Kestrel Market
Marketplace Analytics · Illustrative dataset
Data as of Mar 31, 2026 · Refresh: Daily
Overview
Growth
Unit Economics
Cohorts
Categories
Period
Category
Showing 24 months · Category: All ·

Analyst Commentary

Auto-generated · reviewed weekly

    GMV & Net Revenue

    Monthly · Net revenue = GMV × take rate

    Period CAGR

    Take Rate

    Net revenue ÷ GMV · %

    Category Mix

    Share of marketplace volume · selected period

    Buyer Cohort Retention

    % of cohort buyers placing ≥1 order in month N

    GMV Trend · Monthly

    Bars = GMV. Line = 3-month moving average.

    Period CAGR

    Month-over-Month GMV Growth

    %. Positive bars = growth, negative = contraction.

    Active Buyers & Sellers

    Unique active participants per month.

    Unit Economics · Per Buyer (LTM)

    $ per acquired buyer, trailing 12 months.

    Contribution Margin per Order

    Revenue − variable costs, $ per order.

    LTV : CAC by Acquisition Quarter

    Ratio of lifetime value to customer acquisition cost. Target ≥ 3.0x.

    Buyer Cohort Retention · Quarterly Cohorts

    % of cohort buyers placing ≥1 order in month N after acquisition.

    Retention Curves

    Each line = one acquisition cohort.

    Cohort Size · New Buyers per Quarter

    Count of first-time buyers.

    Category Mix · Selected Period

    Share of GMV by category.

    Category GMV Over Time

    Monthly GMV, stacked by category.

    YoY Growth by Category

    Latest 12M vs. prior 12M, %.