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2Q22 Retail & Ecommerce Earnings Wrap

The 2Q22 Retail & Ecommerce Earnings Wrap analyzes the online traffic and engagement data from our earnings previews as accurate proxies to Retail & Ecommerce giants’ 2Q22 reported earnings. 

  • Absolute and unique visits to Wayfair domains’ checkout pages aligned with reported revenue and users
  • Direct desktop visits proved once again to be an effective proxy for orders for Deliveroo
  • Using the net checkouts metric for Peloton’s Net Connected Fitness Subscribers proved to be in line with the company’s revenue again this quarter

Download the report to access the full analysis for free.

PTON subscribers graph
Jeremy Scott is the Director of Research for Similarweb’s Investor Solutions. Prior to Similarweb, Jeremy was a Director and Senior Research Analyst at Mizuho covering Food, Restaurants & Delivery. He has worked in similar roles at CLSA and Morgan Stanley. Jeremy brings nearly a decade of sell-side experience to Similarweb and specializes in building robust predictive models for complex industries in order to generate investment opportunities for clients. He is a graduate of Lafayette College and a CFA charter holder.