| Full Holiday 2020 Reviewed
A refresh of our earlier look at holiday performance, now including the full season.
| Let it Snow!
Following yesterday’s influx of snow in the Northeastern U.S. our thoughts have turned to
| 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.
| Affirm to IPO Now, Not Later
With news of Affirm’s upcoming IPO, we looked at how the fintech company’s customers
| 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.
| IPO Bucks for Roblox
With news of Roblox (RBLX) announcing plans to IPO, we looked at spending on
| Will the COVID Shopper Return?
The pandemic has driven shoppers online—but are brands retaining them? We investigate.
| Petco’s IPO
With news of Petco planning to IPO (again) we looked at how they’ve performed
| Prime Day—Week? Year?
Among the many COVID-driven changes this year, Amazon decided to move its Prime Day
| COVID’s Urban Exodus
With foot traffic data, we analyzed migration patterns in and out of large cities.
| Aritzia’s eCommerce Story
Following Aritzia’s Q2 earnings and jump in stock price, we looked at how we
| Movie Theater Closures
Impacted by the further delay of the next Bond film, No Time to Die,
| 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.
| Measuring State Reopenings: Part Two
Analysis of state economic activity by region and channel as stay-at-home orders expire.