Author: Janine Perri

Regis Corporation’s (NYSE: RGS) pandemic sales growth varies by state
When hair salons temporarily closed at the beginning of the pandemic, many consumers turned to DIY haircuts—with varying degrees of success. Hair salons gradually reopened as COVID-19 cases slowed and state and local authorities lifted their shelter-in-place orders, but sales at Regis Corporation (NYSE: RGS)—the parent company behind salon brands such as Supercuts, Cost Cutters, … Continued
Janine Perri — 31 Jan 2022
Mattress Firm has a spring in its step, as sales rise ahead of IPO
In early January 2022, Mattress Firm filed for an IPO. The mattress company was taken private in late summer 2016 after about five years of trading on the NASDAQ. Consumer spending data shows that Mattress Firm’s sales have grown over the past two years, as average transaction values at the retailer have increased compared to … Continued
Janine Perri — 25 Jan 2022
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
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