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Earnest Research's articles

  1. Data & Insights
Download full report Leonardo.ai–a differentiated visualization growing its share of wallet Access chart in Dash. A self-described “platform for creative production,” Leonardo.ai commanded about 47% of its own customers’ AI Tools spending in January 2024, relatively flat since November 2023  according to Earnest credit card data. This makes it somewhat rare among AI tools in […]
  1. Data & Insights
Track consumer spending for free Access chart in Dash. Earnest Analytics Spend Index powered by Orion transaction data fell below year-ago levels in December, with a slight deceleration in in-store exacerbated by a large deceleration in online. Active & Athleisure, Off-Price Department Stores, and Fashion Resale outperformed the broader apparel category, up mid-single digits YoY. […]
  1. Department: Consumer Durables
Track Active & Athleisure for free Access chart in Dash. Lululemon shoppers are increasing their spend at DTC Athleisure brands Alo Yoga and Vuori according to Earnest credit card data. This as student debt payments resume, reducing disposable income for younger customers, and despite a recent brand partnership deal with Peloton. Earnest’s share of wallet […]
  1. Shopper & Customer
Download full report: Chewy’s Battle to Retain Customer Loyalty Historically, Chewy’s revenue growth was largely driven by a growing customer count. However, following the pandemic boom, Net Sales per Active Customer (NSPAC) has become the larger contributor to top-line growth amid an elevated inflationary environment, while Chewy’s customer count growth has slowed dramatically.  According to […]
  1. Data & Insights
Track retail sales for free Key Takeaways Holiday sales declined 1.6% YoY in the first 29 days of the holiday season Black Friday to Cyber Monday sales grew 1.0% YoY Amazon and Walmart were shoppers’ favorite Black Friday-Cyber Monday brands Holiday sales remain weak after Black Friday, Cyber Monday Contact Sales for more details. Holiday sales […]
  1. Media & Marketing
Track Online Marketplace spending for free Access chart in Dash. Shein shoppers are replacing their Shein spending with spending directly on the TikTok app according to Earnest credit card data. The data suggests TikTok is no longer just for product discovery. The social media platform’s Shop is now processing meaningful gross merchandise value headed into […]
  1. Channel: Mass
Non-student loan borrowers outspent borrowers who previously took advantage of the now-expired payment pause (i.e. the Covid-Suspended cohort) by 100bps at Target and most Big Box Retailers in October, according to Earnest transaction data. Importantly, this borrower underperformance grew 130bps at Target and 50bps among all Big Box retailers from the end of CY 3Q23 […]
  1. Data & Insights
Key Takeaways Online Marketplaces like Temu and Amazon are outperforming Share of sales online is stable or rising across most categories Luxury and home goods are underperforming Holiday sales decline for first time in years Contact Sales for more details. Holiday sales are down 1.7% YoY in the first 8 days of the holiday season according […]
  1. Data & Insights
Earnest Analytic’s Director of Marketing, Michael Maloof, sat down with AlphaSense’s Nick Mazing to discuss AI applications in alternative data. Their conversation also highlighted the rollout of Earnest AI, the company’s new predictive AI application that can be layered on top of existing Earnest datasets. Michael Maloof on the evolution of machine-learning and AI usage […]
  1. Data & Insights
Sign up to explore EASI data and category level trends for free in Earnest Dash. Access chart in Dash. Earnest Analytics Spend Index powered by Orion transaction accelerated to flat growth YoY as online sales outpaced a slight uptick in in-store. Gyms decelerated slightly from the prior month but both Gyms and Workout Classes remain […]
  1. Data & Insights
Author: Daniel McCarthy Assistant Professor of Marketing at Emory University – Goizueta Business School See Jasper AI and AI Tools data for free ChatGPT has grown from a mere concept to a conversational powerhouse in a remarkably short period of time, captivating millions of its users with its nuanced dialogues and near-human interactions, powered by […]
  1. Data & Insights
See Jasper AI and AI Tools data for free Access chart in Dash or sign up for free to explore Jasper AI and the AI Tools subcategory. Early AI market entrant Jasper AI began selling its $49 per month Creator subscription in January 2022. Jasper AI’s growth peaked a year later as ChatGPT entered the […]