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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.

Dollar Shave Club has highest customer retention among men’s grooming subscription companies

The COVID-19 pandemic has led to a shift in beauty and grooming habits, as exemplified by the rise of the quarantine beard and DIY haircuts. Men’s grooming subscription companies—both those that cater to clean-shaven customers and those that offer products for bearded customers—saw a higher percentage of new customers early in the pandemic compared to … Continued

Janine Perri — 01 Nov 2021

Consumers swipe right on online dating subscriptions during the pandemic

Dating app industry growth has been a hot topic throughout the COVID-19 pandemic, as social distancing drove many U.S. consumers to virtual platforms to find love and make new friends. As in-person meetups are resuming, a number of dating apps have also rolled out features to help users filter potential matches by vaccination status. An … Continued

Janine Perri — 26 Oct 2021

As Uber acquires Drizly, alcohol delivery companies remain in high spirits

The alcohol delivery market has been abuzz with activity. DoorDash (NYSE: DASH) recently launched an alcohol delivery option in select states, while Uber (NYSE: UBER) finalized its acquisition of Drizly. An analysis of transaction data reveals that even though bars and restaurants have gradually reopened during the pandemic, sales at same-day alcohol delivery companies like … Continued

Janine Perri — 25 Oct 2021

Sales spikes for TV streaming services correspond with the start of football season

TV streaming platforms such as FuboTV (NYSE: FUBO), Sling TV, and YouTube TV have been on the rise for the past few years, bolstered by a combination of price increases and new subscribers. While OTT streaming platforms such as Netflix (NASDAQ: NFLX) and Hulu experienced a spike in sales and customers at the start of … Continued

Janine Perri — 18 Oct 2021

Hardware store sales growth decelerating after pandemic-fueled surge

Consumer transaction data reveals that sales for the home improvement industry skyrocketed early in the pandemic as many consumers stayed at home during shelter-in-place orders. A year and a half later, home improvement sales are still higher than pre-pandemic levels, but sales growth at major hardware store chains did not maintain the same momentum in … Continued

Janine Perri — 06 Oct 2021

Spikes in Office Depot’s back-to-school sales vary by metro area

This back-to-school season marks the first time that many students across the U.S. are returning to the classroom since schools transitioned to remote instruction in March 2020 amid the coronavirus pandemic. Interestingly, August 2021 consumer sales for office supply company Office Depot (which includes stores under the Office Depot and OfficeMax brands) were lower than … Continued

Janine Perri — 27 Sep 2021