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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.

The TJX Companies has the highest market share and per-customer spend among off-price retailers

With holiday shopping in full swing, several retailers—including department stores like Kohl’s and big-box stores like Target—are reportedly bracing for deep discounts in response to excess inventory and value-conscious consumers. At the same time, off-price retailers are reportedly benefitting from the inventory challenges faced by their suppliers, and have been able to negotiate lower buying … Continued

Janine Perri — 22 Nov 2022

How did department stores’ retail sales fare during Black Friday week in 2021?

Pandemic-driven shifts away from retail shopping during the 2020 holiday season raised the question of whether sales events such as Black Friday would draw shoppers back to stores in 2021. Looking at in-store consumer trends for major department store companies—Macy’s Inc (NYSE: M), Kohl’s (NYSE: KSS), Dillard’s (NYSE: DDS), J.C. Penney, and Nordstrom Inc (NYSE: … Continued

Janine Perri — 16 Nov 2022

Transaction data projected Dillard’s earnings surprise ahead of Q3 report

Following a reported sales slowdown in its second fiscal quarter, department store chain Dillard’s Inc (NYSE: DDS) exceeded investors’ expectations with the release of its third quarter earnings report. Prior to the Q3 earnings surprise announcement, transaction data from Bloomberg Second Measure projected Dillard’s third quarter revenue within 1 percent of the company’s reported revenue. … Continued

Janine Perri — 14 Nov 2022

Black Friday customer growth at Sportsman’s Warehouse outpaced sporting goods competitors in 2021

As the holiday season approaches, retailers are gearing up for major sales events like Black Friday. Among these are sporting goods retailers, which reportedly saw an increase in demand for camping and outdoor gear during pandemic lockdowns. So how did these companies fare during Black Friday week over the last few years? Our peer analysis … Continued

Janine Perri — 08 Nov 2022

How did the surprise Amazon Prime Day in October 2022 compare to similar sales events?

For the first time ever, Amazon.com Inc (NASDAQ: AMZN) hosted two Prime Day sales events in the same year—one in July and one in October of 2022. So how did the Amazon Prime Day 2022 results in October fare against previous Prime Days, as well as competing sales events held by retail competitors Walmart Inc … Continued

Janine Perri — 31 Oct 2022

Full-service restaurants are serving up strong sales performance

Despite high inflation and rising menu prices, full-service restaurants (FSRs) have been staging a comeback. Consumer transaction data reveals that for major FSR competitors—Bloomin’ Brands (NASDAQ: BLMN), The Cheesecake Factory Inc (NASDAQ: CAKE), Cracker Barrel Old Country Store Inc (NASDAQ: CBRL), Darden Restaurants (NYSE: DRI), Denny’s Corp (NASDAQ: DENN), and Dine Brands Global (NYSE: DIN)—sales … Continued

Janine Perri — 17 Oct 2022