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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.

Instacart dominates delivery, while top grocers see little shift in market share

Even staple categories like grocery are facing upheaval as COVID-19 continues to impact U.S. consumer spending. While grocers themselves have seen some shifts in spending behavior, the largest change has taken place among delivery services, which saw sales increase 146 percent year-over-year. Grocery delivery, previously thought of as a costly convenience, has become an essential … Continued

Kate Gessner — 13 Aug 2020

What kind of consumers did LULU acquire with its purchase of Mirror?

The home fitness industry is growing rapidly, with several companies now offering interactive fitness hardware with subscription access to classes, private training, or workouts. High-tech at-home workouts have been increasing in popularity, and among select private companies in this space, recent growth has been impressive. Our data indicates that Q2 2020 saw nearly 780 percent … Continued

Matt Best — 28 Jul 2020

Specialty outdoor retailers show signs of speedy recovery

Specialty outdoor retailers are showing strong recovery amidst slower growth in the retail sector. In spite of national park restrictions and summer camp closures due to COVID-19, the second quarter of 2020 saw year-over-year sales growth skyrocket for fishing, hunting, and boating companies, as U.S. consumers sought safer ways to enjoy their free time. Both … Continued

Liyin Yeo — 23 Jul 2020

Streaming services sales up 50 percent during the COVID-19 era

As U.S. consumers stay home amid the pandemic, they are flocking to streaming services for entertainment. The streaming industry’s sales grew 47 percent year-over-year in April 2020 compared to a 39 percent year-over-year sales increase in April 2019. Mandatory stay-at-home-orders, combined with the entry of a new market player, Disney+, and the rising popularity of … Continued

Liyin Yeo — 08 Jul 2020

Apparel retail struggles, but fashion resale sees growth

As many Americans have spent weeks at home during the COVID-19 pandemic, apparel retail has been among the hardest hit industries, while ecommerce has been thriving. Where does this leave online sellers of secondhand fashion? Like the merchandise on their sites, the answer is a mixed bag. In recent months, year-over-year sales were down more … Continued

Kate Gessner — 22 Jun 2020

Tushy thriving during pandemic-driven toilet paper shortage

Panic buying fuels explosive sales Earlier this year, the dawn of COVID-19 triggered mass stockpiling of toilet paper, causing widespread shortages. Second Measure’s data shows that one company in particular has benefited from this: Tushy, which sells bidets and bamboo toilet paper. Both Tushy’s sales and customer counts increased six-fold the week of March 9th, … Continued

Liyin Yeo — 15 Jun 2020