| Earnings by Earnest: 2Q 2020
Tracking management's commentary on 2Q '20 earnings for Six Flags, Lyft, Abercrombie, and Etsy.
| Earnings by Earnest: 1Q 2020
Tracking management's commentary on 1Q 20 earnings for Target, Wayfair, Shake Shack, J.C. Penney,
| Earnings by Earnest: 4Q 2019
Tracking management's commentary on 4Q 19 earnings for WW, NY Times, Sally Beauty, Tractor
| Black Friday and Early Holiday Sales Reviewed
Black Friday and early Holiday sales reviewed in the context of the 2019 shortened
| Earnings by Earnest: 3Q 2019
Tracking management's commentary on 3Q 19 earnings for Grubhub, Netflix, Square, and Party City.
| Are You Still Watching?
Assessing the state of the OTT video market landscape ahead of the Disney+ and
| Stitch Fix Style Pass – Invite Only
Which customers did Stitch Fix target for its Style Pass rollout?
| Homework on Back-to-School
How did retailers perform during the 2019 Back-to-School shopping season?
| Cycling through Peloton’s S-1
How fast is Peloton growing and how well is it retaining customers?
| Can You Venmo Me?
How has the P2P Payments landscape evolved over the last few years?
| Earnings by Earnest: 1Q 2019
Tracking management's commentary on 1Q 19 earnings for Ulta, CarMax, H&M, and Lululemon.
| Behind the Ridesharing Wheel
How do Uber and Lyft drivers compare when it comes to loyalty and driver
| You Probably Owed Money to the IRS this Year
We investigated how changes to the tax code have impacted Americans across income brackets
| How did the 2018 Tax Reform Impacted Refunds and Spending?
How did the 2018 changes to the tax code impact Americans across income brackets
| Lyft – Uber Competitive Insights
While Lyft may have beaten Uber to IPO first, how are the two companies
| Alternative data provides clues of the future
Alternative Data Case Study: Beyond-the-topline transaction data on Lululemon
| Holidays in Review: The Omnichannel Experience
The 2018 holiday season showed a shift to omnichannel shopping. See our full analysis.
| Leveraging Alt-Data at Small-Medium Sized Funds
Funds with conservative research budgets can still integrate data into their investment strategy. Lorem
| Impact of Macy’s Store Closures
We looked into cities where Macy's closed stores to analyze the impact of liquidation