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.

Chipotle’s online and retail sales exceed pre-COVID levels, as the fast casual chain eyes expansion

Earlier this year, Chipotle Mexican Grill (NYSE: CMG) reiterated its plan to more than double its retail footprint in the U.S. and Canada, with a special focus on increasing its drive-thru capabilities. During the pandemic, the fast casual chain experienced strong growth in its online sales—which are still elevated in 2022—as well as gradual recovery … Continued

Janine Perri — 01 Sep 2022

As big-box stores drop prices, how have spending trends changed at Walmart and Target?

Big-box stores Target Corporation (NYSE: TGT) and Walmart Inc (NYSE: WMT)—which both recently reported their quarterly earnings—have faced excess inventory challenges over the last few months, slashing prices even as inflation has soared to new heights. Our credit and debit card transaction data reveals that in 2022, monthly average transaction values have generally increased year-over-year … Continued

Janine Perri — 24 Aug 2022

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