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.

How did Wayfair’s Way Day 2022 compare to previous years?

Shortly before announcing its first quarter earnings results, DTC home furnishing company Wayfair Inc (NYSE: W) launched its fifth annual Way Day sales event. Bucking its trend of increasing sales every year, consumer transaction data shows that Wayfair sales during Way Day week in 2022 were lower compared to Way Day week sales during the … Continued

Janine Perri — 18 May 2022

Shein holds largest U.S. fast fashion market share

In April 2022, Chinese ecommerce giant Shein closed a funding round that valued the company at $100 billion. 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 … Continued

Janine Perri — 11 May 2022

Amazon Music and Spotify saw subscriber growth for U.S. paid plans

While some video streaming platforms have been in the news recently for implementing ad-supported tiers or experiencing declining subscriber counts, an analysis based on Bloomberg Second Measure’s alternative dataset shows that as of March 2022, major music streaming subscription services like Spotify (NYSE: SPOT) and Amazon Music continued seeing subscriber growth in the U.S. for … Continued

Janine Perri — 11 May 2022

Two years into the pandemic, consumer spending still growing at Costco and Sam’s Club

Wholesale clubs experienced a sales boost early in the pandemic, as consumers rushed to stockpile pantry essentials and household goods. But how have wholesale clubs fared two years after the panic-buying rush? We looked at a few of the major wholesale club competitors—Costco Wholesale (NASDAQ: COST), BJ’s Wholesale (NYSE: BJ), and Walmart-owned Sam’s Club—to see … Continued

Janine Perri — 03 May 2022

Instacart sales slow nationwide, but growth continues in some metros

After a record-breaking year for IPOs in 2021, so far 2022 has been off to a slower start. Instacart is one of the most highly anticipated IPOs for investors this year, but in March, the grocery delivery startup cut its valuation by almost 40 percent, citing market conditions. Alternative data from Bloomberg Second Measure shows … Continued

Janine Perri — 28 Apr 2022

McDonald’s sales beef up, as fast food sales soar

From pizza companies to burger chain upstarts such as Shake Shack, quick-service restaurants have seen their sales grow during the pandemic. Bloomberg Second Measure transaction data shows that this has also been the case with major fast food chains such as McDonald’s (NYSE: MCD) and Wendy’s (NASDAQ: WEN). Additionally, McDonald’s and Wendy’s, as well as … Continued

Michal Kaczmarski — 27 Apr 2022