Earnest Talks x Theta present:

Mastering unit economics: predicting future value and uncovering hidden risks in your customer base using credit card data

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February 1, 2024 | 1-2 PM ET | Zoom

Join Theta co-founder Dan McCarthy and Theta data scientist Jingjing Fan as they share insights from a recent in-depth analysis of four major e-commerce companies (Wish, Shein, Etsy, and Amazon) using credit card transaction data from Earnest Analytics and Theta’s best-in-class Customer Lifetime Value (CLV) models. Through the review of analysis across all four companies, this webinar will share how companies can:

  • Significantly improve the understanding of trends in post-acquisition value (PAV)
  • Uncover hidden risks that may arise as customers change in quality over time
  • Determine how they are performing relative to their competition
  • Develop optimized action plans that maximize the value of their customer base, driving improved profitability

About the panelists

Screenshot 2024-01-24 at 2.09.22 PM Daniel McCarthy

Daniel McCarthy is co-founder of Theta and an Assistant Professor of Marketing at Emory University's Goizueta School of Business. His research interests include customer lifetime value, limited data problems, and the marketing/finance interface. He popularized customer-based corporate valuation (CBCV), a methodology that drives any traditional valuation model off of the underlying behaviors of the target company's customers. His work has been featured in media outlets such as the Harvard Business Review, MIT Sloan Management Review, Wall Street Journal, FT, Fortune, Barron’s, Inc Magazine, The Economist, and CNBC. His research has been published in top-tier academic journals and won numerous awards. Dan also co-founded and was Chief Statistician for Zodiac, a predictive customer analytics SaaS firm. Nike acquired Zodiac in March 2018. Dan has since co-founded Theta to revolutionize how firms value companies through CBCV.

Jingjing photo Jingjing Fan

Jingjing holds the position of Data Scientist at Theta, where she is actively engaged in the development and analysis of Customer-Based Valuation (CBCV) and Customer Lifetime Value (CLV) models. She attained her Ph.D. in Statistics with a specialization in Bayesian semi-parametric time series modeling from the University of Texas at Austin. Prior to her doctoral studies, Jingjing graduated summa cum laude, earning a degree in Computational Math Sciences from Arizona State University.


director, Strategy & marketing (3) Michael Maloof

Michael Maloof leads the Earnest Analytics strategy and growth marketing team. Maloof has extensive experience writing consumer behavior research, which has been published by The New York Times and WSJ. Maloof worked at Goldman Sachs Global Investment Research covering tech and telecom prior to joining Earnest Analytics as a start-up. He holds an MBA from the University of Denver's Daniels College of Business.