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

    Cruise lines set sail toward sales recovery

    Some cruise lines, including Norwegian and Royal Caribbean, have started setting sail again after being on hiatus throughout the pandemic. The cruise industry is one of the many areas within the travel sector—such as airlines, rental cars, and hospitality—that have been rebounding over the summer. Royal Caribbean and Viking River Cruises in particular have captured … Continued

    Macy’s earnings surprise signals consumers’ return to retail

    As retailers see increased traffic from shoppers returning to brick-and-mortar stores, department stores such as Macy’s are experiencing significant sales growth. In fact, Macy’s Inc.’s (NYSE: M) most recent earnings report outperformed investors’ expectations. Consumer transaction data identified growth in retail channel sales and spend migration from competitors as factors potentially driving Macy’s earnings surprise. Transaction … Continued

    Coffee subscription sales perk up during pandemic

    When shelter-in-place orders went into effect, many coffee drinkers turned to DTC coffee subscription companies for their daily cup of joe. Consumer transaction data reveals how three select coffee brands—Blue Bottle Coffee, Peet’s Coffee, and Philz Coffee—whose offerings include retail cafes, coffee bean delivery, and coffee subscriptions experienced a sizable shift to online sales, as … Continued

    Movie theater sales grow amid reopenings

    Throughout the COVID-19 pandemic, consumers turned to streaming services as movie theaters, sports stadiums, concert halls, and other live event venues shut down. The gradual reopenings of brick and mortar businesses has boosted movie theater attendance and sales as the summer blockbuster season gets underway. Additionally, some companies such as AMC Theatres have seen increasing … Continued