Lastest Insights from our Data Team
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?
Food & Dining | Jan 7, 2020 A Recipe for Success?
DoorDash and Chick-fil-A team up for ghost kitchens.
Earnings by Earnest | Nov 19, 2019 Earnings by Earnest: 3Q 2019
Tracking management's commentary on 3Q 19 earnings for Grubhub, Netflix, Square, and Party City.
Food & Dining | Nov 11, 2019 Shake Shack and Grubhub Shack up
The data behind Shake Shack's partnership with Grubhub-Seamless. Did the burger chain choose the
Retail | Nov 6, 2019 Rent the Runway’s Newest Look — Refunds
How did Rent the Runway's recent inventory glitch impact orders, refunds, and competitors?
Technology | Oct 29, 2019 Are You Still Watching?
Assessing the state of the OTT video market landscape ahead of the Disney+ and
Retail | Oct 22, 2019 Stitch Fix Style Pass – Invite Only
Which customers did Stitch Fix target for its Style Pass rollout?
Retail | Oct 6, 2019 Homework on Back-to-School
How did retailers perform during the 2019 Back-to-School shopping season?
Technology | Sep 24, 2019 Cycling through Peloton’s S-1
How fast is Peloton growing and how well is it retaining customers?
Earnings by Earnest | Sep 6, 2019 Earnings by Earnest: 2Q 2019
Tracking management's commentary on 2Q 19 earnings for Lululemon, Kirkland's, Chico's, and L Brands.