Latest Insights from our Data Team
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,
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