YipitData Packages

The APAC package delivers recurring, timely, and in-depth research and data-driven insights for companies operating across E-commerce, Internet, and Consumer sectors in Asia, with detailed coverage of both China and Asia Ex-China markets.

Sector and Company Coverage

Asia Ex-China

• E-commerce: CPNG, Mercari, SE (Shopee, Garena), TikTok Shop, Tokopedia
• Food Delivery & Mobility: DHER, GRAB
• Japan MedTech: Terumo, Asahi Intecc

China

• E-commerce: BABA, JD, PDD, Douyin, Kuaishou, ZTO, TEMU, Shein
• Consumer: Cross-platform analysis of brands on Tmall, JD, Douyin, and Kuaishou, China Food & Beverage and Infant Formula
• Other Internet: HTHT, BEKE, TME (NetEase Cloud Music), China Short-Form Video (Kuaishou, Douyin), China Mobile Games

The Cloud Package delivers recurring research and data insights, offering comprehensive visibility into KPI tracking, granular growth drivers, and market dynamics for companies in the hyperscale Cloud sector. Powered by our exclusive cloud dataset—featuring billions of rows and of customer spend—this package provides detailed coverage of metrics like revenue, customer spending, usage levels, discounting, and pricing, to monitor the performance of cloud service providers and hyperscaler market share for select semiconductor companies. Additionally, our quarterly Spot Instance Report leverages web-scraped data to track compute pricing, discounting trends, and compute availability with an emphasis on GPUs in the cloud.

Sector and Company Coverage

Cloud Service Providers

• Amazon Web Services (AWS): AMZN
• Microsoft Azure: MSFT
• Google Cloud: GOOGL

Semiconductor Providers

• Intel: INTC
• AMD: AMD
• NVIDIA: NVDA

The Cloud Raw Data Feed offers row-level and de-identified cloud billing data via an exclusively licensed data set to forecast key sales metrics of hyper-scale cloud providers.

The Consumer Goods Package provides unparalleled visibility into brand and retailer performance through top-line estimates, sell-through analysis, and category-level insights. Covering over 50,000 brands mapped to more than 500 public tickers, this package integrates diverse datasets to deliver actionable intelligence across 20+ key retailers, spanning both in-store and online channels.

Sector and Category Coverage

The Consumer Goods Package spans multiple sectors and categories, offering both standalone modules and cross-category insights:

• Staples: WMT, TGT, DG, DLTR, FIVE; KO, PEP, KDP, CLX, PG, and more.
• Footwear & Sports Goods: LULU, NKE, DECK, ONON, CROX, SKX, Adidas, and others.
• Furniture & Mattresses: WSM; TPX, Tempur-Pedic, Sealy, Purple, Zinus.
• Home Improvement: HD, LOW, FND; SMG, MAS, FBIN, RPM, and more.
• Auto Parts: ORLY, AZO, AAP; ITW, GT, ML, and others.
• Electronics & Appliances: BBY, SN; Sony, Nintendo, ROKU, WHR, and more.
• Health & Beauty: ULTA, BBWI; ELF, L’Oreal, KVUE, COTY, and others.
• Clothing & Apparel: ANF, GAP, TJX, ROST, VSCO, AEO, CRI; LEVI, HBI, VFC.
• Pet Supplies: WOOF; Wellness Pet, NESN, ZTS, FRPT, ELAN, and others.
• Luxury: LVMH, Kering, and high-end APAC brands such as Li-Ning and Amer.
• APAC: MNSO, Pop Mart, Li-Ning, Amer, Anta, Anker, ASICS, Nintendo, and others.
• EMEA: Kingfisher, B&M, ITX, ZAL.
• Restaurants: Standalone modules and a Restaurant Industry Dashboard covering CMG, SBUX, DPZ, WING, MCD, CAVA and others.

The Consumer Services Package delivers actionable intelligence on Food & Grocery Delivery, Ridesharing, Online Travel, and  Leisure. Through robust datasets and in-depth research, we provide top-line metrics and granular visibility into the drivers shaping these industries. This package integrates diverse data sources, including webscraped data, email receipts, credit card panels, and app usage data, offering unparalleled insights for decision-making.

Sector and Company Coverage

Food & Grocery Delivery (US & EU)

• U.S. Food Delivery: DASH, UBER, GRUB
• Grocery: CART
• Meal Kits: HelloFresh
• EU Food Delivery: JET, ROO

Ridesharing

• UBER, LYFT

AV Ridesharing

• Waymo

Online Travel

• OTAs: BKNG, EXPE
• Rentals: ABNB

Leisure

• Online Gambling: DKNG, FLTR:LN, CZR, MGM
• Fitness & Leisure: PLNT, PTON, MTN
• Prediction Markets: Kalsh

The Consumer Cyclicals Package delivers actionable intelligence on Real Estate, Auto & Auto Retailers, and Transportation. Through robust datasets and in-depth research, we provide top-line metrics and granular visibility into the drivers shaping these industries. This package integrates diverse data sources, including webscraped data, email receipts, credit card panels, and app usage data, offering unparalleled insights for decision-making.

Sector and Company Coverage

Real Estate

• Marketplaces: RDFN, OPEN
• Homebuilders: LEN, TOL
• Storage: PSA, EXR
• Macro: NSA EHS, Transaction Trends Across Markets, Listings & Pricing

Auto Retailers and Services

• Retailers: CVNA, KMX, TSLA
• Marketplaces: CARG, AUTO:LN
• Salvage: CPRT, IAA (RBA)

Transportation

• Airlines: AAL, LUV
• Rental Cars: CAR, HTZ, Enterprise

The E-commerce Package delivers regular research and data insights covering KPI tracking, granular drivers, and market dynamics for leading companies in the E-commerce sector. Leveraging a diverse range of datasets, including webscraped data, email and consumer receipt data, multiple credit card panels, and app usage data, this package offers a comprehensive view of the evolving E-commerce landscape.

Sector and Company Coverage

• General E-commerce: AMZN Retail, SHOP, EBAY, ETSY, Ecomm Tracker
• Category Specialists: CHWY (Pet), W (Home Goods)
• International Leaders: MELI (Latin America), MGLU (Brazil)

The Financial Services Package provides comprehensive insights into key performance indicators (KPIs), granular drivers, and market dynamics across the financial technology sector. Leveraging diverse datasets, this package offers unique visibility into payment trends, credit activity, and fintech adoption patterns.

Sector and Company Coverage

Key Companies

• Payment Platforms: PYPL (PayPal, Venmo), XYZ (Cash App, Square Seller), TOST (Toast)
• Buy Now, Pay Later (BNPL) Players: AFRM, KLAR, SEZL, and other BNPL competitors
• Personal Lending: UPST, SOFI, LC
• Retail Trading Platforms: COIN, HOOD

Key Metrics

• AFRM: GMV trends and merchant adoption
• BNPL: Checkout button adoption and usage
• PYPL: Branded Checkout TPV, Venmo TPV
• XYZ: Cash App GPV, Square Seller GPV
• TOST: GPV, Locations growth
• UPST: Loan volumes and credit trends
• COIN: Retail trading volumes and fee trends
• HOOD: Trading volumes and DARTs
• KLAR: GMV trends
• SEZL: GMV trends
• SOFI: Personal loan volumes
• LC: Loan origination volumes

The Media & Internet Package delivers regular research and data insights covering KPI tracking, granular drivers, and market dynamics for leading companies in the Media and Internet sector. Utilizing diverse datasets—including webscraped data, email receipt data, clickstream data, ad spend data, multiple credit card panels, and app usage data—this package provides unparalleled visibility into the performance and trends shaping the industry.

Sector and Company Coverage

Categories and Companies

• Streaming Video: NFLX, DIS, WBD, PARA, CMCSA, and more
• Music Streaming: SPOT
• Online Dating: GRND, BMBL, MTCH
• Social Media & Platforms: META, PINS, RBLX, RDDT, ROKU
• Digital News: NYT
• Video Games: ATVI, EA, TTWO
• Internet Services: GOOGL, DUOL
• Tech Hardware: AAPL

The MedTech Package delivers unparalleled insights across 21+ MedTech tickers with in-depth analyses and market share tracking. Leveraging exclusive datasets and timely research, this package provides product-level granularity, segment-level visibility, and key metrics for understanding U.S. hospital purchase dynamics and market trends.

Sector and Company Coverage

Key Tickers

• Large Cap: ABT, BSX, EW, ISRG, JNJ, MDT, SYK, ZBH
• Mid Cap: AORT, ATRC, AXGN, HAE, HIMS, GMED, INSP, MMSI, NPCE, PEN, SIBN

Key Coverage

• Boston Scientific (BSX):
  
  • U.S. Revenue
  • Segment- and product-level breakouts (e.g., EP/FaraPulse, Watchman)
  • Cardiac Ablation Market Insights
• Intuitive Surgical (ISRG):
  
  • System Placements
  • Instruments & Accessories Revenue
  • U.S. Procedure Volume
• Edwards Lifesciences (EW):
  
  • U.S. TAVR Revenue
  • TAVR Market Insights (EW, MDT, ABT)
  • TMTT Revenue by Product (e.g., Pascal, Evoque)

The MedTech Suite

• The MedTech Suite combines our MedTech Package, Aggregate Feed, Granular Feed, and Mapping Module.

The AI & Software Package delivers comprehensive insights into key performance indicators (KPIs), granular drivers, and market dynamics across the software sector. Leveraging diverse datasets, including proprietary & enterprise B2B Spend data, this package offers unparalleled visibility into software adoption, spending trends, and competitive positioning.

Sector & Company Coverage

Key Companies

• Current Offerings: ADBE, Anthropic, ASAN, B2B Gen AI, BILL, Consumer Generative AI, CRM, DDOG, DOCU, FIG, GDDY, GTM, HCM/Payroll, HUBS, INTU, MNDY, OKTA, TEAM, WIX, & ZM.

Key Metrics

• ADBE: Subscriber growth, feature adoption (e.g., Creative Cloud), competition analysis
• BILL: Payment volume, Ad Valorem feature usage
• DDOG: KPI Estimates on Total Revenue, Spend Growth by Annualized Customer Spend Tier
• HUBS: Customer growth, ARR trends
• INTU: TurboTax ARPR

The YipitData core Metrics provides the underlying metrics included in our Research report products in a standardized data feed, published at the same time as our reports and available via Snowflake or S3.

The US E-receipt Aggregated Daily Feed provides daily topline sales trends for over 500 internet, consumer, and fintech tickers using our US Aggregated email receipt feed. The data is pre-paneled and aggregated at the ticker and merchant level, allowing you to easily and accurately implement e-receipt data into dashboards or systematic strategies. Available via Snowflake or S3.

The Email Receipt Data Module is an add-on to our US and UK Granular Feed, e-receipt data modules allow for deeper tracking of sector-specific insights and metrics across sectors like Airlines, Food Delivery, Hotels, Rental Cars, Ridesharing, Subscriptions, Payments, Shipping/Delivery as well as enriched visibility into users through our Demographics module..