Latest Insights from our Data Team

| Airbnb, #1 Among OTAs & Hotels
As consumers begin to travel once again, Airbnb has maintained its stronghold in the
| Torrid IPO: Plus-Size Market Performance & Customer Metrics
Market share, customer metrics, and CLTV for Torrid and other plus-size brands.
| Retail Battle Royale: Amazon Prime Day 2021
Analyzing Amazon Prime Day's performance against other retail giants.
| Back-to-Office, Back-to-Starbucks
Are people returning to the office? Foot traffic to Starbucks may provide a clue.
| 1Q 2021 Earnings Commentary
Tracking our data against management's earnings commentary for Square, Lululemon, Chewy, and TJX Companies.
| Will It Work Out for Gyms?
What the post-COVID future looks like for gyms and home fitness.
| The (Un)Vaccinated Consumer
How local economies are responding to the vaccine rollouts.
| Exodus Refresh: Coming Back Home?
Revisiting our foot traffic analysis of COVID-driven migration.
| Stimulus: Third Time’s the Charm
Analyzing the impact of the third and largest-to-date stimulus payout.
| The COVID Consumer, One Year Later
As we pass the anniversary of the start of the pandemic, we examined how
| Texas Spending Outage
How the power outages in Texas have impacted consumer behavior.
| Stimulus Round 2: A Booster Shot for Retail?
We analyzed how the second round of stimulus payouts affected consumer spending.
| Spending in a Pandemic Across the US, UK, and Germany
We partnered with Fable Data to assess consumer spending trends across the US, UK,
| Full Holiday 2020 Reviewed
A refresh of our earlier look at holiday performance, now including the full season.
| Early Holiday Performance Reviewed
Analyzing the early holiday season with spend, foot traffic, and retail pricing data.
| 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: 3Q 2020
Tracking management's commentary on 3Q '20 earnings for Shopify, Cheesecake Factory, Wayfair, and PulteGroup.
| DoorDash’s Future of “Local”
Breaking down the company's S-1 with comparisons to our own spend data.