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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.

    Kung Fu Tea sales pop despite boba shortage

    Among the many supply chain challenges of the pandemic, one such commodity experiencing a shortage is boba—the tapioca pearls that are the main ingredient in bubble tea. A closer look at consumer transaction data for large national chain Kung Fu Tea reflects that demand for bubble tea has been rising during the pandemic, but so … Continued

    Ahead of IPO, Sweetgreen’s online sales soar

    One of the largest salad chains, Sweetgreen, recently filed for an IPO, which would make it an early player among major salad chains to go public. Sweetgreen’s emphasis on healthy, sustainable food as well as a seamless digital experience has resulted in significant growth over the past several years. With a Sweetgreen IPO on the … Continued

    DTC flower sales have blossomed during the pandemic

    For some seasonal industries, the COVID-19 pandemic has spurred increased demand outside of the typical busy season. This is particularly true for the direct-to-consumer (DTC) flower industry—including flower subscription box companies—which experienced strong sales growth throughout 2020 and early 2021. Consumer transaction data reveals that sales for DTC flower companies were collectively 28 percent higher … Continued

    Airbnb and hotel industry show signs of strong recovery

    Transaction data reveals that travel-related sectors are recovering. As such, hotel sales spiked in April 2021 as increasing vaccination rates and warmer weather have more U.S. consumers planning vacations. The travel accommodations industry is reaping the benefits of the growing demand for travel, with Airbnb leading the pack. The hotel industry saw sales fall 77 … Continued

    Ulta’s Q1 performance signals increase in beauty spend

    Increasing vaccination rates and loosening policies in regards to large gatherings and mask-wearing have re-ignited consumers’ interest in beauty products. One of the main beneficiaries of this phenomenon is Ulta Beauty, whose Q1 2021 earnings outperformed investors’ expectations. Consumer transaction data reveals that Ulta’s 2021 sales are surpassing historical performance, with sales in March and … Continued