Pyxis – CLV Food Delivery, 2024

Pyxis is a competitive intelligence provider that uses consumer datasets to help clients understand market share, pricing, assortment, and customer trends. They have access to credit and debit card datasets to track consumer spending and collaborate with Theta to apply customer lifetime value models. They can answer questions about market share, competitors, top selling items, pricing, customer repeat purchase rate, and customer acquisition. Traditional valuation techniques often underestimate or overestimate future performance because they do not consider changes in customer behavior. Pyxis shows that analyzing customer vintage levels can provide valuable insights into company performance. They use DoorDash as an example, showing how the company's ability to attract high-spending and loyal customers led to significant growth compared to competitors like Uber Eats and Grubhub.