A US federal judge has barred companies from producing generic copies of popular weight loss drugs Zepbound and Mounjaro. The ruling will likely impact telehealth brands like hims & hers and Ro, who so far have seen accelerated sales growth thanks to the launch of their respective compounded GLP-1 offerings. https://lnkd.in/ex7KJBbA
Earnest Analytics
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New York，NY 4,787 位关注者
Consumer and healthcare data for companies and investors.
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Earnest Analytics’ AI-powered Dash platform surfaces real-time earnings predictions, sales growth, customer retention, market share, and macroeconomic insights. Access credit card, consumer goods, web pricing, medical procedure, prescription drug, and mobile location data all in one place with Earnest.
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https://www.earnestanalytics.com
Earnest Analytics的外部链接
- 所属行业
- 信息服务
- 规模
- 51-200 人
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- New York，NY
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- 私人持股
- 创立
- 2012
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Earnest Analytics员工
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VP | Head of Marketing | Tech | 10 years in growth strategy and thought leadership | Ex-Goldman Sachs
In this period of sweeping #tariffs and other #macro changes, it's easy to forget that stocks are still moving on their fundamentals. Starbucks (SBUX) stock is down over 3% on the day (March 6) as news that its turnaround is stalling ? . SPY is down 1%. Earnest Analytics data shows that Starbucks continues to lose share of wallet to competitors. More concerningly, reloads onto the venerated #Starbuckscard, a measure of spending by its most loyal customers, remain below year ago levels. ?? Read more>https://lnkd.in/ey9vMB9G
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What were the results of the Feb 28 Economic Blackout? Here's what the data shows: https://lnkd.in/djEgiK8d
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#Peloton (PTON) is the undisputed leader in At-Home Fitness spending, commanding an increasing lead in a shrinking market. The company maintained its 51% market share in 2024, up from 49% two years prior. Read more: https://lnkd.in/esewbZN8
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"Compared to last year, egg prices increased by 28%, averaging $6.30 a dozen, as per Earnest Analytics," writes Global Brands Magazine. Here's how customers are adjusting: https://lnkd.in/gc6BDf5x
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The Business of Fashion cites Earnest data in their report of Coupang's management of FARFETCH: https://lnkd.in/eUCtEz-t
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The QSR category faced mixed results in 2024 as brands relied on value deals to counter declining sales. Taco Bell stood out, maintaining high single-digit sales growth on a trailing-12-month (T12M) basis. Read more > https://lnkd.in/dAunkuKn
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? Wellness wearables like ōURA outgrew Home Fitness, Gyms, and Fitness Classes in 2024. Read more > https://lnkd.in/eEppMb_j
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Uber's lawsuit against DoorDash comes as "DoorDash currently controls 63 percent of the market, while Uber holds about 25 percent, according to Earnest Analytics," reports Food On Demand: https://lnkd.in/exbeHjMx
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"Temu’s success isn’t an existential threat to Amazon. The pain has?fallen most sharply?on hobby shops, arts and craft stores and discounters such as Dollar General and Dollar Tree, according to research firm Earnest Analytics." —Bloomberg: https://lnkd.in/eDTz7MwH