Tag: Financial Services

Phoebe Spear

Jul 16, 2026 | 5 minutes read | Insights

Insmed shares fell ~20% after its 1Q2026 earnings call despite reporting $207.9 million in Brinsupri revenue, ahead of VA consensus of $198 million. ...

Stacie Rabinowitz

Jun 16, 2026 | 5 minutes read | Insights

Every fundamental analyst covering a consumer name has had that moment. Watching a stock price crash through the floor and struggling to figure out w...

Michael Gunther

May 14, 2026 | 5 minutes read | Insights

A continuous view of what investors and operators would and wouldn't see in a semiannual reporting world....

Stacie Rabinowitz

Mar 6, 2025 | 5 minutes read | Insights

Basketview Signal CPG brings breakthrough transparency into consumer shopping habits. By integrating SKU-level receipt data from physical in-store pu...

Stacie Rabinowitz

Feb 28, 2022 | 5 minutes read | Insight Deep Dive

One of the most interesting questions when it comes to consumer behavior is how city dwellers spend differently from those living in the suburbs or r...

Sep 2, 2020 | 5 minutes read | All Posts

Earnings by Earnest highlights recent examples of how Earnest tools tracked business health per management’s commentary on earnings results....

May 19, 2020 | 5 minutes read | All Posts

Earnings by Earnest highlights recent examples of how Earnest tools tracked business health per management’s commentary on earnings results....

Feb 25, 2020 | 5 minutes read | All Posts

Earnings by Earnest highlights recent examples of how Earnest tools tracked business health per management’s commentary on earnings results....

Jan 9, 2020 | 5 minutes read | Consumer>Retail

Spending as a whole appeared soft, growing 2.6% YoY this holiday season, a notable 280bp slowdown from last year’s 5.4% YoY performance. Amazon con...

Dec 15, 2019 | 5 minutes read | Consumer>Retail

Spending as a whole grew an unprecedented 11% YoY this Black Friday period, a 620bp acceleration from its flattish performance last year. The primar...

Nov 19, 2019 | 5 minutes read | All Posts

Earnings by Earnest highlights recent examples of how Earnest tools tracked business health per management’s commentary on earnings results....

Oct 29, 2019 | 5 minutes read | All Posts

This November, the Over The Top (OTT) Video market will be welcoming its newest members: AppleTV+ and Disney+. The industry has seen multiple new ent...

Oct 22, 2019 | 5 minutes read | Consumer>Retail

Key Takeaways...

Oct 6, 2019 | 5 minutes read | Consumer>Retail

With the back-to-school (B2S) season now behind us, we took a deeper look at the credit, debit, and ACH records of millions of anonymous U.S. consume...

Sep 24, 2019 | 5 minutes read | All Posts

Source: My Fit Station...

Aug 6, 2019 | 5 minutes read | All Posts

Each of the P2P services see increased processing volume around the first day of each month, driven almost entirely by a higher average ticket. As se...

Jul 7, 2019 | 5 minutes read | All Posts

Earnings by Earnest highlights recent examples of how Earnest tools tracked business health per management’s commentary on earnings results....

Jun 12, 2019 | 5 minutes read | All Posts

Key Takeaways...

May 22, 2019 | 5 minutes read | All Posts

In late March, we investigated how changes to the tax code have impacted Americans across income brackets and geographies using credit, debit and b...

Mar 27, 2019 | 5 minutes read | Consumer>Macro

While the IRS reports that the average size of refunds was roughly flat compared to last year, broken down by income brackets our panel shows a sligh...

Mar 20, 2019 | 5 minutes read | All Posts

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Feb 12, 2019 | 5 minutes read | All Posts

By Andrew Robson, President, Earnest Analytics (FKA Earnest Research)...

Feb 11, 2019 | 5 minutes read | Consumer>Retail

Sales continue to shift from bricks to clicks and most of those clicks happen during the most wonderful time of the year. We analyzed the spend of mi...

Sep 14, 2018 | 5 minutes read | All Posts

These days, it seems that a new alternative data product hits the market every week. However, not all datasets are created equal, and even the best d...

Feb 8, 2018 | 5 minutes read | All Posts

Market share may have bottomed out at ~36%: APRN had been consistently bleeding share, largely to Home Chef and Hello Fresh, but it appears share ma...

Dec 11, 2017 | 5 minutes read | Consumer>Retail

Amazon, Walmart, Best Buy and Kohl's all came out on top this holiday season. Check out how retailers fared during the season's biggest shopping peri...

Dec 1, 2017 | 5 minutes read | Consumer>Retail

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Nov 5, 2017 | 5 minutes read | Consumer>Retail

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alejandra

Sep 27, 2017 | 5 minutes read | All Posts

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