Philz Coffee received $15 million in Series B funding last year to expand its locations. One of these new locations is in our neighborhood, and this got us wondering: is Philz changing local coffee markets? Specifically, we wanted to know: Whether Philz grows local coffee markets Where Philz gets its customers If nearby Starbucks, Peet’s, … Continued

Chipotle’s business has been sliding ever since some of its locations were linked to E.coli and norovirus outbreaks. While news of the outbreaks peaked, sales[1] dipped. 45% of people who transacted with Chipotle between August and October 2015 have not returned since the outbreaks. These churned consumers tend to dine out about 4 times per … Continued

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. Here’s what happened: Gobble hasn’t revealed their monthly numbers, but we believe this … Continued

In the months before their Series C, Munchery acquired a large number of low-quality customers. While this doubled their customer base, revenue increased just 30%. The impact on Munchery’s numbers was profound: Monthly revenue per customer dropped from $75 to $53 Month-over-month retention dropped from 56% to 38% Comparing the newly-acquired customers to prior cohorts: … Continued