One of the areas where CE Receipt data can be a valuable tool is in analyzing the performance of Home Furnishings companies. It proved predictive of RH’s Total North America Revenue last week, as it has a wide demographic sample that fully captures all payment types and includes email receipts across a variety of inboxes including Gmail. Meanwhile, the gap between CE Transact data and company-reported growth has historically experienced volatility, including a sharper-than-reported deceleration in growth from Q2 to Q3.
As shoppers are gleefully returning to stores this holiday season, where is the biggest divergence between online and offline growth rates? In today’s Insight Flash, we examine these differences across top holiday industries and subindustries, as well as in the US vs. UK. In both the US and the UK, total spend growth is outpacing online spend growth across the top holiday industries. In the US, one interesting trend has been in Department Stores, where online growth started strong at the beginning of November but has decelerated dramatically at the end of the month.
With reports of slowing online sales this Black Friday as shoppers rushed back to the crush of in-store shopping, many may be wondering how the king of online retailers, Amazon.com, fared. One key advantage of our CE Receipt data is that it captures the date that shoppers made an online purchase, while sources like transaction data often reflect when a credit or debit card is charged, usually not until an item ships.
When it comes to analyzing holiday sales, Consumer Edge data can be extremely helpful in tracking what has happened holiday-to-date. It becomes even more powerful when users take advantage of data on last year’s sales trajectory to forecast how the rest of the season may play out. In today’s Insight Flash, we compare holiday sales trends in the US and the UK in 2019 and 2020 to understand which subindustries are most levered to this time of year and how much holiday shopping will have already been included when our Black Friday data should become available for the majority of US retailers tomorrow
Online grocery has become one of the most dynamic spaces in e-commerce, with third-party providers and grocers themselves experimenting with new models. But how do third-party services compare to sales directly from the grocer websites? In today’s Insight Flash, we take advantage of CE Receipt’s unique ability to capture the online sales of grocers such as Kroger to compare online growth trajectories, average items per basket, and average price per item.
Lululemon has been in Warrior Pose lately, maintaining strong post-pandemic growth as a continued work-from-home environment has supported athleisure purchases. And although Consumer Edge offers several datasets that closely track the company’s topline growth, our newly launched CE Receipt data and CE Web data allow additional analysis into a shopper’s basket. In today’s Insight Flash, we take advantage of both datasets to better understand how the company’s growth has been driven by number of items in a transaction versus the price per item
Heading into the holiday season, technology purchases from companies like AAPL, 005930-KS, DELL, and HPQ are likely to be hot items on many gift lists. In today’s Insight Flash, we use our CE Receipt data to examine these companies’ online direct-to-consumer (DTC) sales to see which ones are doing a better job of selling more premium products, which ones are getting better attachment rates, and which ones have typically seen a larger percentage of sales during the holiday period.
The Great Resignation, as it’s been termed, has led to a record percentage of workers leaving their jobs and hiring troubles across most sectors. However, many of these individuals will need some source of income later on. Several reports indicate that a large percentage of those leaving their jobs may have done so to start their own businesses. In today’s Insight Flash, we examine where Business Owners are most likely to spend in order to identify which companies may see a benefit from this trend.
One area where our CE Receipt data has been especially value added is in tracking mattress company direct-to-consumer online sales. With new entrants like Purple Innovation and Casper getting a majority of their revenue from direct sales, email receipt data can provide a powerful tool for analyzing these companies’ success, including financed sales that may not be picked up in other data sources.
Over the last few years, free shipping has become table stakes for many online retailers trying to compete with Amazon Prime. These types of promotions can eat away at margins. But while the hope is that minimum order sizes for free shipping will spur order consolidation and larger baskets, is consumer behavior actually affected? In today’s Insight Flash, we take advantage of shipping cost and item count breakouts in our CE Receipt data to analyze whether there is any relationship between shipping costs and type of order for the URBN family of brands – Anthropologie, Free People, and Urban Outfitters.
Video streaming services have benefitted from a wave of content becoming available on home devices at the same time it’s been released in theatres. But as more delayed blockbusters such as the finally released No Time to Die James Bond movie come to the big screens, will viewers be lured away from the comfort of their couches? In today’s Insight Flash, we look at Video Streaming trends in the UK and US to see where the market currently stands, including doing a deep dive into US cross-streaming rates.
The online business of Lowe’s Home Improvement has had many fits and starts over the past few years. Although our CE Transact credit card data has been accurately tracking the company’s total U.S. sales along with those of competitor Home Depot, our newly launched CE Receipt data is our first data offering to be able to break out the e-commerce channel. In today’s Insight Flash, we dig into online home improvement trends such as how online share compares to total company for Home Depot and Lowe’s, how the two stack up in terms of items per transaction
Last month we showed that U.S. inflation may be underestimated due to the use of a measure called owners’ equivalent rent, which makes up 30% of the core consumer price index. When the CoreLogic single-family rent index is used as an alternative measure for price changes in owner-occupied housing, we saw core inflation increasing by one-to-two percentage points faster than what was reported from April to July of 2021. The CoreLogic single-family rent index is also available for more than 100 metro areas, which can be used to compute metro-level inflation measures.
CE Web webscrape data provides deep and accurate analysis of the iBuying businesses of real estate websites like OPAD, OPEN, and ZG. In today’s Insight Flash, we show how our new CE Web CE-Q dashboards help users get to insights from the data more quickly, specifically seeing which metrics are growing fastest for OPAD, OPEN, and ZG as well as diving further into how the ratio of resale value to acquired value is trending and what inventory trajectories may say about future growth.
As formerly unknown TikTok influencers become bigger drivers of brand sales, do old school celebrities with careers in music and acting have as much sway? In today’s Insight Flash, we look into performance of celebrity brands in both the US and UK, seeing how spend and average ticket trend versus industry averages as well as what celebrity brand demographics are like in the US.
This year’s back-to-school season was different in a lot of ways for many children, but not much changed in retailers’ pursuit of their parents’ spend. In this week’s Insight Flash, we use our unique ability to cut our data by households with children to see where back-to-school growth was strongest. We examine average ticket growth by subindustry, changes in channel trends, and which brands are most exposed to households with children.
US President Biden announced this week that the country will lift restrictions for vaccinated international travelers looking to come to the US. But if you lift restrictions, will travelers come? In today’s Insight Flash, we compare travel trends in the US and UK to see how spend from overseas might shift with more travel options open. Consumer Edge Data has been very prescient in the US, and caught July’s deceleration in spend well ahead of the companies lowering revenue guidance:
Last week, Kroger made headlines when it announced the launch of its Delivery Now service, promising groceries delivered in 30 minutes or less. Grocery has been one of the many industries benefitting from the surge of online shopping over the last year and a half, but can Kroger’s gambit add a second burst to the trajectory? And could it be a model for other players both in the US and overseas? In today’s Insight Flash, we look at how grocery spend has grown by channel in the US versus UK, what the average ticket is for third-party delivery versus the Grocers’ direct channels in both markets
The recently announced partnership between Amazon and Affirm for the latter to provide shoppers with Buy Now Pay Later (BNPL) options on purchases over $50 dominated headlines. But does a company as large as Amazon really need the extra support from point-of-sale-lending? In today’s Insight Flash we dig into the specifics of the partnership, looking at cross-shopping trends between the two merchants, which subindustries see the biggest gaps in average ticket from BNPL shoppers, and repeat usage behavior from BNPL services.
The Home & Garden Industry has been one of the fastest growing in both the UK and the US as more time at home has driven shoppers to make those spaces more comfortable. In today’s Insight Flash, see how UK and US growth compare overall as well as by channel, and which brands are growing the fastest in each geography. The Home & Garden industry has been one of the strongest in both the UK and the US in recent years, with positive consumer spend growth on a two-year basis on both sides of the Atlantic for most months since the beginning of 2019. With the exception of summer 2020, industry growth in the US has outpaced industry growth in the UK.
