About Data Points

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.

Amid rapid inflation, which grocery companies are seeing the most growth in U.S. consumer spending?

In July 2022, the grocery industry reportedly experienced the biggest year-over-year price hikes since the 1970s, affected by factors such as inflation and ongoing supply chain issues. So how has consumer spending at specific supermarket chains fared against this backdrop? Using consumer transaction data, we analyzed how U.S. consumer spending at major grocery store companies—including … Continued

Janine Perri — 17 Aug 2022

Five Below has the highest transaction value among discount retailers, but customers shop more frequently at Dollar General

As inflation continues to rise, many consumers are reportedly turning to discount stores for household essentials. Our competitive analysis of major discount retailers—including Five Below (NASDAQ: FIVE), Dollar General (NYSE: DG), Dollar Tree, Inc (NASDAQ: DLTR), and 99 Cents Only Stores—found that Five Below had the highest average transaction value, but Dollar General had the … Continued

Janine Perri — 09 Aug 2022

Gap Inc saw double-digit sales growth for some of its brands

Gap Inc (NYSE: GPS) recently saw its CEO step down amidst weakening sales and supply chain issues. However, our consumer transaction data shows that while some brands within Gap Inc’s portfolio—Old Navy and its namesake brand Gap—saw their U.S. sales decline year-over-year in Q2 2022, other brands like Athleta, Banana Republic, and Banana Republic Factory … Continued

Michal Kaczmarski — 29 Jul 2022

AMC sales in June surpassed pre-pandemic levels

With summer blockbusters attracting moviegoers back to the box office, consumer transaction data reveals that U.S. sales for AMC Entertainment Holdings (NYSE: AMC) in June 2022 tripled compared to the same month last year. Our analysis further shows that the movie theater chain’s sales and average monthly sales per customer are higher than they were … Continued

Janine Perri — 25 Jul 2022

Online customers outspend retail customers at Bed Bath & Beyond

In the wake of an earnings miss in its most recent fiscal quarter, Bed Bath & Beyond Inc (NASDAQ: BBBY) recently announced leadership changes and is reportedly considering a sale of its Buybuy Baby subsidiary. Consumer transaction data reveals that for BBBY’s namesake retail chain Bed Bath & Beyond, sales in June 2022 were about … Continued

Janine Perri — 14 Jul 2022

Gopuff sales skyrocket, as potential IPO looms

Instant delivery companies proliferated early in the pandemic, especially in urban markets like New York City and Boston. But for many of these companies, their life cycle has also been ultrafast. In recent months, instant delivery competitors including Jokr, Buyk, and Fridge No More have permanently shut down or ceased operations in the U.S. However, one of the more established rapid delivery companies, Gopuff, is continuing to expand into new domestic and international markets.

Janine Perri — 23 Jun 2022