Bloomberg announced the introduction of an alternative data function, ALTD <GO>, on the Bloomberg Terminal. We are excited to share that Bloomberg Second Measure serves as the flagship data analytics source for this new function, providing consumer transaction insights on 300+ public companies. Read the announcement here.
One year ago, we dug into Uber ridership and learned just how engaged those riders were. With Uber's continued growth, and with Lyft gaining share in key markets, how has customer behavior changed?
How does ARR stack up for Uber and Lyft? We used a combination of consumer transaction data and reported revenue to examine each company’s growth from $100M to $1B gross ARR.
Gobble was started in 2011 as a marketplace for home-cooked food. By 2014, they had become a pre-cooked meal subscription service as part of YC. Neither model really took off, so in September they pivoted again - this time to meal kits.
Dollar Shave Club has had quite a ramp leading up to their $75M round. Since launching their subscription service in March 2012, they've grown to $100M+ ARR and have yet to lose steam.