About
I am an Associate Professor of Marketing at the University of Maryland's Robert H. Smith…
Articles by Daniel
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The MoviePass Saga: Rising From the Ashes, But Not Really?
The MoviePass Saga: Rising From the Ashes, But Not Really?
Key Takeaways: MoviePass has achieved profitability by fixing its unit economics, but at only 4% of its former customer…
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How Sticky Are ChatGPT Plus Subscribers? Don’t Look to its Churn Rate to Find Out (But it’s Good)
How Sticky Are ChatGPT Plus Subscribers? Don’t Look to its Churn Rate to Find Out (But it’s Good)
ChatGPT continues to grow at a remarkable rate. After reaching 100 million active users within just two months of its…
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CLV Ultra: Our breakthrough new CLV model (and how you can be a part of it)
CLV Ultra: Our breakthrough new CLV model (and how you can be a part of it)
As those who know me know, I live and breathe CLV modeling, both as an academic and as co-founder of Theta. At Theta…
17 Comments -
ChatGPT's consumer business has been growing more slowly than you might have thought
ChatGPT's consumer business has been growing more slowly than you might have thought
ChatGPT has grown from a mere concept to a conversational powerhouse in a remarkably short period of time, captivating…
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Instacart's S-1 bodes well for the underlying strength of the business
Instacart's S-1 bodes well for the underlying strength of the business
Instacart just released their pre-IPO prospectus. I'm neck deep in the middle of the beginning of teaching semester…
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DoorDash, Instacart, and Shipt: A Tale of 3 "COVID Bumps"
DoorDash, Instacart, and Shipt: A Tale of 3 "COVID Bumps"
There has been a lot of debate swirling about Instacart lately. News emerged that the company had been in discussions…
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Customer acquisition cost economics 101: valuing CAC improvement
Customer acquisition cost economics 101: valuing CAC improvement
Investors, consultants, and executives are all waking up to the paramount role of customer behavior in overall company…
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The pandemic made 2020 for restaurant delivery. If dine-in recovers, is a rough patch coming?
The pandemic made 2020 for restaurant delivery. If dine-in recovers, is a rough patch coming?
The COVID-19 pandemic disrupted how consumers eat, driving us away from on-premise dining towards delivery platforms…
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DoorDash: great unit economics, but many unanswered questions
DoorDash: great unit economics, but many unanswered questions
A lot of people have a lot of different opinions about DoorDash in light of their pre-IPO S-1 filing. Many reporters…
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Blue Apron vs Wayfair: A Tale of Two "COVID Bumps"
Blue Apron vs Wayfair: A Tale of Two "COVID Bumps"
Many people have asked me: how does COVID-19 change my view on companies that I've analyzed before? It's a very fair…
12 Comments
Activity
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Wonderful lunch in Sao Paulo with some of the best thinkers (and doers) regarding #CustomerValuation and #CustomerCentricity
Wonderful lunch in Sao Paulo with some of the best thinkers (and doers) regarding #CustomerValuation and #CustomerCentricity
Liked by Daniel McCarthy
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Delighted to share that I’ve been appointed as the Robert W. Glock Endowed Chair Professor of Marketing at UC Davis. I’m deeply honored by this…
Delighted to share that I’ve been appointed as the Robert W. Glock Endowed Chair Professor of Marketing at UC Davis. I’m deeply honored by this…
Liked by Daniel McCarthy
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In a surprise move, Mercedes has promoted someone with the credentialing for CFO as the new CMO. I'm intrigued. If marketing is expected to drive…
In a surprise move, Mercedes has promoted someone with the credentialing for CFO as the new CMO. I'm intrigued. If marketing is expected to drive…
Liked by Daniel McCarthy
Experience
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Education
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Activities and Societies: Vantage Traders, Chess Club, Warren Buffett Club
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Activities and Societies: Jerome Fisher Program in Management and Technology
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I have never shared Instagram posts on LinkedIn but worth watching this video because this is real and reflects the stupidity of hospital charges…
I have never shared Instagram posts on LinkedIn but worth watching this video because this is real and reflects the stupidity of hospital charges…
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When you have this much fun with your colleagues, professional and personal connections become blurry! What a pleasure and a privilege to be a part…
When you have this much fun with your colleagues, professional and personal connections become blurry! What a pleasure and a privilege to be a part…
Liked by Daniel McCarthy
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