Tag: Market Share

Michael Gunther

May 22, 2026 | 5 minutes read | Insight Flash

Target reported Q1 this morning and posted its first positive comp in five quarters, with comparable sales up 5.6%. The company raised its full-year ...

alejandra

Mar 18, 2025 | 5 minutes read | All Posts

Around 46% of Forever 21 customers shopped at Old Navy (GAP) last year, according to Earnest credit card data. Old Navy and Fast Fashion brands like ...

alejandra

Feb 19, 2025 | 5 minutes read | All Posts

By the end of 2024, DoorDash led the national food delivery market with a 60.7% share, ahead of Uber Eats (26.1%) and Grubhub (6.3%)....

alejandra

Feb 10, 2025 | 5 minutes read | All Posts

1-800-Flowers is the largest flower service by sales headed into Valentine’s Day 2025, according to Earnest credit card data. However, the industry...

Jan 21, 2025 | 5 minutes read | All Posts

Waymo is taking dollars from Uber according to Earnest credit card data. The average Uber user spent $189 the quarter before their first Waymo purcha...

Nov 13, 2024 | 5 minutes read | All Posts

Headed into the pandemic, Grubhub’s market share, including Seamless, was 16.7% according to Earnest credit card data. The same year, Uber bought P...

Oct 16, 2023 | 5 minutes read | All Posts>Earnest Talks

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Jul 19, 2023 | 5 minutes read | All Posts

Online deep discounter Temu surpassed Shein by sales in June 2023 according to Earnest credit card data. Temu burst into the US market in September 2...

Jun 13, 2023 | 5 minutes read | All Posts

GrubHub is letting 400 employees go as its US market share declined to a low of 7.6% in May 2023, down from 20.7% in May 2018. The restaurant deliver...

Mar 28, 2023 | 5 minutes read | All Posts

Download the full report: Finding Fashion Resale Winners with Earnest Credit Card Transaction Data....

Mar 8, 2023 | 5 minutes read | All Posts>Earnest Talks

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alejandra

Mar 7, 2023 | 5 minutes read | All Posts

Sign up for free to see consumer home goods spending in Earnest Dash....

Jan 12, 2023 | 5 minutes read | All Posts

Sign up to explore Online Marketplace data for free in Earnest Dash....

Dec 7, 2022 | 5 minutes read | Consumer>Macro

The Earnest First Choice Retailer Rankings are based on the credit and debit card spend of millions of de-identified U.S. consumers from the Orion sp...

Sep 29, 2022 | 5 minutes read | All Posts

As noted in our recent Advance Auto Parts earnings report, Autozone (AZO) is both leading and slightly growing its market share compared to Advance A...

Sep 8, 2022 | 5 minutes read | All Posts

This is a preview of our case study on DoorDash. Read it for free: Quantifying DoorDash’s Outlook with Consumer Spending and Earnings Data...

Jul 12, 2022 | 5 minutes read | All Posts

Read the free case study: Comparing Department Store Performance with Consumer Spending and Earnings Data...

May 25, 2022 | 5 minutes read | All Posts

DoorDash “added more new consumers than any quarter since Q1 2021” as noted in their Q1 2022 earnings release. The news hinted at a reversal of d...

Apr 6, 2022 | 5 minutes read | Consumer>Macro

Inflation grew at a historical 7.9% in February 2022, as manufacturers passed along higher input costs as a result of higher demand and the conflict ...

Feb 2, 2022 | 5 minutes read | All Posts

Spending across major menu categories grew 14% YoY in 2021 during the Super Bowl, accelerating from 6% YoY Growth in 2020. Dollars spent through Rest...

Dec 9, 2021 | 5 minutes read | Consumer>Macro

The Earnest First Choice Retailer Rankings are based on the credit and debit card spend of millions of de-identified U.S. consumers. Earnest identifi...

Nov 11, 2021 | 5 minutes read | All Posts

Entering New Years Resolution season, traditional supplement leader GNC continues to lose market share ground to Noom and Optavia (formerly Medifast)...

Aug 26, 2021 | 5 minutes read | Consumer>Retail

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Jul 22, 2021 | 5 minutes read | All Posts

As summer gets underway, which travel platforms are luring eager travelers? Using Earnest spend data we reviewed how Airbnb is performing after COVID...

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 24, 2021 | 5 minutes read | All Posts

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Mar 25, 2021 | 5 minutes read | All Posts

With the increasing popularity of Point Of Sale (POS) Lenders we investigated how providers like Affirm, Afterpay and Klarna are faring vs. tradition...

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...

Dec 10, 2020 | 5 minutes read | Consumer>Retail

The Earnest First Choice Retailer Rankings are based on the credit and debit card spend of millions of de-identified U.S. consumers. Earnest identifi...

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...