| Coinbase Coining it In
With Coinbase ($COIN) filing their S-1 we looked at the pattern of US deposit
| Valentine’s for Bumble
It seems that not even a global pandemic can keep people off dating apps
| DoorDash’s Future of “Local”
Breaking down the company's S-1 with comparisons to our own spend data.
| 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
| Petco’s IPO
With news of Petco planning to IPO (again) we looked at how they’ve performed
| Mission Produce’s IPO
While our Spend data isn’t able to capture basket level detail and the number
| Albertson’s IPO
Following the shelter in place driven boom in grocery, Albertson’s filed their S-1 with
| IPO Roundup 2020
Earnest data looks at the upcoming IPOs of Airbnb, Doordash, Postmates, Instacart, Cole Haan,
| Casper’s S-1 & Investor Insomnia
How does Casper stack up in the DTC mattress market?
| Cycling through Peloton’s S-1
How fast is Peloton growing and how well is it retaining customers?
| Chewy.com IPOs with Bark, Bite and Billions
How does Chewy stack up against competitors like Petco, Petsmart and Pet Supplies Plus?
| Lyft – Uber Competitive Insights
While Lyft may have beaten Uber to IPO first, how are the two companies
| Stitch Fix IPO: Customer Growth, Health and Wallet Share
Online styling service Stitch Fix is about to IPO. Is the company picking up