Latest Insights from our Data Team
Retail | Jan 8, 2021 Full Holiday 2020 Reviewed
A refresh of our earlier look at holiday performance, now including the full season.
Retail | Dec 17, 2020 Early Holiday Performance Reviewed
Analyzing the early holiday season with spend, foot traffic, and retail pricing data.
Retail | Dec 10, 2020 2020 Retail Ranking: Black Friday and Cyber Monday
We identified First Choice Retailers during 2020's Black Friday and Cyber Monday sales season.
All Posts | Dec 9, 2020 Earnings by Earnest: 3Q 2020
Tracking management's commentary on 3Q '20 earnings for Shopify, Cheesecake Factory, Wayfair, and PulteGroup.
Food & Dining | Dec 3, 2020 DoorDash’s Future of “Local”
Breaking down the company's S-1 with comparisons to our own spend data.
Technology | Nov 30, 2020 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.
Retail | Nov 19, 2020 Will the COVID Shopper Return?
The pandemic has driven shoppers online—but are brands retaining them? We investigate.
All Posts | Oct 22, 2020 COVID’s Urban Exodus
With foot traffic data, we analyzed migration patterns in and out of large cities.
Retail | Sep 25, 2020 Academy Sports’ COVID-driven IPO
In light of their upcoming IPO, we analyzed the retailer's performance during COVID.
Macro | Sep 24, 2020 A Stunted (But Higher Priced) Back to School Season: Part 2
A refresh of our back-to-school analysis, now with Retail Pricing data.
Earnings by Earnest | Sep 2, 2020 Earnings by Earnest: 2Q 2020
Tracking management's commentary on 2Q '20 earnings for Six Flags, Lyft, Abercrombie, and Etsy.
Macro | Aug 20, 2020 A Stunted Back to School Season: Part One
An early look at back to school retailers during COVID-19.
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,