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Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong
Tom Grant
September 2, 2024
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App Economy
Commerce
Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong
Tom Grant
September 2, 2024
App Economy
Sports Betting
Travel
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
August 26, 2024
App Economy
Sports Betting
Travel
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
Tom Grant
July 29, 2024
App Economy
Dating
Fintech
Sports Betting
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Tom Grant
July 15, 2024
App Economy
Food & Dining
Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line
Tom Grant
July 1, 2024
App Economy
Dating
Entertainment
Fintech
3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH
Tom Grant
June 24, 2024
App Economy
Commerce
Travel
School ends and travel begins – ABNB/BKNG/EXPE
Tom Grant
June 17, 2024
App Economy
Commerce
Travel
Mobile macro – Travel, retail and QSR downloads are strong in May
Tom Grant
June 7, 2024
App Economy
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Investing
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
May 24, 2024
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Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
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