Food Delivery Wars – What Instagram Ad Exposures reveal to us The stay at home orders across the US are causing more people to rely on food delivery apps. At Embee, thanks to our large panel, we have a vantage view of not only app usage trends, but also of…
TikTok + Snapchat together are increasingly having success competing with Facebook for marketing dollars. Surprisingly, the financial markets have yet to notice, but that may soon change. Did we at Embee see this coming? Yes. See Footnote, below, Apps Tell The Story*, which references a few blogposts from the recent…
If there was a “Best new app” category at the Grammy’s in 2019, its winner would have been TikTok. Its adoption is accelerating in the US, people are increasingly spending more time on it. What’s not to like, right? Wrong. Not everyone wears your rose colored glasses my friend. Okay,…
Yesterday, Grubhub’s stock took a beating. Goldman Sachs, downgraded its GRUB stock recommendation, post-facto, from “Buy” to “Neutral”. Goldman said they got it wrong and “significantly underestimated the impact of competitor investments on customer behavior across the space while overestimating both the potential for industry-wide growth and Grubhub’s ability to…
