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? Over the past 4 years, Uber’s domestic consumer business has grown 65x in bookings (akin to GMV): and 83x in customers. US … Continued
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A deeper look into Blue Apron's retention, customer spending, and market share.
Ahead of Chipotle’s earnings release today, we took a quick look at the behavior of paying customers since the outbreaks. With millions cashing in on Chipotle’s free burrito campaign, the troubled restaurant chain seems to be bouncing back from its food safety scare. By the end of March, monthly paying customers had reached 79% of … Continued
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 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
With today’s announcement that Lyft has reached an annualized gross revenue run rate of $1B, TechCrunch draws the inevitable comparison to Uber: Lyft’s most recent valuation: $2.5 billion Uber’s valuation when it was valued at similar financial metrics: $3.5 billion You will note that those are not the same numbers. Here you can speculate. Was … Continued