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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 and Walmart lead the pack in grocery delivery sales

    Grocery delivery sales skyrocketed early in the pandemic, as shelter-in-place orders went into effect and many consumers avoided going into brick-and-mortar grocery stores. Between March 2020 and April 2020, total sales among a selection of grocery delivery competitors–Instacart, Walmart Grocery, Shipt, Peapod, and FreshDirect–grew 62 percent. While demand for grocery delivery still exceeds pre-pandemic levels, … Continued

    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