Apptopia pointed out BeReal's growth before it was cool. Well, I guess it was cool at that point but maybe not super cool. Now that BeReal is super cool, we wanted to check in and see what it's growth trajectory is like because let's face it, new powerhouse social apps do not appear every day. TikTok was the last app to do it (2018) and before that it was Snapchat (2011). Let me know if I'm missing something. I don't think BeReal will be a powerhouse but it could fall into the secondary tier of social apps like Reddit or IMVU.

BeReal launched in late 2019 but didn't start taking off until early 2022. Clubhouse, the last social app sensation, launched in September 2020 but didn't start taking off until early 2021. This works out well for our comparison. We lined up cumulative downloads for both apps through the halfway point of their respective years (through June) and the numbers are close but BeReal edges out Clubhouse by 1.45 million downloads. Also notable but not seen well in this chart is that Clubhouse's downloads are mostly from two very big spikes and BeReals are semi-continuously going up in number. It's a trend that does look more sustainable.

Recent research tells us managing grocery costs is important for the U.S. consumer, so we wondered - how are meal delivery apps faring? Since Uber Eats and DoorDash pivoted toward grocery late last year, they've lead the market. What is a surprise is Caviar's growth in MAUs. Caviar, owned by DoorDash, is the premiere meal delivery that set out to deliver from Michelin Star restaurants... ironic time to be taking off. Speaking of stars, Grubhub gets one for cutting its losses in half this month, which could have something to do with the launch of Campus Delivery Robots.