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Food & DiningBROSMCDSBUX

Trouble Brewing for Starbucks?

Food & Dining

Starbucks Churn Jumps 36% Among Power Users as Dutch Bros Surges—But Is It Really a Threat?

App EconomyFood & DiningSocial MediaEarnings PreviewsMobile channel check

3Q25 Earnings Previews and 4Q early look! GRAB (+) / PINS (+)

App EconomyEntertainmentFood & DiningEarnings PreviewsMobile channel check

3Q25 Earnings Previews with a new twist! NFLX (+) / FLUT (+) / BROS (+)

App EconomyFintechFood & DiningHealth and FitnessEarnings PreviewsMacro trendsMobile channel check

2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)

App EconomyFintechFood & DiningRideshareTravelEarnings Previews

Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)

App EconomyCommerceFood & DiningRideshareEarnings Reviews

COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update

food delivery apps
App EconomyFood & DiningDigital transformationMacro trendsMobile channel check

Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line

App EconomyFood & DiningDigital transformationMobile channel check

Instacart improves frequency of use, but time spent per average user lags peers