Consumer transaction data reveals that so far in 2022, average transaction values for Dollar Tree, Inc (NASDAQ: DLTR) have been elevated, continuing its trend of increasing transaction values during the pandemic. However, as Bloomberg Second Measure's data shows, Dollar General (NYSE: DG) continues to have a larger dollar store market share compared to Dollar Tree, Inc, as Dollar General’s customers buy more frequently and spend more per visit.
Even as new competitors have entered the streaming wars, Netflix and the Disney+ bundle had the highest overall average customer retention rates in 2021. A further breakdown of streaming services’ customer retention by acquisition price point shows that most ad-free streaming plans also had higher customer retention rates than their ad-supported counterparts.
Domino’s (NYSE: DPZ) is still the big cheese when it comes to national pizza chain market share, but Papa John’s (NASDAQ: PZZA) has experienced the most sales growth among major pizza companies since 2019.
The dog-walking platform Wag announced in February 2022 that it is planning its public debut via a SPAC deal. Its main rival, Rover (NASDAQ: ROVR), went public in August 2021, also through a SPAC merger. But pandemic recovery has differed for these two canine care companies.
Transaction data shows that sales among DTC flower upstarts jumped during the pandemic, particularly during holidays such as Mother’s Day and Valentine’s Day.
After sweating out the early months of COVID-19, several national gym chains are finally experiencing a healthy increase in membership levels. Our competitive analysis of gym companies illustrates that U.S. customer counts steadily increased throughout 2021, and memberships at gym chains such as Crunch Fitness, Planet Fitness, and Anytime Fitness almost reached or exceeded pre-pandemic levels.
