On September 18, 2023, after many months of anticipation, Instacart (NASDAQ: CART) went public. Bloomberg Second Measure’s consumer transaction data analytics show that in the months leading up to Instacart’s IPO, Instacart Delivery’s U.S. sales remained elevated compared to levels seen both pre-pandemic and early in the pandemic, but its year-over-year sales growth slowed. The … Continued

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

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

Meal kit companies had sizzling sales in the early months of COVID-19, as consumers turned to subscription services to fulfill basic needs. But in recent years, the industry has seen challenges related to seasonal demand, rising inflation, and high operational and marketing costs. In fact, some meal kit companies like Blue Apron and HelloFresh announced … Continued

Despite high inflation and rising menu prices, full-service restaurants (FSRs) have been staging a comeback. Consumer transaction data reveals that for major FSR competitors—Bloomin’ Brands (NASDAQ: BLMN), The Cheesecake Factory Inc (NASDAQ: CAKE), Cracker Barrel Old Country Store Inc (NASDAQ: CBRL), Darden Restaurants (NYSE: DRI), Denny’s Corp (NASDAQ: DENN), and Dine Brands Global (NYSE: DIN)—sales … Continued