"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
Earnest Analytics
信息服务
New York，NY 4,811 位关注者
Consumer and healthcare data for companies and investors.
关于我们
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.
- 网站
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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
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2012
地点
Earnest Analytics员工
动态
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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
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How will Forever 21's bankruptcy shift the fast fashion market? Read our analysis > https://lnkd.in/dEWUa8Vm
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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
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Growth Strategy & Marketing Head | Alt-Data | Private Equity & VC | Consumer Brands | Fintech & SaaS | ex-Goldman Sachs
If you're a #consumerbrand in 2025, you should be laser focused on communicating #value. ?? The data is backing this up. Earnest Analytics retail pricing data shows how UNIQLO avoids the discounting "drain." This is consistent with other spending trends we are seeing as consumers seek deals amid economic uncertainty. Interesting work out by Joan Kennedy on how brands can communicate value. Check out the full The Business of Fashion case study > https://lnkd.in/d6TyrxYQ #ConsumerInsights #CustomerBehavior #PrivateEquity #VentureCapital #GrowthEquity #PEPortfolio #GrowthStrategy #RevenueGrowth #AlternativeData #SaaS
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“Nothing materially changed from an import perspective for Temu and SHEIN during February, and yet customers made fewer transactions during that period. The later recovery suggests this pullback could have been more news-driven than fundamentals-driven.” —Earnest's Michael Maloof spoke to Business Insider on the impact of recent tariffs and de minimis changes: https://lnkd.in/epYsFvwr
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?? Carvana sold around 42,740 cars in February, a 65.1% YoY increase, according to?Earnest Auto Sellers web data. In comparison, competitors Lithia (new to Earnest Auto Sellers coverage) and Carmax grew their sales 13.4% YoY and -5.7% YoY, respectively. Full report > https://lnkd.in/gSKQ-f_3
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Counting down the days until Shoptalk 2025 in Mandalay Bay, Vegas! Reach out to schedule time with the Earnest team.
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Growth Strategy & Marketing Head | Alt-Data | Private Equity & VC | Consumer Brands | Fintech & SaaS | ex-Goldman Sachs
Tariffs and #deminimis exception changes have not ~actually~ targeted SHEIN or Temu yet. But the news alone may have dissuaded customers from spending anyway. Shein's US active customer growth between weeks ended February 1st and February 15th fell from 25.1% YoY to 9.4% YoY. Temu customers using the platform worsened from -3.1% YoY to -9.0% YoY during the same period. To reiterate, the de minimis exception is still in effect. Shein and Temu have yet to be impacted directly by new #tariffs. But uncertainty in trade policy could be dissuading customers anyway. Read more> https://lnkd.in/eMhDGDW4
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"A report from Earnest Analytics last year also found that On and its newer fellows, including Vuori and Alo Yoga, were?taking share from each other?in addition to larger competitors like Nike," reports Retail Dive: https://lnkd.in/e5AWETZB