• Industry Overview

    Analyzing the U.S. fast fashion market with consumer transaction data analytics

    Complementing traditional fundamental data, alternative data enriches investors’ workflow and equips analysts with insights into company performance and consumer trends. More specifically, consumer transaction data analytics offer a direct view into a company’s observed transactions, which in turn gives a read into important revenue and KPIs across a broad segment of industries. Bloomberg Second Measure … Continued
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    • Industry Overview

    Uber vs. Lyft: Who’s tops in the battle of U.S. rideshare companies

    When U.S. cities and states faced shelter-in-place orders to limit the spread of the coronavirus, Americans’ reduced mobility resulted in plummeting sales at rideshare companies. Bloomberg Second Measure’s transaction data shows that while sales at rideshare industry leaders Lyft (NASDAQ: LYFT) and Uber (NYSE: UBER) began to recover shortly after their early pandemic drop, they did so at different rates.
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    • Industry Overview

    Which company is winning the restaurant food delivery war?

    When many Americans sheltered in their homes early in the coronavirus pandemic, meal delivery sales reached new heights. Bloomberg Second Measure’s consumer transaction data analytics show that in April 2020, combined observed sales for major meal delivery services grew 162 percent year-over-year and 59 percent compared to the previous month. The meal delivery industry as … Continued
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    • Industry Overview

    COVID-19 Industry Tracker

    U.S. consumer spending has been altered by the coronavirus pandemic. By analyzing industry-level data, consumer spending trends can provide insight into which sectors of the economy are recovering fastest.
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    • Industry Overview

    Instacart and Walmart lead the pack in grocery delivery sales

    While demand for grocery delivery still exceeds pre-pandemic levels, sales have been gradually declining in 2021. Through all of the expansion and contraction over the past few years, Instacart and Walmart Grocery continue to be leaders in the grocery delivery space.
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