Instacart Power Players: The 11 top executives – including recent hires from Amazon, Uber,, and Goldman Sachs – as the company eyes an IPO

In 2020, Instacart added more than 200 new retailers and more than 15,000 new store locations to its marketplace. Instacart now delivers from more than 65,000 stores in North America. In 2021, the company, whose valuation reached $39 billion, made major changes to its top leadership. In August, former Facebook executive Fidji Simo became CEO…

Domino’s, Papa John’s sales soar on pandemic demand, but complications loom

Both chains reported double-digit same-store sales growth last year, but delivery aggregators’ growing market share could complicate strategies when pizza sales return to normal levels. The competitive advantages pizza chains like Domino’s and Papa John’s had in 2020 are coming to an end. The pandemic propelled many restaurants to pivot to online ordering and delivery,…

Two Encouraging Alternative Data Trends in the Equipment Rental Industry

While 2020 has been a tough year all around, there are some signs that we are turning a corner – at least in industrial and construction equipment rentals. For one, rental equipment volumes have continued to rebound sequentially through early fall, as construction activity has benefited from economic reopening. While key players such as United…