Earnest Analytics

Peloton Interactive stays ahead in the at-home fitness race, reports EMARKETER: https://lnkd.in/dBynPjVk

With news of Forever 21 permanently closing, Modern Retail's Allison Smith dives into the fast fashion retailer's decline over the years, as well as which competitors stand to benefit: https://lnkd.in/eCf7Qavg

The movie subscription service MoviePass is back in business, but still struggling with unit economics. Using Earnest transaction data, Professor Daniel McCarthy (University of Maryland) breaks down the company's trajectory over the past decade: https://lnkd.in/d6SBtuf8

EarnestAI: Summaries are now available in our Dash platform! Clients can now read real-time data interpretations as they select custom data cuts. Reach out to learn more: https://lnkd.in/gAi-pWMd

Some key takeaways from our General Merchandise report: 1️⃣ Most large retailers are outperforming their respective categories—with Target the exception, likely impacted by boycotts. 2️⃣ Wealthier consumers are trading down, with high income earners outpacing other households at Discount & Dollar Stores. Read the full report >> https://lnkd.in/g_r9BSqE

Track real-time macro consumer spending for free. If you are an investor or corporate decision maker looking for clues on consumer spending at major categories only a few days after they swipe, Earnest Dash is waiting for you. Track consumer spending, transaction, and average ticket growth at department stores, restaurants, ecommerce, and dozens more categories on Earnest’s proprietary online platform. All weeks before government metrics are released. Start today >> https://lnkd.in/eynnvrkT #economy #macroeconomics #inflation #tariffs #tradewar

"Nearly everyone outside the top 10% of income earners is feeling squeezed...and cheap consumer goods are an outlet to exercise some agency," reports Business Insider's Emily Stewart. With tariffs threatening to raise the costs of once inexpensive items, how will Americans adjust their spending behavior? Read more: https://lnkd.in/e2qh2mpi

As it moves towards an IPO, Klarna has just unseated Affirm as Walmart's new buy-now-pay-later partner. What will this mean for the Swedish fintech and the BNPL market at large? Read more > https://lnkd.in/eGC3GEKk

How will Forever 21's bankruptcy shift the fast fashion market? Read our analysis > https://lnkd.in/dEWUa8Vm

Excited to announce the launch of Earnest Zip Code data! 📍 Earnest clients will now be able to measure the impact of store openings, assess consumer health, and benchmark store performance at the local level. Learn more: https://lnkd.in/epwjqsmb