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.

Gopuff sales skyrocket, as potential IPO looms

Instant delivery companies proliferated early in the pandemic, especially in urban markets like New York City and Boston. But for many of these companies, their life cycle has also been ultrafast. In recent months, instant delivery competitors including Jokr, Buyk, and Fridge No More have permanently shut down or ceased operations in the U.S. However, … Continued

Janine Perri — 23 Jun 2022

As potential buyout nears, Kohl’s leads department store market share

After months of pressure from activist hedge funds, national department store chain Kohl’s Corporation (NYSE: KSS) announced in May 2022 that it was exploring a potential buyout. The announcement came amid a shifting retail industry in which several big-box retailers like Walmart and Target reported disappointing first quarter results, while some department store companies such … Continued

Janine Perri — 21 Jun 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 May 2022, sales for meal delivery services grew 8 percent year-over-year.

Janine Perri — 15 Jun 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 year-end dips in 2020 and 2021, sales have been gradually recovering since April 2020.

Janine Perri — 15 Jun 2022

Despite earnings miss, Big Lots’ average transaction values still exceeded pre-pandemic levels

National discount retail chain Big Lots (NYSE: BIG) reported an earnings miss in its most recent fiscal quarter, joining other major retailers like Walmart (NYSE: WMT) and Target (NYSE: TGT), whose company performance and earnings have also been hit hard by rising labor costs and supply chain issues. Consumer transaction data shows that both customer … Continued

Janine Perri — 08 Jun 2022

Turo sales and customer growth surge ahead of IPO

Summer vacation is around the corner, and consumer demand for travel has picked up again. Chip shortages have driven up the price of new and used cars, while gas prices have reached historic levels and contributed to soaring airfares. The rental car and car sharing industry has also typically seen higher sales in the summer … Continued

Janine Perri — 03 Jun 2022