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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.

Pumpkin spice and everything nice for Starbucks sales during fall menu launch

The return of the pumpkin spice latte—or “PSL” to its loyal fans—is heralded as the unofficial start of fall. Starbucks and Dunkin are two of the largest coffee chains known for selling this seasonal treat. But does the return of the PSL affect sales at these two companies? Consumer transaction data found no major changes … Continued

Janine Perri — 20 Sep 2021

Eyewear sales rising as Warby Parker sets sights on IPO

Warby Parker—a Digitally Native Vertical Brand (DNVB) specializing in eyewear—has visions of an IPO. Warby Parker is known for its at-home try-ons and its “buy a pair, give a pair” initiative. The DTC company started in ecommerce and later became omnichannel, with a network of stores throughout the U.S. Consumer transaction data shows how sales … Continued

Janine Perri — 15 Sep 2021

Cross-shopping between Etsy and Depop increased ahead of acquisition

In June 2021, global ecommerce company Etsy announced that it would acquire Depop, a UK-based resale marketplace that has also been gaining traction in the US. Consumer transaction data shows that during the pandemic, a growing percentage of U.S. customers at Depop have also been making purchases at Etsy. Additionally, cross-shoppers between the two companies … Continued

Janine Perri — 07 Sep 2021

Sales take flight ahead of Allbirds IPO

Allbirds, the San Francisco-based startup known for its sustainable footwear collections, recently filed for an IPO. Initially launched as a DTC sneaker company, Allbirds has been growing its retail footprint over the last few years while also expanding into apparel categories. As Allbirds prepares for its public debut, consumer spending data reveals how returning customers … Continued

Janine Perri — 07 Sep 2021

Cruise lines set sail toward sales recovery

Some cruise lines, including Norwegian (NYSE: NCLH) and Royal Caribbean (NYSE: RCL), have started setting sail again after being on hiatus throughout the pandemic. The cruise industry is one of the many areas within the travel sector—such as airlines, rental cars, and hospitality—that have been rebounding over the summer. Royal Caribbean and Viking River Cruises … Continued

Janine Perri — 31 Aug 2021

Macy’s earnings surprise signals consumers’ return to retail

As retailers see increased traffic from shoppers returning to brick-and-mortar stores, department stores such as Macy’s are experiencing significant sales growth. In fact, Macy’s Inc.’s (NYSE: M) most recent earnings report outperformed investors’ expectations. Consumer transaction data identified growth in retail channel sales and spend migration from competitors as factors potentially driving Macy’s earnings surprise. Transaction … Continued

Janine Perri — 26 Aug 2021