Tag: IPO

Sarah Hoskins

Feb 26, 2026 | 5 minutes read | Insight Flash

Waterstones is heading for the stock market. The UK's largest bookseller is eyeing an IPO in the second half of 2026, set to launch alongside US gian...

Apr 16, 2025 | 5 minutes read | All Posts

Sales continue to grow in 2025 headed into a potential Shein IPO according to Earnest credit card transaction data. Sales accelerated at the Chinese ...

Jan 29, 2024 | 5 minutes read | All Posts

Access chart in Dash....

Michael Gunther

Jul 11, 2023 | 5 minutes read | Insights

Will personalization efforts with the use of AI and customer data be enough to distinguish Oddity from other leading companies in the DTC beauty prod...

Stacie Rabinowitz

Jun 13, 2023 | 5 minutes read | Insight Deep Dive

The Consumer Edge Insight Center (CEIC) is thrilled to take a deep dive into CAVA’s planned IPO this week, which is shaping up to be hotter than it...

Jun 6, 2023 | 5 minutes read | All Posts

Download the full report, Analyzing CAVA’s S-1 Using Foot Traffic and Credit Card Data....

Nov 15, 2022 | 5 minutes read | All Posts

Sustainable footwear brand Allbirds has filed for an IPO to trade as $BIRD on the Nasdaq, joining a slew of other DTC brands going public. While Allb...

Sep 26, 2022 | 5 minutes read | All Posts

Access chart in Earnest Dash. Growth indexed to January 2020....

Feb 10, 2022 | 5 minutes read | Consumer>Finance

In the US 68 companies went public in 2021, including 17 major retailers, despite it being a tumultuous year for markets. Earnest Analytics (FKA Earn...

Oct 5, 2021 | 5 minutes read | All Posts

Teen/tween retailer Claire’s, known primarily for its fashion jewelry and ear piercing services, has filed for an IPO—several years after a priva...

Jul 28, 2021 | 5 minutes read | All Posts

Ahead of its forthcoming >$30B IPO, we looked into Robinhood’s stated growth strategy to "continue adding new customers to [their] platform" as wel...

alejandra

Jul 19, 2021 | 5 minutes read | All Posts

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Jul 12, 2021 | 5 minutes read | Consumer>Retail

Torrid has been around since the days of Hot Topic (it branched off in 2015) and outperformed competitors like Lane Bryant and Dia & Co since June 20...

Jun 3, 2021 | 5 minutes read | All Posts

With reports that Sweetgreen is preparing to go public we looked at how the upscale salad chain has performed in its core urban markets....

Mar 16, 2021 | 5 minutes read | All Posts

With Coinbase ($COIN) filing their S-1 we looked at the pattern of US deposit growth at the cryptocurrency exchange, indexed to January 2016....

Stacie Rabinowitz

Feb 25, 2021 | 5 minutes read | Insight Deep Dive

With the COVID-19 pandemic leaving most shoppers sheltered in place, many Americans have turned to crafting to pass the time.  JOANN is taking advan...

Feb 10, 2021 | 5 minutes read | All Posts

It seems that not even a global pandemic can keep people off dating apps - as female-marketed Bumble lands an $8B valuation in its IPO. In the last f...

Stacie Rabinowitz

Jan 7, 2021 | 5 minutes read | Insight Deep Dive

As Petco’s IPO draws near, questions linger about the company’s ability to clear the hurdles that have hindered its growth in the past.  Since P...

Stacie Rabinowitz

Dec 17, 2020 | 5 minutes read | Insight Deep Dive

After a wildly successful IPO, Airbnb looks to continue to build on its COVID-driven momentum.  As traditional travel has slowed, Airbnb has become ...

Stacie Rabinowitz

Dec 11, 2020 | 5 minutes read | Insight Deep Dive

DoorDash’s recent IPO made a big splash as the stock shot up on the first day.  But is the company positioned for success?  In today’s post, we...

Dec 3, 2020 | 5 minutes read | Consumer>Food & Dining

In anticipation of DoorDash’s IPO, we reviewed statements made in the company’s S-1 and compared them with our spend data of millions of de-ident...

Dec 1, 2020 | 5 minutes read | All Posts

With news of Affirm’s upcoming IPO, we looked at how the fintech company’s customers overlap with some of the largest merchants referenced in the...

Nov 30, 2020 | 5 minutes read | All Posts

In anticipation of Airbnb’s IPO, we reviewed statements made in the company’s S-1 and compared them with our spend data of millions of de-identif...

Nov 24, 2020 | 5 minutes read | All Posts

With news of Roblox (RBLX) announcing plans to IPO, we looked at spending on the video game platform....

Nov 10, 2020 | 5 minutes read | All Posts

With news of Petco planning to IPO (again) we looked at how they’ve performed against their main competitor, PetSmart. ...

Oct 1, 2020 | 5 minutes read | All Posts

While our Spend data isn’t able to capture basket level detail and the number of avocados sold, we can track how Mission Produce Inc. (AVO)'s top c...

Jun 23, 2020 | 5 minutes read | All Posts

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Feb 26, 2020 | 5 minutes read | All Posts

Key Takeaways...

Feb 3, 2020 | 5 minutes read | All Posts

While Mattress Firm continues to be the dominant player in the DTC Sleep market, mostly selling through retail locations, Casper has grabbed 4% of sh...

Sep 24, 2019 | 5 minutes read | All Posts

Source: My Fit Station...