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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.

    As Wine Delivery Category Grows, Market Share Shifts

    With alcohol delivery sales reaching new heights in the pandemic, American Airlines has recently announced its plans to start a wine delivery service to sell some of its surplus wine that isn’t being consumed on flights. However, an increasingly crowded category and rising consumer demand means that market share among DTC wine companies has shifted … Continued
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    Pandemic accelerates GameStop’s shift to online sales

    While GameStop (NYSE: GME) has been in the news due to the recent Reddit-fueled buzz, trading activity, and stock volatility, transaction data reveals that its sales have decreased over the last two years—exacerbated by COVID-19 as well as the increase in gaming publishers’ and console manufacturers’ direct-to-consumer offerings. Over the last 12 months, GameStop’s average … Continued
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    Beauty Subscription Boxes Glow During COVID-19

    When lockdown orders went into effect during COVID-19, consumers increasingly turned to online retailers for necessities. For the beauty industry, this meant a renewed interest in beauty subscription boxes. DTC beauty box companies offer subscriptions (usually monthly or quarterly) and an additional ecommerce platform for purchasing beauty and makeup products. This analysis explores how the … Continued
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    Disney+ takes customer retention crown from Netflix

    As COVID-19 has forced movie theatres to close and spurred increased subscriptions to streaming services nationwide, Disney has doubled down on streaming by releasing new movies straight to Disney+. The company, which originally included new releases in base subscription plans, launched its Premier Access feature with the release of Mulan, requiring a $29.99 one-time fee … Continued
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    Wine Subscription Companies See Sales Pour in During the Holidays

    With COVID-19 cases continuing to rise nationwide, holiday shopping is expected to further transition away from brick-and-mortar stores and toward e-commerce. The shift to purchasing gifts online has strong implications for DTC wine subscription companies, which have historically experienced significant sales increases during the holiday season and have further exploded in popularity during the pandemic.  … Continued
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