Department stores showed signs of sales recovery during the recent holiday season. Consumer transaction data reveals that 2021 holiday sales at several major U.S. department store parent companies approached pre-pandemic levels, and a few companies such as Dillard’s (NYSE: DDS) and Hudson’s Bay Company even exceeded holiday sales before the pandemic. At the same time, … Continued

Pandemic engagements and holiday shopping have corresponded with dazzling sales for jewelry companies, including both brands that are mostly focused on ecommerce as well as those that have historically sold through brick-and-mortar stores. Transaction data indicates that sales at newly public DTC e-tailer Brilliant Earth (NASDAQ: BRLT) have more than doubled between November 2019 and … Continued

In 2020, several big-box chains announced that they would close their retail locations on Thanksgiving Day due to the ongoing COVID-19 pandemic. One year later, some of those same companies—including Walmart, Target, and Best Buy—will remain closed again on Thanksgiving. Consumer transaction data reveals that among the three companies, Walmart saw the most significant decrease … Continued

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. Consumer transaction data reveals that Glossier’s sales the week of Black Friday are continuing to grow year-over-year. At the same time, a comparative analysis of other major beauty … Continued

The COVID-19 pandemic has led to a shift in beauty and grooming habits, as exemplified by the rise of the quarantine beard and DIY haircuts. Men’s grooming subscription companies—both those that cater to clean-shaven customers and those that offer products for bearded customers—saw a higher percentage of new customers early in the pandemic compared to … Continued