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Peloton is trying to eat Lululemon’s lunch, or protein-enhanced kale meal replacement smoothie, as the case may be. The high-end athletic apparel retailer filed suit against Peloton in late November, stating the fitness company’s designs for their new line of leggings and sports bras constitute patent infringement. Filed in the U.S. District Court for the Central District of California, the lawsuit finds Lululemon seeking an injunction against Peloton, in addition to a jury trial, damages and other monetary relief.

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Consumer Edge Insight offers exclusive street-ready big-data products engineered for alpha generation by Data Science Teams & Portfolio Managers alike. CEI offers a number of alternative data products including CE Transact, our leading U.S. credit/debit card insight product (15M cards). CE Transact products provide aggregated revenue signal, deep fundamental cohort analysis and/or granular transaction-level data feeds with unparalleled metadata. Advantages: shortened latency (T+4), better panel representativeness (9M+ daily panel), and metadata integration such as demographics (at cardholder level). All data is cleaned with CEs Advanced Tagging System.

May 24, 2022 / Business

Walmart and Target Traffic Slumps, Post-Pandemic

From Similarweb
After surging through the pandemic, online traffic to many retailers’ websites has slowed, as consumers return to in-store shopping and shift more of their disposable income to experiences. This is true for even some of the largest U.S. retailers, Walmart and Target. In 1Q22, converted traffic (or traffic that leads to the sale confirmation page) to both target.com and walmart.com fell 5.5% and 4.3%, respectively, from the prior year, according to Similarweb estimates
May 24, 2022 / Business

Placer Spotlight: Ulta Beauty’s Successful Omnichannel Brick and Mortar Strategy

From Placer
In this Placer Spotlight, we dive into the visit data for Ulta Beauty to understand how the variety of its brick and mortar offerings is impacting retail foot traffic to the brand. Ulta is one of the non-essential retail brands that recovered the fastest from the COVID lockdowns and store closures, with retail foot traffic reaching 2019 levels in early 2021. As the country continued to open up and people began socializing again, Ulta’s visit surge continued, with foot traffic throughout most of 2021 higher than it was pre-pandemic.
May 24, 2022 / Business

Indeed, LinkedIn, and ZipRecruiter Increase Ad Spend to Reach Employers and Job Seekers

From Pathmatics
If you're hiring for an open position, gear up for another wild year. Job openings are at their highest level in years, and there simply aren't enough workers to go around. This is making it harder to fill open positions and forcing employers to get creative in order to attract talent. According to the U.S. Bureau of Labor Statistics, there were 11.5 million openings in the United States at the end of March. Voluntary separations are also up, with 4.5 million workers retiring or quitting their jobs in favor of a better opportunity. Many of these employees will turn to recruiting sites to find jobs that offer higher pay, better benefits, and more flexible work arrangements.
May 24, 2022 / Business

How Home Furnishing Brands Are Rearranging Their Advertising Strategies in 2022

From MediaRadar
What are America’s favorite pastimes? Baseball. Apple pie. Rearranging furniture. That’s right—home furnishing and furniture rearranging is on the rise. Pinterest’s popularity continues to climb; in Q1 2022, Pinterest reported 433mm monthly active users (MAUs). The TV channel HGTV (which focuses solely on home design, redecorating, and remodeling) also was the 9th most-watched TV network in 2021.
May 23, 2022 / Business

What A Ride: Peloton Remixes its Ad Strategy in 2021

From MediaRadar
Peloton has been on a wild ride the past three years. When in-person gyms closed due to COVID-19, Peloton capitalized on providing an in-home fitness solution. Peloton’s shares were up 220% in 2020 due to the pandemic causing profits to rise. But nearly all of those gains were wiped out last year as the brand had a bumpy ride in 2021 with bad press, class action lawsuits, supply problems among their issues.
May 20, 2022 / Business

How did Wayfair’s Way Day 2022 compare to previous years?

From Second Measure
Shortly before announcing its first quarter earnings results, DTC home furnishing company Wayfair Inc (NYSE: W) launched its fifth annual Way Day sales event. Bucking its trend of increasing sales every year, consumer transaction data shows that Wayfair sales during Way Day week in 2022 were lower compared to Way Day week sales during the previous two years. However, zooming out, average transaction values at Wayfair Inc have been on the rise in 2022.
May 20, 2022 / Business

The Impact of Inflation and High Gas Prices on Retail Foot Traffic – May 2022 Update

From Placer
We last looked at the impact of inflation and increased gas costs on retail foot traffic in late March 2022. With another month of data in, we dove into the numbers to find out if retail visits have recovered from the shock of rising prices and what categories are proving particularly resilient. Gas prices increased gradually in January and February 2022, but the beginning of March saw a dramatic spike relative to an end of 2020 baseline.
May 20, 2022 / Business

McDonald’s the Most Loved on UberEats and Foodpanda in Taiwan

From Measureable AI
Online Food Delivery apps are changing the traditional fast food restaurant business. With their user-friendly experience, professional driver network, and rapid global expansion, many fast food chains have chosen to onboard the food delivery platforms to keep up with the on-demand economy. At Measurable AI, we build and own a unique consumer panel and are the largest transactional email receipt data provider for the emerging markets.
May 20, 2022 / Business

The number of Web3 apps available for download is growing almost 5x faster in 2022 than in 2021

From Apptopia
The number of apps describing themselves and/or marketing themselves as "web3" is growing. Apptopia data indicates this trend started in 2020 and ramped up in 2022. The number of Web3 apps available for download is growing almost 5x faster in 2022 than in 2021. Year-to-date, apps available for downloads are up 88%.
May 19, 2022 / Business

Why Non-Competes are Damaging the Finance Sector

From Revelio Labs
In our recent collaboration with Business Insider, we studied talent flows from quant hedge funds and prop trading firms to the tech industry. This week we focus on who exactly is hiring this technical talent during the hefty non-compete period. While rival funds and trading firms are frequent destinations, Alphabet, Amazon, Facebook, and Microsoft are still the most common destinations for engineers, data scientists, and researchers.
May 19, 2022 / Business

Home Furnishing Performance Prove that (Store Fleet) Size Matters

From Placer
Over the past couple of years, several home furnishing retailers – including At Home, HomeGoods, and Floor & Decor – have expanded their physical footprint, while other brands such as Tuesday Morning shrunk their store count. We dove into the foot traffic numbers to find out how modifying the store fleet size has affected these retailers’ recent performance. Despite the wider challenges impacting retail, recent location analytics data shows that several home furnishing leaders are seeing visits that match or exceed 2019 foot traffic levels.
May 19, 2022 / Business

Pathmatics Launches Snapchat and TikTok Advertising Intelligence

From Pathmatics
Snapchat and TikTok reach billions of millennial and Gen Z users every day and have changed the social media landscape for brands, advertisers, publishers, and investors. Today, we’re thrilled to share that ad intelligence for Snapchat and TikTok is now available in Pathmatics Explorer. Customers will have full visibility into how brands are including these platforms as part of their media mix, as well as how seasonal trends are affecting share of voice and creative strategies.
May 18, 2022 / Business

Which company is winning the restaurant food delivery war?

From Second Measure
When many Americans sheltered in their homes early in the coronavirus pandemic, meal delivery sales reached new heights. Our data reveals that in April 2022, sales for meal delivery services grew 7 percent year-over-year, collectively. The ongoing pandemic may also be driving more Americans to make their first meal delivery purchase. In April 2022, 52 percent of U.S. consumers had ever ordered from one of the meal delivery services in our analysis, up from 47 percent a year ago.
May 18, 2022 / Business

Uber vs. Lyft: Who’s tops in the battle of U.S. rideshare companies

From Second Measure
When U.S. cities and states faced shelter-in-place orders to limit the spread of the coronavirus, Americans’ reduced mobility resulted in plummeting sales at rideshare companies. With the exception of year-end dips in 2020 and 2021, sales have been gradually recovering since April 2020. Bloomberg Second Measure transaction data shows that Uber sales were up 80 percent year-over-year and Lyft sales were up 49 percent year-over-year in April 2022.
May 18, 2022 / Business

Costco, BJ’s, and Sam’s Club – Q1 2022 Update

From Placer
The wholesale category was thriving when we last checked in. Costco landed on our 2022 Predicted Winners list and BJ’s and Sam’s Club were still riding the wave of 2021 success. But the end of 2021 and beginning of 2022 brought about a new set of challenges that threatened to upend the consistent strength the segment had seen. We dove deeper into the retail foot traffic trends to see how these chains are doing.
May 18, 2022 / Business

10 Home Goods Advertisers to Watch

From MediaRadar
According to Furniture Today, the pandemic unsurprisingly fueled consumers’ “home goods” purchases. As pandemic restrictions ease, and even with consumer spending focusing more on experiences and travel, the “homebody economy” continues to flourish. Furthermore, this upward trend in consumer home goods spending is propelled by diminishing supply chain issues; among other factors. Overall, ad spend in the home goods industry should increase in step with consumer confidence in the category.
May 18, 2022 / Business

Has the E-Commerce Bubble Burst, Or Just Floated Down?

From Consumer Edge Research
Recent earnings reports of several e-commerce companies have caused many to wonder if pandemic fatigue will erase most of the new shopping behaviors that have emerged over the last two years. In today’s Insight Flash, we look at trends not only over the last year, but over the last three years for five high-profile e-commerce subindustries in both the UK and US: Grocery Delivery Services, Meal Kits, Online Retail – Broadlines, Ride-Sharing, and Video Streaming to assess how much consumer preferences for e-commerce have truly changed.
May 17, 2022 / Business

How are Mid-range and Luxury Department Stores Performing in 2022?

From Placer
Department stores have been part of the American retail landscape for decades – but their role in consumers’ shopping routines is changing. We dove into foot traffic trends for leading mid-range and luxury brands to see how these iconic retailers are performing in this almost-post COVID world. COVID hit department stores particularly hard – even after non-essential business reopened, many consumers still avoided shopping indoors. By summer 2021, however, many brands, including Macy’s, Dillard’s, and Kohl’s, were nearing – and sometimes exceeding – pre-pandemic levels.
May 17, 2022 / Business

Top QSR apps in the U.S. for April 2022 by Downloads

From Apptopia
The top 10 quick-service restaurant apps in the U.S. were downloaded 9.95 million times in April, 4.75 percent more than those the month prior. Year-over-year in the month of April, downloads of the top 36 quick-service apps are up 20.9 percent. A download represents a new user and the first conversion on the mobile app customer’s journey. The biggest mover from a ranking perspective is KFC, moving up eight spots from No. 16 last month into the No. 8 spot this month
May 16, 2022 / Business

Where are Beauty Brands Best?

From Consumer Edge Research
Beauty sales have seen seismic shifts over the last few years, with the pandemic limiting going out occasions, the rise of cult beauty, and subscription boxes taking share. Sephora and Ulta have tried to maintain share by entrenching themselves with mass merchants Kohl’s and Target (respectively). But as shoppers shift to more niche offerings, what has happened to the larger players? In today’s Insight Flash, we dig into channel trends, cross-shop, and price per item to understand what has changed and what may have stayed the same.