About Data Points

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

Department stores showed signs of recovery during 2021 holiday season

Department stores showed signs of sales recovery during the recent holiday season. Consumer transaction data reveals that 2021 holiday sales at several major U.S. department store parent companies approached pre-pandemic levels, and a few companies such as Dillard’s (NYSE: DDS) and Hudson’s Bay Company even exceeded holiday sales before the pandemic. At the same time, … Continued

Janine Perri — 19 Jan 2022

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. Our data reveals that in December 2021, sales for meal delivery services grew 13 percent year-over-year.

Janine Perri — 14 Jan 2022

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. With the exception of a late 2020 dip, sales have been gradually recovering since April 2020.

Janine Perri — 14 Jan 2022

Brilliant Earth and other jewelry companies’ sales sparkle amid holidays and pandemic wedding boom

Pandemic engagements and holiday shopping have corresponded with dazzling sales for jewelry companies, including both brands that are mostly focused on ecommerce as well as those that have historically sold through brick-and-mortar stores. Transaction data indicates that sales at newly public DTC e-tailer Brilliant Earth (NASDAQ: BRLT) have more than doubled between November 2019 and … Continued

Janine Perri — 10 Jan 2022

Albertsons Companies’ (NYSE: ACI) sales per customer has increased in the pandemic

Albertsons Companies, Inc (NYSE: ACI), the parent company of supermarket chains such as Albertsons Markets, Safeway, and Acme, made its public debut back in June 2020. Alternative data—specifically, Bloomberg Second Measure’s consumer transaction data—shows that after an initial bump in sales at the beginning of the pandemic, Albertsons Companies’ sales are back to pre-pandemic levels. … Continued

Janine Perri — 04 Jan 2022

Spotify’s new Duo plan has the highest customer retention among U.S. paid subscriptions

Over the past few years, Spotify (NYSE: SPOT) has rolled out new options for its listeners. Most recently, in July 2020, Spotify introduced its Premium Duo plan, which is designed for two-person households and offers two premium accounts for one discounted price. While the Premium Duo plan currently represents only about 2 percent of Spotify’s … Continued

Janine Perri — 16 Dec 2021