• Retail & Ecommerce

    Amazon’s holiday sales growth outpaced superstore competitors in 2022

    At the end of November 2022, Amazon.com, Inc (NASDAQ: AMZN) announced that it saw record sales during the five-day shopping period between Thanksgiving and Cyber Monday. But how did the rest of the holiday season fare? Consumer transaction data shows that Amazon’s U.S. consumer sales during the 2022 holiday season exceeded its holiday sales during … Continued
    • Retail & Ecommerce

    Etsy.com crafts strong sales in the holiday quarter, while per-visit spend is higher at its resale subsidiaries

    Known for vintage and personalized merchandise, online marketplace Etsy (NASDAQ: ETSY) has become a hot destination for holiday shopping in recent years. Despite increased transaction fees for Etsy sellers as well as consumers’ concerns about inflation, consumer transaction data reveals that Etsy.com’s U.S. sales in November and December of 2022 were relatively consistent compared to … Continued
    • Retail & Ecommerce

    Holiday spending trends paint a rosy picture at Ulta and Sephora

    Beauty companies like Ulta Beauty (NASDAQ: ULTA) have been in the spotlight over the past several months, in response to rising cosmetic sales in the wake of high inflation and economic uncertainty (a phenomenon sometimes referred to as the “lipstick effect”). In fact, Ulta recently surpassed investors’ expectations in its third quarter earnings report and … Continued
    • Retail & Ecommerce

    Shein holds largest U.S. fast fashion market share

    Shein has experienced a meteoric rise in the U.S. fast fashion market, with its sales overtaking established competitors such as H&M and Zara during the COVID-19 pandemic. Using U.S. consumer spending data, we analyzed how Shein sales have boomed over the past few years, as well as how other fast fashion companies have fared. 
    • Retail & Ecommerce

    Claire’s sales sparkle ahead of potential IPO

    Over the past several years, teen-focused jewelry retailer Claire’s Stores Inc went from filing for bankruptcy to filing for an IPO, as the company gradually expanded its offerings to attract new customers and experimented with different omnichannel strategies. Our analysis of U.S. consumer spending data since 2019 found that a higher proportion of the company’s … Continued
    • Retail & Ecommerce

    With the 2022 holiday season underway, how did Walmart, Target, and Best Buy perform during Black Friday week?

    As the battle for consumer spending intensifies in the 2022 holiday season, Bloomberg Second Measure analyzed three major big-box retailers known for their Black Friday events—Walmart Inc (NYSE: WMT), Target Corporation (NYSE: TGT), and Best Buy Co, Inc (NYSE: BBY)—to see how they fared during Black Friday week. Using consumer transaction data, we found that … Continued