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A research blog transforming data into stories about consumer trends. Hundreds of journalists trust our data. We have been cited in The New York Times, The Wall Street Journal, Bloomberg, and more.

How did sales growth during Walmart Plus Week compare to that of Amazon Prime Day 2023?

In July 2023, Walmart and Amazon.com held their respective sales events—Walmart Plus Week (July 10-13) and Amazon Prime Day (July 11-12). Bloomberg Second Measure’s consumer transaction data shows that Amazon.com Inc (NASDAQ: AMZN) experienced double-digit week-over-week growth in U.S. consumer sales during the week of Amazon Prime Day 2023. Meanwhile, ahead of Walmart Inc’s (NYSE: … Continued

Michal Kaczmarski — 15 Aug 2023

Netflix’s new subscriber counts soared amid password sharing crackdown

On May 23, 2023, more than a year after making its first announcement regarding the password sharing crackdown, Netflix (NASDAQ: NFLX) began limiting account access to only people living in the same household. Ahead of Netflix’s FY23 Q2 earnings call, Bloomberg Second Measure’s consumer transaction data shows that the streaming platform experienced a spike in … Continued

Michal Kaczmarski — 13 Jul 2023

Movie theater sales results have been mixed so far in the 2023 summer blockbuster season

Movie theater chains have entered the 2023 summer blockbuster season with a lineup of big-budget titles such as The Little Mermaid, Spider-Man: Across the Spider-Verse, and Transformers: Rise of the Beasts. Our analysis of U.S. consumer spending data at three major movie theater chains—AMC Entertainment Holdings Inc (NYSE: AMC), Cinemark Holdings Inc (NYSE: CNK), and … Continued

Michal Kaczmarski — 10 Jul 2023

Krispy Kreme’s sales per customer has grown amid premiumization trend

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

Michal Kaczmarski — 09 May 2023

Netflix saw sales growth in Q1 2023, while new ad-supported subscription tier is still catching on

On April 18, 2023, Netflix (NASDAQ: NFLX) announced its FY23 Q1 revenue results. Despite initiatives aimed at boosting its sales and subscription numbers, such as the recently introduced ad-supported subscription tier, Netflix reported an earnings miss. Transaction data shows that while the company’s Q1 2023 U.S. sales grew compared to Q1 2022 and Q1 2021, … Continued

Michal Kaczmarski — 21 Apr 2023

Amid decreased consumer spending on electronics, Best Buy’s average sales per customer still surpasses pre-COVID levels

In its recent fourth quarter earnings call, Best Buy Co Inc (NYSE: BBY) projected another year of lower consumer spending on electronics. The electronics retailer saw strong consumer sales in the early months of the COVID-19 pandemic, as work-from-home policies drove spending on home office equipment. More recently, however, Best Buy has experienced challenges related … Continued

Janine Perri — 11 Apr 2023