Author: Janine Perri

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
A look at customer retention by acquisition price point indicates that the Premium Duo plan has a higher customer retention rate after 12 months than other Spotify subscription plans⁠—including the Premium Individual plan, the Premium Family plan, and the Premium Student plan.
Janine Perri — 16 Dec 2021
Transaction data projected SFIX and RENT revenue ahead of earnings reports and now sees sales slowdown for Stitch Fix
Last week, DTC clothing subscription companies Stitch Fix (NASDAQ: SFIX) and Rent the Runway (NASDAQ: RENT) released earnings reports showing strong revenue growth in the most recent fiscal quarter. Before these earnings reports were released, transaction data from Bloomberg Second Measure projected the quarter’s revenue within 1 percent of each company’s reported revenue.
Janine Perri — 15 Dec 2021
Shake Shack expands online presence during the pandemic
Throughout the COVID-19 pandemic, Shake Shack (NYSE: SHAK) has been revamping its omnichannel strategy. Consumer transaction data shows that Shake Shack’s online sales as a percentage of total U.S. sales has been on the rise over the past two years.
Janine Perri — 06 Dec 2021
Big-box retailers closed last Thanksgiving saw a decrease in sales
In 2020, several big-box chains—including Walmart, Target, and Best Buy—announced that they would close their retail locations on Thanksgiving Day due to the ongoing COVID-19 pandemic. Consumer transaction data reveals that among the three companies, Walmart saw the most significant decrease in year-over-year sales the week of Thanksgiving that year.
Janine Perri — 22 Nov 2021
Glossier sales shine on Black Friday and Cyber Monday
Glossier—the DTC beauty company that recently raised $80 million in Series E funding—has historically held one major sale each year, coinciding with Black Friday and Cyber Monday. Here's how sales during Glossier’s sales events compare to its sales the rest of the year.
Janine Perri — 11 Nov 2021