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In anticipation of Airbnb’s IPO, we reviewed statements made in the company’s S-1 and compared them with our spend data of millions of de-identified US consumers. We’ve also added an appendix with a backtest of our data against the company reported GBV. Please reference for detail on biases and alignment with our data.

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January 11, 2021 / Investing

Nike or Adidas: Which shoe retailer has the better recovery game?

From Unacast
There is still a little time left on the clock, but a week before Christmas 2020 and right at the start of the 2021 NBA season, Nike continues to dominate Adidas in the COVID-19 recovery game. Since we last checked in mid-June, Nike has widened the gap, with total foot traffic at their outlet locations back to within 30% of 2019 levels. That’s up from -55% when we last checked the brand score.
January 6, 2021 / Investing

Boston Dynamics has Hyundai doing the robot

From LinkUp
2020 had one last dance move to bust out, and it will change the way you look at robotics, and think about the future. Boston Dynamics robots are dancing like no one is watching (though we know Elon Musk is keeping close tabs). The company’s fleet of robots are specializing and mastering new skills, and they are starting to sell. Their intimidating Spot the dog robot is currently up for grabs for $74,500 (with 400 already sold).
December 18, 2020 / Investing

Uber vs. Lyft: Who’s tops in the battle of U.S. rideshare companies

From Second Measure
When U.S. cities and states faced shelter-in-place orders to limit the spread of the coronavirus, Americans’ reduced mobility resulted in plummeting sales at rideshare companies. While rideshare sales have been gradually recovering over the past several months, November marked a decline for the first time since April. In November, Uber sales were down 67 percent year-over-year and Lyft sales were down 69 percent year-over-year.
December 18, 2020 / Investing

Airbnb’s Success in Forever Changing the Way We Stay

From Consumer Edge Research
After a wildly successful IPO, Airbnb looks to continue to build on its COVID-driven momentum. As traditional travel has slowed, Airbnb has become the preferred method of lodging for many Americans looking for what seems to them a safer way to get away from it all. But is the company’s recent growth sustainable?
December 16, 2020 / Investing, Business

Stitching Together the Pieces of the Stitch Fix Story

From Consumer Edge Research
The recent work-from-home trends have made daytime pajamas the norm and led to declining sales (and in some cases bankruptcy) for many business casual clothing brands. One company that seems to be bucking the trend is Stitch Fix, which recently reported surprisingly strong sales trends.
December 4, 2020 / Investing

DoorDash’s Future of “Local”

From Earnest Research
In anticipation of DoorDash’s IPO, we reviewed statements made in the company’s S-1 and compared them with our spend data of millions of de-identified US consumers. In-line with what’s referenced in the S-1, our data shows DoorDash captured nearly 50% of the food delivery market, an impressive \~35 point increase since January 2018. Grubhub was the primary victim, with its share going from 49% to 19% over the same period.
December 3, 2020 / Investing

Salesforce picking up Slack

From LinkUp
The rumor mill began churning last Thursday with rumblings that software giant Salesforce had interest in acquiring work tools company, Slack. Official news is expected soon – and we all wait with bated breath to see how this will impact our inter-office GIF strategies.
December 2, 2020 / Investing

How’s Snapchat Doing in 2020?

From MediaRadar
More than half of U.S. advertising is expected to be spent on digital advertising this year—with the strongest growth in social media, video, eCommerce and search. Snapchat is one of the social media platforms seeing this growth in action. It’s been a while since we checked in with Snap. How did it perform during Q3 and have there been any significant changes among its advertisers due to the pandemic?
December 1, 2020 / Investing

Airbnb’s S-1: A COVID Threat or Opportunity?

From Earnest Research
In anticipation of Airbnb’s IPO, we reviewed statements made in the company’s S-1 and compared them with our spend data of millions of de-identified US consumers. We’ve also added an appendix with a backtest of our data against the company reported GBV. Please reference for detail on biases and alignment with our data.
November 5, 2020 / Economy, Investing

No Q3 Comeback for Cross-Border Deal Activity in US

From Real Capital Analytics
Total U.S. investment activity improved to some degree in Q3 2020, with sales volume up more relative to Q2 2020 than normal seasonal patterns would suggest. Not so for cross-border investment. Deal volume for cross-border buyers edged lower in the third quarter.
November 3, 2020 / Investing

Earnings Insights for Q3 – Peloton & Hello Fresh

From Similarweb
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
October 26, 2020 / Investing

Earnings Insights for Q3 2020 – Spotify & Wayfair

From Similarweb
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.
October 19, 2020 / Investing

Earnings Insights for Q3 – Netflix and Twitter

From Similarweb
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.
September 29, 2020 / Investing

Asana IPO: Insights into Online Performance

From Similarweb
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.
September 29, 2020 / Investing

Academy Sports’ COVID-driven IPO

From Earnest Research
In anticipation of Academy Sports & Outdoors’ upcoming IPO, we analyzed the retailer’s market share, channel performance, the impact of its geographic profile, and shopper cohorts including recipients of the federally granted stimulus check. Additionally, we looked at sporting goods’ wallet share among Academy’s most vs. least loyal customers. Here’s what we found.
September 25, 2020 / Investing

Data Suggests Snowflake’s Rapid Growth Is Still In The Early Stages

From 7Park Data
Cloud data storage and analytics provider Snowflake set a new high bar on Wall Street this/last week with its IPO. The listing valued Snowflake at $70.4 billion – the largest in 2020, and the largest-ever for a software maker. It also earned the distinction as the biggest company to double its share price in a market debut. And although the company is not yet profitable, data sourced from our Cloud Infrastructure dataset indicates tremendous growth potential.
September 23, 2020 / Investing

September Credit Consensus Indicators (CCIs) – UK, EU and US Industrials

From Credit Benchmark
Credit Benchmark have released the September Credit Consensus Indicators (CCIs). The CCI is an index of forward-looking credit opinions for US, UK and EU Industrials based on the consensus views of over 30,000 credit analysts at 40 of the world’s leading financial institutions. The CCI tracks the total number of upgrades and downgrades made each month by credit analysts to chart the long-term trend in analyst sentiment for industrials.
September 11, 2020 / Economy, Investing

South Korea Retail Market On Track to Top APAC in 2020

From Real Capital Analytics
Over the first seven months of 2020, trading of retail assets has crumbled by more than half across all the major Asia Pacific economies bar one – South Korea. Should the current pipeline of deals close by year end, Korea’s 2020 retail investment total will surpass last year’s tally and could potentially become Asia Pacific’s biggest retail investment market, breaking the lock on the top three spots typically held by China, Japan and Australia.
September 10, 2020 / Investing

TravelCenters of America a Bright Spot for Commercial Real Estate Sector

From Advan
A recent article on Wall Street Journal by Peter Grant took an insightful look at how truck stops in the US have been boosted this year, in part due to the increase in demand for e-commerce and delivery. TravelCenters of America (NASDAQ: TA), the largest publicly listed operator of truck stops in the US, saw its share price increase 50% following its quarterly earning announcement in early August.
September 9, 2020 / Business, Investing

Starbucks and the Guide to Winning the Holidays

From Placer
Everything in retail has been turned upside down in 2020, so it’s exciting to see something continue as normal. Obviously, we’re talking about the unique power of Starbucks to leverage the calendar to its fullest advantage. And while even this success requires COVID-era context, it still emphasizes a strategic approach that will guide the success, or lack thereof, for many retailers in the coming months.