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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.

Sales growth at fashion retailers is a mixed bag compared to pre-COVID levels

A combination of inflation, changing consumer tastes, and inventory challenges have reportedly hit clothing companies hard in 2022. In fact, several fashion retailers—including Abercrombie & Fitch Co. (NYSE: ANF), American Eagle Outfitters (NYSE: AEO), and Urban Outfitters, Inc (NASDAQ: URBN)—missed revenue estimates in their second quarter earnings reports. We analyzed consumer spending trends at these … Continued

Janine Perri — 03 Oct 2022

Will Party City’s Halloween sales balloon in 2022?

Following Party City Holdco Inc’s (NYSE: PRTY) FY22 Q2 earnings beat, the company announced its hiring of 20,000 additional workers, anticipating a busy Halloween in 2022. Bloomberg Second Measure’s consumer transaction data shows that Party City Holdco Inc.’s U.S. sales increased year-over-year in October 2021, but are yet to reach pre-pandemic levels. Additionally, we found … Continued

Michal Kaczmarski — 03 Oct 2022

Starbucks sales shine during 2022 pumpkin spice latte launch

The return of seasonal offerings like the pumpkin spice latte (or “PSL”)—which launched at Starbucks (NASDAQ: SBUX) this year on August 30—coincided with a noticeable uptick in weekly U.S. sales for the coffee chain. Looking at Starbucks’ sales volume during fall menu launches over the past four years, U.S. weekly sales were also highest during … Continued

Janine Perri — 19 Sep 2022

Shoe Carnival racks up retail sales during the back-to-school season and ecommerce sales during the holidays

Footwear retailer Shoe Carnival Inc (NASDAQ: SCVL) kicked off its third fiscal quarter as the 2022 back-to-school season was in full swing. A breakdown of retail and ecommerce spending trends found that Shoe Carnival Inc stores experience a hike in sales during August, corresponding with back-to-school shopping, while the company’s ecommerce sales instead sees their biggest spike during the holidays.

Janine Perri — 14 Sep 2022

Chipotle’s online and retail sales exceed pre-COVID levels, as the fast casual chain eyes expansion

Earlier this year, Chipotle Mexican Grill (NYSE: CMG) reiterated its plan to more than double its retail footprint in the U.S. and Canada, with a special focus on increasing its drive-thru capabilities. During the pandemic, the fast casual chain experienced strong growth in its online sales—which are still elevated in 2022—as well as gradual recovery … Continued

Janine Perri — 01 Sep 2022

As big-box stores drop prices, how have spending trends changed at Walmart and Target?

Big-box stores Target Corporation (NYSE: TGT) and Walmart Inc (NYSE: WMT)—which both recently reported their quarterly earnings—have faced excess inventory challenges over the last few months, slashing prices even as inflation has soared to new heights. Our credit and debit card transaction data reveals that in 2022, monthly average transaction values have generally increased year-over-year … Continued

Janine Perri — 24 Aug 2022