Consumer Intelligence Research Partners - CIRP

What Consumer Intelligence Research Partners - CIRP does

Consumer Intelligence Research Partners (CIRP), a privately held LLC founded in 2011 and headquartered in Chicago, provides equity securities research to the investment community through proprietary consumer purchase-behavior surveys. The firm's core methodology surveys consumers on recent purchase activity to generate timely, granular insights into consumer behavior and corporate performance — data that, by CIRP's positioning, precedes corporate announcements and offers finer detail than most corporate news releases. Coverage spans Amazon, Apple, mobile carriers (AT&T, Sprint, T-Mobile, Verizon), mobile operating systems (iOS, Android), mobile handsets, home automation (Amazon Echo, Google Home, Apple HomePod), ride sharing (Uber, Lyft), and restaurant delivery (DoorDash, GrubHub, Uber Eats, Postmates). Free weekly Amazon and Apple reports are published on Substack as a top-of-funnel channel.

CIRP monetizes its research through four complementary revenue streams: (1) annual subscription reports, (2) single-copy report purchases, (3) bespoke custom research engagements for private equity investors, hedge fund managers, and industry participants, and (4) private briefings and keynotes for executive teams, investment committees, and boards of directors. Pricing is not publicly disclosed; all sales are direct via email and phone. Go-to-market combines sales-led outreach (subscriptions, custom research, briefings) with community-led demand generation (Substack publications and earned-media citations across WSJ, Bloomberg, CNBC, NYT, MarketWatch, Fortune, and others).

The firm is a small, specialist operation with 1-10 employees and no disclosed institutional funding, M&A, or AI/ML capability. Its principal competitive assets are its proprietary survey dataset, the personal brands and media quotability of its co-founders, and a broad subscription content library spanning multiple consumer-tech verticals. The business model is asset-light and recurring, with the bulk of revenue likely concentrated in subscriptions and custom research engagements serving institutional buy-side and corporate strategic buyers.

Name

Consumer Intelligence Research Partners - CIRP

Legal name

Consumer Intelligence Research Partners, LLC

Website

https://cirpllc.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Consumer Intelligence Research Partners (CIRP) is a Chicago-based, privately held LLC that provides equity securities research to the investment community through proprietary consumer purchase-behavior surveys, covering Amazon, Apple, mobile carriers, handsets, home automation, ride sharing, and restaurant delivery.

Ownership category

akta.pro rank

Product category

Consumer Market Intelligence

akta.pro primary industry

Market Research & Consumer Insights (BPAHALAA)

Keywords

• Consumer market research
• Equity research reports
• Subscription research
• Custom survey research
• Investment intelligence

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Subscription Reports: Regular reports covering Apple, mobile phone carriers (AT&T, Sprint, T-Mobile, Verizon), mobile OS market (iOS, Android), mobile handset market, home automation (Amazon Echo, Google Home, Apple HomePod), ride sharing (Uber, Lyft), and restaurant delivery (DoorDash, GrubHub, Uber Eats, Postmates). Reports available on subscription basis.
2. Single Report Sales: Individual reports available for purchase on single copy basis for clients wanting specific market insights without full subscription.
3. Custom Research: Tailored survey research and custom analysis of existing data sets to provide specific industry and competitive insights for industry participants, private equity investors, and hedge fund managers.
4. Private Briefings and Keynotes: Co-founders provide private briefings to executive teams, investment committees, and boards of directors, including targeted presentations and strategy discussions based on existing CIRP data or proprietary research.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

CIRP surveys consumers on recent purchase activity to generate timely, accurate, and focused insights into consumer behavior for the investment community. The firm translates these survey results into meaningful intelligence on corporate performance in competitive markets, delivering regular research reports covering Apple, mobile carriers, mobile operating systems, mobile handsets, home automation, ride sharing, and restaurant delivery, plus custom research and executive briefings for institutional clients.

Product overview

Consumer Intelligence Research Partners (CIRP) offers a portfolio of consumer market research reports focused on providing equity securities research to the investment community. The core offering consists of regular reports covering technology and consumer markets including Apple, mobile phone carriers (AT&T, Sprint, T-Mobile, Verizon), mobile operating systems (iOS/Android), mobile handsets (Apple, Samsung, LG), home automation (Amazon Echo, Google Home, Apple HomePod), ride sharing (Uber, Lyft), and restaurant delivery (DoorDash, GrubHub, Uber Eats, Postmates). These are delivered via weekly Substack publications for Amazon and Apple, plus subscription or single-copy reports for other sectors. The portfolio also includes custom research services and executive briefing/keynote offerings for private equity and corporate clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Weekly Amazon Reports Weekly subscription-based research analyzing Amazon Prime membership, spending behavior, and market trends, published via Substack for investors, analysts, and industry participants.
• Weekly Apple Reports Weekly subscription-based research analyzing Apple product launches, iPhone sales, and market share trends, published via Substack for investors, analysts, and industry participants.
• Mobile Phone Carrier Market Reports Regular reports covering AT&T, Sprint, T-Mobile, Verizon, and other mobile carriers, providing consumer insights into subscriber acquisition and churn for the investment community.
• Mobile Phone Operating System Market Reports Reports analyzing the competitive landscape between Apple iOS and Google Android platforms, including consumer switching behavior and market share trends.
• Mobile Phone Handset Market Reports Reports tracking consumer purchase activity for Apple, Samsung, LG, and other handset manufacturers to inform investment analysis of the mobile handset market.
• Home Automation Market Reports Reports analyzing consumer adoption and usage of Amazon Echo, Google Home, Apple HomePod, and other connected home products for investment and industry audiences.
• Ride Sharing Market Reports Reports providing consumer insights into the Uber and Lyft ride sharing market, including usage patterns and brand preferences for investors and industry participants.
• Restaurant Delivery Market Reports Reports analyzing consumer behavior in the restaurant delivery market, covering DoorDash, GrubHub, Uber Eats, and Postmates, for investment and industry audiences.
• Custom Research Services Tailored survey analysis and custom data sets created for specific industry and competitive insights, serving private equity investors, hedge fund managers, and industry participants.
• Executive Briefings and Keynotes Private briefings and keynote presentations for executive teams, investment committees, and boards of directors, covering specific industries or companies with targeted presentations and strategy discussions based on CIRP data and proprietary research.

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Counterpoint Research: Specializes in mobile handset, smartphone component, and connected device research with frequent media citations similar to CIRP. Closely comparable on Apple, Samsung, and mobile carrier coverage and on investor-facing research output.
• Canalys: Technology market analyst firm focused on smartphones, mobile carriers, and consumer tech ecosystems. Closely comparable to CIRP in tracking Apple vs. Android, carrier share, and handset shipments for the investment community.
• Morning Consult: Subscription-based consumer research and brand tracking firm serving investors, brands, and media. Comparable to CIRP in recurring consumer survey products sold to the investment community, with a broader sector remit.

Emerging players

• YipitData: Alternative data provider selling proprietary consumer and e-commerce datasets to hedge funds and PE firms. Compares to CIRP in serving institutional investors with consumer insights, but via web-scraped and panel data at greater scale.
• Sensor Tower: Venture-backed alternative data platform providing mobile app, advertising, and consumer engagement intelligence. Compares to CIRP as an investor-focused consumer data provider, but via productized dashboards rather than subscription reports.
• SimilarWeb: Digital consumer intelligence platform tracking website, app, and e-commerce behavior. Comparable to CIRP as a data source cited in media and used by investors to gauge Amazon and consumer-tech performance, but at materially larger scale.

Broad incumbents

• IDC: Global market intelligence firm with deep coverage of smartphones, mobile OS, and consumer technology. Overlaps directly with CIRP's mobile handset and OS subscription reports but operates as a broad IT/telecom incumbent.
• Circana (formerly NPD Group): Large-scale consumer market research firm covering retail, technology, and consumer electronics with syndicated point-of-sale and consumer panel data. Directly comparable to CIRP as a consumer insights provider to brands and investors, though at much greater scale.
• Kantar: Global consumer insights and analytics firm with consumer panel, brand tracking, and media research offerings. Comparable to CIRP as a B2B consumer research provider, though substantially larger and broader in scope.
• Gartner: Large IT and technology advisory firm covering consumer devices, mobile, and enterprise tech with subscription research. Overlaps with CIRP on Apple and mobile research serving investor and enterprise clients, but as part of a far broader portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/2911422

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Consumer Intelligence Research Partners - CIRP