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.

    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. Uber sales were up 310 percent year-over-year and Lyft sales were up 266 percent year-over-year in May 2021.

    Airbnb and hotel industry show signs of strong recovery

    Transaction data reveals that travel-related sectors are recovering. As such, hotel sales spiked in April 2021 as increasing vaccination rates and warmer weather have more U.S. consumers planning vacations. The travel accommodations industry is reaping the benefits of the growing demand for travel, with Airbnb leading the pack. The hotel industry saw sales fall 77 … Continued

    Ulta’s Q1 performance signals increase in beauty spend

    Increasing vaccination rates and loosening policies in regards to large gatherings and mask-wearing have re-ignited consumers’ interest in beauty products. One of the main beneficiaries of this phenomenon is Ulta Beauty, whose Q1 2021 earnings outperformed investors’ expectations. Consumer transaction data reveals that Ulta’s 2021 sales are surpassing historical performance, with sales in March and … Continued

    DTC companies capturing larger share of furniture sales

    Consumer spending data reveals that home furniture sales have grown during the pandemic. While traditional furniture retailers have experienced modest sales growth since summer 2020, direct-to-consumer (DTC) furniture companies are experiencing greater growth and capturing an increasing percentage of market share. This is likely due to both the closure of brick and mortar stores and … Continued

    COVID-19 Industry Tracker

    U.S. consumer spending has been altered by the coronavirus pandemic. Our data reveals that consumers are changing the way they pay for goods and services, with some industries seeing spending shift toward online purchases. Additionally, the pandemic has changed the types of purchases consumers are making, with stimulus recipients increasing their spending on big-ticket items. … Continued