Latest Insights from our Data Team
All Posts | Jul 22, 2021 Airbnb, #1 Among OTAs & Hotels
As consumers begin to travel once again, Airbnb has maintained its stronghold in the
Retail | Jul 12, 2021 Torrid IPO: Plus-Size Market Performance & Customer Metrics
Market share, customer metrics, and CLTV for Torrid and other plus-size brands.
Retail | Jul 8, 2021 Retail Battle Royale: Amazon Prime Day 2021
Analyzing Amazon Prime Day's performance against other retail giants.
Macro | Jun 23, 2021 Back-to-Office, Back-to-Starbucks
Are people returning to the office? Foot traffic to Starbucks may provide a clue.
Earnings by Earnest | Jun 22, 2021 1Q 2021 Earnings Commentary
Tracking our data against management's earnings commentary for Square, Lululemon, Chewy, and TJX Companies.
Macro | May 27, 2021 Will It Work Out for Gyms?
What the post-COVID future looks like for gyms and home fitness.
Macro | May 20, 2021 Dining In, Still Some Reservations
Analyzing the regional differences in food spend behavior.
Macro | May 6, 2021 The (Un)Vaccinated Consumer
How local economies are responding to the vaccine rollouts.
Macro | Apr 22, 2021 Exodus Refresh: Coming Back Home?
Revisiting our foot traffic analysis of COVID-driven migration.
Macro | Apr 8, 2021 Stimulus: Third Time’s the Charm
Analyzing the impact of the third and largest-to-date stimulus payout.
Macro | Mar 18, 2021 The COVID Consumer, One Year Later
As we pass the anniversary of the start of the pandemic, we examined how
All Posts | Mar 1, 2021 Texas Spending Outage
How the power outages in Texas have impacted consumer behavior.
Earnings by Earnest | Feb 28, 2021 Earnings by Earnest: 4Q 2020
Tracking management commentary for 4Q20 with our data products.
Macro | Feb 8, 2021 Stimulus Round 2: A Booster Shot for Retail?
We analyzed how the second round of stimulus payouts affected consumer spending.
All Posts | Jan 20, 2021 Spending in a Pandemic Across the US, UK, and Germany
We partnered with Fable Data to assess consumer spending trends across the US, UK,
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.
Earnings by Earnest | 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.