Author: Janine Perri

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
Amid rapid inflation, which grocery companies are seeing the most growth in U.S. consumer spending?
In July 2022, the grocery industry reportedly experienced the biggest year-over-year price hikes since the 1970s, affected by factors such as inflation and ongoing supply chain issues. So how has consumer spending at specific supermarket chains fared against this backdrop? Using consumer transaction data, we analyzed how U.S. consumer spending at major grocery store companies—including … Continued
Janine Perri — 17 Aug 2022
Five Below has the highest transaction value among discount retailers, but customers shop more frequently at Dollar General
As inflation continues to rise, many consumers are reportedly turning to discount stores for household essentials. Our competitive analysis of major discount retailers—including Five Below (NASDAQ: FIVE), Dollar General (NYSE: DG), Dollar Tree, Inc (NASDAQ: DLTR), and 99 Cents Only Stores—found that Five Below had the highest average transaction value, but Dollar General had the … Continued
Janine Perri — 09 Aug 2022
AMC sales in June surpassed pre-pandemic levels
With summer blockbusters attracting moviegoers back to the box office, consumer transaction data reveals that U.S. sales for AMC Entertainment Holdings (NYSE: AMC) in June 2022 tripled compared to the same month last year. Our analysis further shows that the movie theater chain’s sales and average monthly sales per customer are higher than they were … Continued
Janine Perri — 25 Jul 2022
Online customers outspend retail customers at Bed Bath & Beyond
In the wake of an earnings miss in its most recent fiscal quarter, Bed Bath & Beyond Inc (NASDAQ: BBBY) recently announced leadership changes and is reportedly considering a sale of its Buybuy Baby subsidiary. Consumer transaction data reveals that for BBBY’s namesake retail chain Bed Bath & Beyond, sales in June 2022 were about … Continued
Janine Perri — 14 Jul 2022