In addition to some wholesale clubs continuing to see strong growth in sales and average spend per customer throughout the pandemic, we also found that fuel sales through wholesale clubs skyrocketed in March 2022.
Grocery delivery companies such as Instacart experienced heightened demand during the pandemic. Here's how Instacart's quarterly sales growth has fared nationwide and in major metro areas.
Dick's Sporting Goods Inc (NYSE: DKS) knocked it out of the park in the fourth quarter of 2021, reporting another earnings beat. Consumer transaction data shows that most sales for the sports retailer over the past several years have continued to originate from in-store purchases, rather than a shift to ecommerce.
Consumer transaction data reveals that so far in 2022, average transaction values for Dollar Tree, Inc (NASDAQ: DLTR) have been elevated, continuing its trend of increasing transaction values during the pandemic. However, as Bloomberg Second Measure's data shows, Dollar General (NYSE: DG) continues to have a larger dollar store market share compared to Dollar Tree, Inc, as Dollar General’s customers buy more frequently and spend more per visit.
Even as new competitors have entered the streaming wars, Netflix and the Disney+ bundle had the highest overall average customer retention rates in 2021. A further breakdown of streaming services’ customer retention by acquisition price point shows that most ad-free streaming plans also had higher customer retention rates than their ad-supported counterparts.
Domino’s (NYSE: DPZ) is still the big cheese when it comes to national pizza chain market share, but Papa John’s (NASDAQ: PZZA) has experienced the most sales growth among major pizza companies since 2019.
