Latest Insights from our Data Team

| 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.
| 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.
| Will the COVID Shopper Return?
The pandemic has driven shoppers online—but are brands retaining them? We investigate.
| COVID’s Urban Exodus
With foot traffic data, we analyzed migration patterns in and out of large cities.
| Academy Sports’ COVID-driven IPO
In light of their upcoming IPO, we analyzed the retailer's performance during COVID.
| Earnings by Earnest: 2Q 2020
Tracking management's commentary on 2Q '20 earnings for Six Flags, Lyft, Abercrombie, and Etsy.
| Weekdays are the New Weekend
Using daypart data, we analyzed COVID disruptions to restaurants.
| From Reopening to Resurgence: Part Two
We continue to monitor consumer response to spikes in COVID cases across states.