Author: Michal Kaczmarski

Netflix’s new subscriber counts soared amid password sharing crackdown
On May 23, 2023, more than a year after making its first announcement regarding the password sharing crackdown, Netflix (NASDAQ: NFLX) began limiting account access to only people living in the same household. Ahead of Netflix’s FY23 Q2 earnings call, Bloomberg Second Measure’s consumer transaction data shows that the streaming platform experienced a spike in … Continued
Michal Kaczmarski — 13 Jul 2023
Movie theater sales results have been mixed so far in the 2023 summer blockbuster season
Movie theater chains have entered the 2023 summer blockbuster season with a lineup of big-budget titles such as The Little Mermaid, Spider-Man: Across the Spider-Verse, and Transformers: Rise of the Beasts. Our analysis of U.S. consumer spending data at three major movie theater chains—AMC Entertainment Holdings Inc (NYSE: AMC), Cinemark Holdings Inc (NYSE: CNK), and … Continued
Michal Kaczmarski — 10 Jul 2023
Krispy Kreme’s sales per customer has grown amid premiumization trend
In recent years, Krispy Kreme Inc (NASDAQ: DNUT) debuted a range of products at higher price points such as fritters, cinnamon rolls, and hand-cut doughnuts. This is in line with the emerging trend dubbed premiumization, as companies across various industries increasingly put an emphasis on higher-priced products in order to increase profit margins. Ahead of … Continued
Michal Kaczmarski — 09 May 2023
Netflix saw sales growth in Q1 2023, while new ad-supported subscription tier is still catching on
On April 18, 2023, Netflix (NASDAQ: NFLX) announced its FY23 Q1 revenue results. Despite initiatives aimed at boosting its sales and subscription numbers, such as the recently introduced ad-supported subscription tier, Netflix reported an earnings miss. Transaction data shows that while the company’s Q1 2023 U.S. sales grew compared to Q1 2022 and Q1 2021, … Continued
Michal Kaczmarski — 21 Apr 2023
Grocery Outlet’s sales have soared amid high food prices
In 2022, high inflation impacted sales trends across various retail sectors in the U.S.—from big-box stores and discount chains to grocery companies. While inflation began easing in mid-2022, food prices have remained elevated throughout 2022 and into 2023. Amid rising food prices, discount grocery chain Grocery Outlet (NASDAQ: GO) saw its sales in the first … Continued
Michal Kaczmarski — 14 Mar 2023
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