Author: Michal Kaczmarski

After robust growth early in the pandemic, are Chewy’s sales still a howling success?

Pet supply companies saw their sales rise early in the pandemic, as many U.S. consumers adopted pets during the pandemic lockdowns. In the case of Chewy (NYSE: CHWY), a digitally-native pet supply company, sales remain elevated more than two years into the pandemic, Bloomberg Second Measure’s consumer transaction data shows. A closer look reveals, however, … Continued

Michal Kaczmarski — 13 Oct 2022

Will Party City’s Halloween sales balloon in 2022?

Following Party City Holdco Inc’s (NYSE: PRTY) FY22 Q2 earnings beat, the company announced its hiring of 20,000 additional workers, anticipating a busy Halloween in 2022. Bloomberg Second Measure’s consumer transaction data shows that Party City Holdco Inc.’s U.S. sales increased year-over-year in October 2021, but are yet to reach pre-pandemic levels. Additionally, we found … Continued

Michal Kaczmarski — 03 Oct 2022

Gap Inc saw double-digit sales growth for some of its brands

Gap Inc (NYSE: GPS) recently saw its CEO step down amidst weakening sales and supply chain issues. However, our consumer transaction data shows that while some brands within Gap Inc’s portfolio—Old Navy and its namesake brand Gap—saw their U.S. sales decline year-over-year in Q2 2022, other brands like Athleta, Banana Republic, and Banana Republic Factory … Continued

Michal Kaczmarski — 29 Jul 2022

McDonald’s sales beef up, as fast food sales soar

Quick-service restaurants have seen their sales grow during the pandemic. Bloomberg Second Measure transaction data shows that this has also been the case with major fast food chains such as McDonald’s (NYSE: MCD) and Wendy’s (NASDAQ: WEN).

Michal Kaczmarski — 27 Apr 2022

Valentine’s Day 2021 sales were rosy for 1-800-Flowers.com (NASDAQ: FLWS) and From You Flowers

Transaction data shows that sales among DTC flower upstarts jumped during the pandemic, particularly during holidays such as Mother’s Day and Valentine’s Day.

Michal Kaczmarski — 14 Feb 2022