Earnest Analytics

Earnest data is the gold standard for investors looking to test investment theses. Try Earnest Dash for free here: https://lnkd.in/ey7KGE8J

Earnest Analytics called Brinker International’s quarterly beat weeks in advance. The key driver? Exceptional growth from the Chili's brand. Credit card data showed their focus on value separated it from the Casual Dining pack. The biggest surprise... #GenZ was the fastest growing Chili’s segment. Makes sense given there are around 150 million posts on TikTok are dedicated to Chili’s Triple-Dipper. Read our full restaurant rankings report> https://lnkd.in/gJwC-kif

"Even Americans looking for bargains have been heading to Temu, which according to Earnest Analytics, had nearly 17% of the US online discount store market as of last November." Via Yahoo Finance: https://lnkd.in/e3_6_JGG

Gonna say it: the news that DeepSeek AI will put pricing pressure on paid AI Tools is overblown. Average monthly transaction sizes for AI Tools have fallen every month but one in the last 12 months 📉 according to Earnest Analytics credit card data. The rise of ChatGPT's Pro and other high priced plans hid the fact that the industry was already facing pricing pressure 😣 https://lnkd.in/e5Aq8qKA The level of efficiency of the DeepSeek AI model is stunning, but the market pressures were inevitable. #Chatgpt #ai #ainews #creditcardata #consumerbehavior

"Egg prices rose 28% year-over-year during early January 2025, with the average price hitting $6.30 per dozen across major brands, according to Earnest Analytics." —Forbes: https://lnkd.in/exEai7GV

Google's #Gemini still has a ways to go to catch up to #AI market leader ChatGPT, reports The Wall Street Journal's Miles Kruppa. Full article here: https://lnkd.in/df2ETaKF

🚀 Deposits onto Coinbase surged 197% YoY in November. The acceleration largely came after the US #election, with the promise of a more #crypto-friendly administration. Full report > https://lnkd.in/d-zXJyvt

🚗 Despite only operating on surface roads, over 14% of SF rideshare dollars went to Waymo in the first two weeks of January. Waymo’s share gains have mostly come at the expense of Uber. Full report > https://lnkd.in/eGjsuDhH

It's always a pleasure sitting down with the experts at The Business of Fashion. This time Yola Mzizi and I talked about the race for the next great product discovery shopping platform. TL;DR TikTok Shop is back online for now, but uncertainty around the app's future could lead to bigger investments in alternatives like Whatnot, Pinterest, and Snap Inc. https://lnkd.in/d_dX_Pwt Earnest Analytics #consumerbehavior #retailtrends #tiktok

🥚 The egg industry is currently facing a significant shortage, which has driven egg prices to soar by 28% year-over-year (YoY) during the first 13 days of January. According to Earnest Scanner Consumer Packaged Goods (CPG) product data, this marks the highest YoY price increase since mid-2023. Full analysis > https://lnkd.in/e6_ydKHg #eggshortage #cpg #pricingdata