Author: Janine Perri

Instacart sales slow nationwide, but growth continues in some metros
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.
Janine Perri — 28 Apr 2022
Ahead of earnings beat, in-store spending still drove sales at Dick’s Sporting Goods Inc
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.
Janine Perri — 12 Apr 2022
Dollar General holds higher market share, as Dollar Tree, Inc sees rising consumer spend
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.
Janine Perri — 30 Mar 2022
Streaming services see slightly higher customer retention with ad-free plans
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.
Janine Perri — 18 Mar 2022
Domino’s grabs the biggest slice of pizza chain market share
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.
Janine Perri — 08 Mar 2022
With its upcoming public debut, Wag hopes to run with the big dogs
The dog-walking platform Wag announced in February 2022 that it is planning its public debut via a SPAC deal. Its main rival, Rover (NASDAQ: ROVR), went public in August 2021, also through a SPAC merger. But pandemic recovery has differed for these two canine care companies.
Janine Perri — 01 Mar 2022