020 Looking for Safe Harbor: What Happened to Pier 1?
What factors led to Pier 1 store closures and layoffs?