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Fintech
Sector growth, user trends, and competitive analysis of AFRM, SQ, COIN, PYPL and HOOD,
Ridesharing & Food Delivery
Sector growth, user trends, and competitive analysis of UBER, LYFT, DASH, CART and GRUB.
Social Media
Sector growth, user trends, and competitive analysis of META, SNAP, PINS and GOOGL.
Insights
Dating
Sector growth, user trends, and competitive analysis of BMBL, MTCH and GRND.
Sports Betting
Sector growth, user trends, and competitive analysis of DKNG, FLUT and MGM.
Data spotlight
Uber vs Lyft: cross-app usage
Explore user data and insights on top apps in the ridesharing sector.
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Dating
Social Media
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 18, 2024
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Food & Dining
Investing
Breaking down the Instacart IPO
Tom Grant
September 20, 2023
Food & Dining
Investing
Instacart’s Highest-Value Customer is the Female Shopper
Tom Grant
September 15, 2023
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