Temu’s impact on SHEIN has peaked and is now receding
This was first published January 10, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. A month after PDD Holdings reported... Read more.
Pinterest mobile trends accelerating in 4Q, ahead of Consensus
This was first published December 20, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here.... Read more.
Mobile channel check on McDonald’s and Domino’s ahead of investor days
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. This week, QSR giants McDonald’s and... Read more.
Breaking down the Instacart IPO
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. Instacart (CART) went public yesterday,... Read more.
Instacart’s Highest-Value Customer is the Female Shopper
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. *All users, user segments, and associated... Read more.
Sports betting apps winning at NFL kickoff
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. Sports betting apps accelerate every September... Read more.
SoFi builds momentum ahead of Student Loan payment restart
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. As the student loan payment pause comes... Read more.
Unpacking Peloton customer and competitive activity
This was first published on August 22 in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. As Peloton (PTON) has pursued... Read more.
Positive app signals for crypto
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. Observing the real customer activity of... Read more.
Consumers trade down according to app activity
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here On average, retail app user acquisition is... Read more.