MARKET INTELLIGENCE

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Data-backed insights for investors and corporations that need to move fast.

Blog

Consumer Services

5/13/22

3 Takeaways From Shifting Dynamics in Third-Party Delivery Platforms

In the modern world, consumers know what they want and when they want it. As consumers quickly become more comfortable with ordering food on third-party (3P) delivery platforms, what players are gaining the most traction and how?

Blog

Consumer Services

4/21/22

Which Restaurant is Winning in Your State?

With third party food orders up 4% since Q4 of last year, it's clear that third party platforms are only growing in popularity. This past quarter, DoorDash remained the most dominant food delivery service in every state, with the exception of New York, Connecticut, and Florida, where Uber Eats had slightly greater market share.

Research article

Home Improvement

Retail

4/21/22

Home Goods Demand: Will It Sustain?

The Coronavirus pandemic led to a sharp increase in demand for home goods via online retailers - demand that has continued to exist across major home goods retailers. Between Q1 2020 and Q1 2022, Amazon saw an 84% increase in GMV in the home category - the most of any retailer. Overstock saw the second highest growth, with GMV increasing 55% between Q1 2022 and Q1 2020.

Blog

Consumer Services

3/28/22

Chasing the Lunch Crowd

Cities come alive at lunchtime. Like clockwork, people pour out from their office buildings and into the streets searching for a bite to eat. This regular metropolitan cadence screeched to halt at the onset of the Covid-19 pandemic.

Blog

Consumer Services

3/11/22

Propelling Pizza Sales with Third-Party Platforms

Over the past 2 years, we’ve seen a shift in the dynamic between some of Pizza’s biggest national players. We’re seeing Pizza Hut lose significant share over 2021 while Papa John’s has gained momentum.

Blog

Consumer Services

2/24/22

Grocery & Convenience Growth on Third-Party Platforms

Platforms like DoorDash, Uber Eats, and Grubhub have prioritized grocery and convenience delivery as a growth driver.

Blog

Consumer Goods

2/11/22

Who’s Winning in Late Night?

Most restaurant sales happen during Lunch or Dinner but ~11% of sales in 2021 took place after dinner (a larger share than breakfast sales). We call these sales that take place between 9pm-5am, “Late Night” sales and it has seen steady growth over the past 2 years.

Blog

Consumer Services

1/27/22

Evolving Offer Strategies on Third-Party Food Delivery Platforms

In a highly competitive space, like delivery through third-party platforms, it is difficult to convert potential customers where they are spoiled for choice. To reel these customers in, merchants often bet on discounts or offers to be the deciding factor.

Blog

Consumer Services

1/13/22

Third-Party Food Delivery: Q4 Update

With 2021 in the rearview, it’s time to evaluate winners and losers in the food delivery space. From a platform perspective, DoorDash still leads the pack with a wide margin over competitors Uber Eats and Grubhub.

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