Nike stock has climbed over 40% in the last six months. The S&P 500 is up 18%. What will happen after Nike reports its earnings this Friday?This earnings season a key part of the equation is Nike’s digital health. Here’s why: At its last earnings report in September, Nike reported that digital sales exploded by 82%.
Shares in Lululemon have surged 57% year-to-date. That’s versus 14% for the S&P 500. Ahead of the Lululemon earnings call the big question for investors is: is there more room left to run? Here we explore LULU’s key digital trends to gain insight into its online health.
Food delivery giant DoorDash plans to list on the NYSE under the ticker ‘DASH’ on December 8, 2020. The company is hoping to raise up to $3.14B from the event, up from $2.8B previously. That would give it a value of $35B on a fully diluted basis
Black Friday and (the newer) Cyber Monday experience have become as synonymous with the Thanksgiving holiday as turkey, stuffing, and a Detroit Lions loss. However, like most things in 2020 (except the Lions losing), Black Friday and Cyber Monday felt different.
Travel has been hit hard by COVID, but in some — outdoor — locations, people are flocking to boutique hotels, outdoor camping sites, and other natural settings to get some long-overdue relaxation time. In the infographic below, we highlight five of the top growing destinations globally as of September 2020.
Ahead of the Peloton and Hello Fresh quarterly earnings reports we have used our data to explore some insights into the online performance of the companies: Monthly unique visitors (MUVs) to Peloton’s login domains in the US, UK and Canada dropped QoQ. Hello Fresh in the US receives more monthly unique visitors (MUVs) to its site than competitors and experienced 37.5% YoY growth in the quarter
Ahead of the Spotify and Wayfair quarterly earnings reports we have used our data to explore some insights into the online performance of the companies: Monthly unique visitors (MUVs) to open.spotify.com continued to grow in Q3. Strong YoY growth in visits to Wayfair’s payment page in all three international markets.
Amazon Prime Day has become an annual summer event that helps boost online shopping at an otherwise slow time of year. The two-day celebration, which marks it’s five-year anniversary, has lifted not only Amazon, but created a “halo effect” on other retailers, which hold parallel events (e.g. Target’s Deal Days and Chewy’s Blue Box Sale). As a result of COVID-19, Amazon was forced to push Prime Day 2020 from July to October, a decision that led many to wonder if the event would carry the same impact.
We are kicking off the Q3 earnings season with digital insights into Netflix and Twitter. Q3 is set to be a memorable one for Netflix. With the controversy surrounding the release of french movie “Cuties”, and the #CancelNetflix trending, expectations have been set low for the upcoming earnings report.
With the U.S. elections and the coronavirus pandemic diverting consumers’ attention away from the national to the regional level, understanding who’s winning and who’s moving up the ranks is crucial for both publishers and advertisers. Our infographic visualizes which news outlets in each state are seeing the strongest traffic numbers for August 2020, as well as the top keywords driving traffic to their sites.
With the Asana IPO coming up this week we have explored some digital trends to gain insight into the company’s health. As part of the analysis we looked at trends in the number of monthly visits to the site globally and competition in the US.
As one of the most important events of 2020, the upcoming U.S. presidential election will have a far-reaching impact on website monetization for news publishers and advertising networks. The race is heating up with both candidates investing heavily in paid marketing and looking to secure funding from supporters around the country.
This week we’re wrapping up our weekly earnings coverage for the 2Q earnings season with an interesting mix of companies ranging from retail to software. Best Buy, Dick’s Sporting Goods, and Ulta Beauty are the companies on the retail side, while Intuit, Autodesk, and Salesforce are the companies we are focusing on in the software domain.
In week six of earnings season, retail giants are stepping into the spotlight, and we’ve got earnings insights ahead of their reports. The six companies we’re covering today – Walmart, Target, Alibaba, Nvidia, Home Depot, and Lowe’s – have a total market capitalization of $1.8 trillion, so while the Apples and Microsofts of the world have already reported, now isn’t the time to tune off.
Now that most US megacorps have reported their earnings for 2Q, we turn our attention and focus to two of this year’s hottest IPOs and one of the most interesting European companies that are reporting earnings this week. While we often focus on American companies, given their market size, our data goes far beyond the borders of the North American continent, and earnings season is a great time to take a look at our friends across the pond.
The first half of 2020 was like no other in modern history. Physical lockdowns, food supply shortages, and a shift towards working from home are just a few examples of the impacts of the COVID-19 pandemic on millions of people worldwide. In this blog post, we revisited the Digital 100 list of most visited sites across key industries in the United States and look at how some of the best-in-class brands are paving the way as industry leaders.
Three weeks of earnings are now behind us, which means we’re officially entering the back half of this 2Q earnings season. This week, we’re highlighting SimilarWeb data on Roku, Wix, Wayfair, Carvana, Booking, and Etsy. The data presented below is Desktop only, unless explicitly stated otherwise.
In the upcoming week, an estimated 890 public companies will report their 2Q performance. While next week will have even a larger number of companies reporting, the world’s leading companies – including Apple, Amazon, Alphabet, and Facebook – will be reporting this week. As always, we’ve prepared digital insights on the companies that are reporting. This week, we have earnings insights on Apple, Paypal, Spotify, Shopify, Expedia, and Next UK. Keep in mind that all the data below is desktop data only.
During the shut-down in March and April, hospitals took a huge financial hit. Most of their revenue comes from non-life-threatening procedures, and these were halted causing US hospitals to lose more than $50 billion a month. Now that we’re facing a new wave of COVID-19, how will this affect hospitals looking forward? To get a clear picture, we looked at the general public’s interest in orthopedic procedures.
After Netflix and the banks kicked off earnings season last week, the companies reporting this week get a bit more diversified as different industries step into the spotlight. This week is the appetizer after last week’s amuse-bouche, and the next two weeks will constitute the main course of this earnings season.