Mask mandates have been a beast for the beauty industry, especially when combined with stay-at-home orders giving shoppers fewer opportunities to glam up. With restrictions continuing to lift in the US and UK, we use our cross-continental transaction dataset to assess how the beauty recovery is progressing in both markets. In today’s Insight Flash, we dig into channel trends for the industry, changes in top brands, and which demographics are leading the recovery.
While large companies with capital reserves, the ability to issue debt, and e-commerce sites were able to weather the COVID pandemic, many small businesses did not fare as well. Our CE Macro data classifies payment card spend as tagged to one of the over 10,000 brands part of our Brand Universe of interest to corporate and investor clients, or untagged, which is a proxy for small business activity. In today’s Insight Flash, we look at the extent to which small businesses have taken part in the recovery
Although Grocery has been one of the slowest industries to move online, Meal Kit companies have carved out a niche in both the US and UK by taking the planning out of meal prep. In today’s Insight Flash, we examine the growth trajectories across the two continents, focusing on overall spend growth, order size growth, and how the market leaders have changed. Meal Kit growth in the UK has outpaced growth in the US over the last year and a half, with May 2021 spend 2.6x that of January 2020.
With the travel industry among the hardest hit in the last year, this year’s rebound has given hope to many firms. However, much of the surge is taking place in rebooked spend, so our CE Transact Credit Card data and CE Web hotel booking data are telling a different story. In today’s Insight Flash, see how new travel spend in the last month has differed among US and UK cardholders, which continent is seeing the biggest rebound in bookings, and where property inventory has been coming back.
As more and more of the healthcare industry shifts to e-commerce solutions, Smile Direct Club and Byte have chomped away at the dental market with their online offerings. In today’s Insight Flash, find out where these companies are making the strongest inroads and what cross-shop behavior says about the overall customer appetite for online healthcare.
Winter Storm Uri in February of this year ravaged much of the country, with the strongest impact in states with little snow experience such as Texas. But not all businesses were plowed under by the storm. Grocers actually saw a lift in sales in the days prior as snow-shy shoppers stocked up on essentials in anticipation of rough road conditions and grocery closures. In today’s Insight Flash we take advantage of our partnership with WeatherOptics and our newly launched WeatherOptics Signal dashboards to dig into which grocers were the most impacted
Two years ago, the death knell seemed to be sounding for department stores as shoppers gravitated towards e-commerce sites and shopping on their sofas. Post-pandemic, however, the couch has lost it allure and many department stores have seen sales gains above consensus in the most recent quarter.
When Colonial Pipeline was hit with a ransomware attack that forced it to shut down operations, millions of consumers on the East Coast were faced with long lines at gas stations and skyrocketing fuel prices. Although the press was awash in pictures of people hoarding gas in plastic shopping bags, how much impact did the shutdown really have?
The flight to the suburbs coupled with a fear of human contact has been a boom for online auto sales. Although some may have anticipated a post-pandemic slowdown, VRM’s recent strong performance indicates otherwise. In today’s CE Web Insight Flash, we compare VRM performance (including our unique ability to split out eCommerce vs. TDA) to that of CVNA and SFT in terms of unit growth, ASP, and vehicle model year trends.
With the first set of restaurants allowed to open for indoor dining in the UK May 17th, we are taking a look at how things have changed since outdoor dining opened on April 12. We examine shifts in popularity for different restaurant subindustries as well as how much momentum online ordering has been able to retain. These trends provide important insight into how the next few weeks may evolve as additional restrictions are lifted.
Very few industries combine fashion and function as well as eyewear. And state-by-state regulations that mandate optometrists performing exams in “two-door” states operate separately from opticians filling prescriptions provide a clear separation between medical necessity and personal indulgence. This combination has led to peak conditions for the nascent online eyewear subindustry.
As wifi and unlimited cellular data become more pervasive, so too has streaming music. Gone are the days of paying a dollar per song and then trying to manage device storage by pulling them down from and adding them back to the cloud.
With social distancing guidance easing, many couples are taking advantage and throwing wedding celebrations that they had deferred last year. In today’s Insight Flash, we examine how wedding industry dynamics have changed since 2019, including which brands are benefitting the most from resurging nuptials, how wedding sizes are changing, and how these changes are different by geography.
JD-LON’s success in its home market has come from building brands that resonate with specific customer segments, tailoring each brand’s assortment and image for the target audience. But with North American expansion key to its growth strategy, can the company recreate the allure across the Atlantic?
The number of video streaming services has exploded over the last year, with several content providers launching their own platforms. And while there’s always consumer appetite for new channels, room on the Roku doesn’t necessarily translate to room in their wallets.
Poshmark has been making its mark on luxury retail by providing a popular marketplace for both reselling goods and listing new items. With the company newly launched as part of our CE Web data to complement our existing CE Transact offering, in today’s Insight Flash we dig into trends vs. the larger consignment space, how the company has performed vs. its largest competitors, and what average selling price looks like by department.
Luxury names have seen strong growth in the US as stimulus checks have gone towards splurge purchases like handbags. At the same time, new lockdowns and minimal tourism have put a strain on their European businesses. And while European retailers like LVMH have reported strong results, how will US-based companies like Tapestry fare? Today’s Insight Flash takes advantage of strong correlations in our CE Transact data for Tapestry DTC sales in both the US and UK to examine trends across its brand portfolio in both countries, including spend by brand and average ticket differences.
Among the many afteraffects of The Great Reshuffling has been a shift in the drivers of online real estate success. Our CE Web data track these drivers for the instant buying businesses of Offerpad, Opendoor, and Zillow, and shows how the companies are adjusting to declining listings. In today’s Insight Flash, we evaluate what is happening for each in terms of ASP Growth and the ratio of homes sold to homes acquired, as well as which states are more exposed to homeowners versus renters. Since the beginning of the year, Opendoor’s Average Selling Price (ASP) growth has consistently outperformed Zillow’s. Opendoor’s ASP growth has trended within a 13-27% band since mid-January, while Zillow’s has been about 5% lower in an 8-22% range.
As opportunities for watching sports have become more limited in the last year, opportunities for betting on sports have proliferated. Online gambling has been a popular activity since Americans first had internet access, but today’s Insight Flash digs deeper into specific recent trends including acceleration in the subindustry’s growth, loyalty to specific services, and how trends vary by US State. Since the beginning of 2019, spend for Online Gambling in the US has outpaced other Leisure and Recreation subindustries by a large margin.
The video game space has evolved massively from the original Pong release to consumer. As gaming has moved online, new models have emerged to capture consumer leisure time and dollars. Roblox has been able to capitalize on one of the newest trends, user-generated content. But is the company just riding an industry wave? In today’s Insight Flash, we combine our US and UK Transact data with our newly-launched Roblox CE Web data to examine the company’s prospects.
