We help investors uncover consumer trends at their inflection points in shopping, restaurants and tech. Get fresh investment ideas weekly.
Jul 13, 2026
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3 min read
ODDITY built a booming AI beauty empire on the internet's ad machine. Then the machine turned on it. Here's what the traffic and cost data actually show.
5 min read
Base44 is growing fast, but Wix.com visits are still drifting lower. That tension is the whole story.
4 min read
The company behind Ninja CREAMi, SLUSHi, Shark vacuums, and CryoGlow is turning internet attention into a repeatable growth machine.
Sezzle's website visits have roughly doubled in three years — and that curve has tracked its revenue, subscribers, and app usage almost step for step. Here's why we watch traffic first.
Feb 19, 2026
10 min read
Why Nuuly Just Hit 400k Subs (And What It Means for URBN Stock)