About Data Points

A research blog transforming data into stories about consumer trends. Hundreds of journalists trust our data. We have been cited in The New York Times, The Wall Street Journal, Bloomberg, and more.

Analyzing the U.S. fast fashion market with consumer transaction data analytics

Complementing traditional fundamental data, alternative data enriches investors’ workflow and equips analysts with insights into company performance and consumer trends. More specifically, consumer transaction data analytics offer a direct view into a company’s observed transactions, which in turn gives a read into important revenue and KPIs across a broad segment of industries. Bloomberg Second Measure … Continued

Janine Perri — 24 May 2024

Uber vs. Lyft: Who’s tops in the battle of U.S. rideshare companies

When U.S. cities and states faced shelter-in-place orders to limit the spread of the coronavirus, Americans’ reduced mobility resulted in plummeting sales at rideshare companies. Bloomberg Second Measure’s transaction data shows that while sales at rideshare industry leaders Lyft (NASDAQ: LYFT) and Uber (NYSE: UBER) began to recover shortly after their early pandemic drop, they did so at different rates.

Michal Kaczmarski — 15 Apr 2024

Which company is winning the restaurant food delivery war?

When many Americans sheltered in their homes early in the coronavirus pandemic, meal delivery sales reached new heights. Bloomberg Second Measure’s consumer transaction data analytics show that in April 2020, combined observed sales for major meal delivery services grew 162 percent year-over-year and 59 percent compared to the previous month. The meal delivery industry as … Continued

Michal Kaczmarski — 15 Apr 2024

Sales at dollar and discount stores surged during the 2023 holiday season

Going into the 2023 holiday season, many retailers sounded notes of caution regarding consumer spending, as pressures such as student loan payment resumption and higher interest rates weighed on spending budgets of many U.S. consumers. Bloomberg Second Measure transaction data analytics show that amid such pressures, holiday shoppers turned to value retailers during the 2023 … Continued

Michal Kaczmarski — 25 Jan 2024

Amazon’s 2023 Black Friday week observed sales rose, while big-box retailers showed mixed results

Retailers entered the 2023 holiday season amid U.S. consumer spending jitters. With pressures such as student loan payment resumption and higher interest rates looming over holiday spending budgets, how did Black Friday week sales fare in 2023? Bloomberg Second Measure’s consumer transaction data analytics show that observed U.S. sales at Amazon.com Inc (NASDAQ: AMZN) grew … Continued

Michal Kaczmarski — 06 Dec 2023

How did Instacart’s grocery delivery sales fare ahead of its IPO?

On September 18, 2023, after many months of anticipation, Instacart (NASDAQ: CART) went public. Bloomberg Second Measure’s consumer transaction data analytics show that in the months leading up to Instacart’s IPO, Instacart Delivery’s U.S. sales remained elevated compared to levels seen both pre-pandemic and early in the pandemic, but its year-over-year sales growth slowed. The … Continued

Michal Kaczmarski — 05 Oct 2023