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Trending by 10bps

Trending by 10bps

We help investors uncover consumer trends at their inflection points in shopping, restaurants and tech. Get fresh investment ideas weekly.

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Articles

One algorithm tweak wiped out $2 billion. Is the beauty-tech darling a bargain now?

Jul 13, 2026

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3 min read

One algorithm tweak wiped out $2 billion. Is the beauty-tech darling a bargain now?

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.

WIX is betting the company on AI. The traffic data is not convinced yet.

Jul 13, 2026

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5 min read

WIX is betting the company on AI. The traffic data is not convinced yet.

Base44 is growing fast, but Wix.com visits are still drifting lower. That tension is the whole story.

SharkNinja Keeps Beating Expectations. Its Web Traffic Helps Explain Why.

Jul 13, 2026

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4 min read

SharkNinja Keeps Beating Expectations. Its Web Traffic Helps Explain Why.

The company behind Ninja CREAMi, SLUSHi, Shark vacuums, and CryoGlow is turning internet attention into a repeatable growth machine.

The Sezzle Signal: How Web Traffic Called This Story Before the Numbers Did

Jul 13, 2026

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4 min read

The Sezzle Signal: How Web Traffic Called This Story Before the Numbers Did

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.

The Nuuly Multiplier: How Nuuly is Powering URBN’s Growth Engine

Feb 19, 2026

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10 min read

The Nuuly Multiplier: How Nuuly is Powering URBN’s Growth Engine

Why Nuuly Just Hit 400k Subs (And What It Means for URBN Stock)

Jeff H
Jeff H

Trending by 10bps

We help investors uncover consumer trends at their inflection points in shopping, restaurants and tech. Get fresh investment ideas weekly.

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