Netflix stock has plunged after their most recent earnings call—and their job listings have been doing the same over the past year. As we called out in our recent post, Netflix was the only company in the FANGMAT group with a decrease in job listings recently (down 121% since December 2021). And share prices have fallen sharply since Netflix reported its first loss of subscribers in over 10 years.
Since the US federal ban on sports betting was lifted four years ago, state governments have been slowly rolling out their own policies. As more states change regulations around sports betting, especially ahead of major sporting events, sports betting apps are seeing a surge in downloads. When Michigan and New York opened up online sports betting ahead of the Super Bowl in January 2021 and January 2022, respectively, nearly all major sports betting apps saw a spike in downloads.
Podcasts are increasing in popularity at a stellar rate. And with the increased accessibility of recording and editing tools, this new form of broadcasting has transformed from a specialized occupation to something that the layman can do as a side hustle. So who actually ends up hitting _record_ and starts their own podcasts? By tracking the share of workers who list podcasting as their side hustles, we see that the share of workers has been steadily increasing across the last decade.
Our quarterly indexes track foot traffic patterns for major retail and retail-adjacent sectors, including grocery, superstores, home improvement, fitness, and dining. Below is a taste of our findings. For the full report, visit our Q1 2022 quarterly indexes. The home improvement sector has reached wild heights since spring 2020, but recent foot traffic data indicates that the heightened demand of the past two years started to taper off. We dove into Q1 2022 home improvement patterns to find out where the sector stands as we move into the third pandemic year.
When you talk about Indian e-commerce, Amazon and Flipkart are the rulers in this hotly contested space. Flipkart, a homegrown e-commerce platform, and Amazon’s Indian arm each reportedly have market shares of over 30% in the country’s online retail market. In this article, we take a look at our transactional e-receipt consumer panel in India to see what consumer intelligence and actionable insights we can extract.
The State of Anime Gaming in 2022, we use data.ai’s Game IQ Feature Tags to dive deep into the anime gaming sector — highlighting growing global demand. We leverage this view of anime art style in mobile games to unpack market sizing, subgenre trends, top performers and user preferences and demographic breakdowns never before seen on this scale.
Our quarterly indexes track foot traffic patterns for major retail and retail-adjacent sectors, including grocery, superstores, home improvement, fitness, and dining. Below is a taste of our findings. For the full report, visit our Q1 2022 quarterly indexes. Offline fitness experienced a revival in Q1. After a budding recovery in Q4 followed by an Omicron-induced drop in visits in January, fitness foot traffic rose once more, leading to an overall 5.6% increase in fitness visits in Q1 2022 compared to Q1 2019.
Spring is the time of year when plant shops are at their busiest. From February to May, florists spend most of their time creating flower arrangements and shipping plants for Valentine’s Day, Easter, and Mother’s Day. As such, spring represents a crucial time for plant shops to set themselves apart from the pack. That’s no small feat, given the number of plant startups that have been sprouting up online in the last few years, each selling the same proposition: better flowers delivered quicker.
Consumer interest in department stores sometimes seems to come and go as frequently as a “One-Day Sale.” With so many shifting dynamics, CE data provides several tools for checking on Department Store health. In today’s Insight Flash, we look at how overall industry growth has paced versus Full-Price and Off-Price chains, how online penetration has been trending, and whether number of transactions or spend per transaction has been a bigger growth driver for certain chains this year.
When many Americans sheltered in their homes early in the coronavirus pandemic, meal delivery sales reached new heights. Our data reveals that in March 2022, sales for meal delivery services grew 6 percent year-over-year, collectively. The ongoing pandemic may also be driving more Americans to make their first meal delivery purchase. In March 2022, 51 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.
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 89 percent year-over-year and Lyft sales were up 56 percent year-over-year in March 2022.
Foot traffic to Five Below has been increasing steadily for the past several years, but the pandemic catalyzed a major growth spurt. We dove into this rising retail giant to understand what contributed to its astronomical rise. In mid-March, 2020, Five Below announced that it would close all of its stores in response to the emerging Coronavirus. But even at the height of the COVID closures, Five Below CEO and President Joel Anderson (formerly the CEO of Walmart) could already see the potential opportunity.
While drivers feel pain at the pump, record high new and used car prices only add insult to injury. According to a CarFax report, listing prices for used cars in January 2022 were up 40 percent year-over-year. The ongoing global microchip shortage is primarily to blame. Auto manufacturers cannot get their hands on enough chips to keep production lines running, contributing to the sharp uptick in used sales. The biggest players in the used car marketplace have been tailoring their messaging to reluctant buyers and eager sellers.
Moonpig’s future keeps seeming brighter and brighter, with the company raising guidance as each new holiday generates an even bigger than expected sales boost. But do the service’s online cards and gifts have staying power, or was the company simply in the right place at the right time? In today’s Insight Flash, we answer that question by digging into how the company has performed versus the broader Party/Novelty/Gifts Subindustry, how frequently customers come back for additional occasions, and whether customer geography plays a role in purchases.
We’ve previously discussed the strength of grocery stores during the pandemic. Here, we’ll dive into two European grocers – Aldi and Lidl – who have deepened their foothold in the US over the past few years. In a recent survey that we conducted in March 2022 of US-based adults aged 18 to 64, data shows that compared to pre-pandemic, a majority of people in the US (52.3%) are doing more of their grocery shopping online. At the same time, the vast majority of respondents – 62.5% – also stated that they visit physical grocery stores more often or about the same as they did pre-COVID
2021 was a curious year for the travel app sector. Travel was hit hard in the previous 12 months, with recreational and business travel virtually halted all over the world. 2021 saw travel rebound back towards pre-pandemic levels, thanks to a combination of vaccine rollouts, natural immunity and governmental plans for safe reopenings despite new variants causing intermittent lockdowns and travel restrictions.
Last week, Bloomberg News featured our Chief Green(washing) Officer research from the end of last year. This inspired us to revisit the role of “Chief Green Officer” (CGO), or as it is more commonly called “Chief Sustainability Officer” (CSO), to learn more about their responsibilities and impact. Below are the ten industries where the role is most common. Notably, the list is headed by industries with rather heavy ecological footprints, suggesting that there are efforts by companies to curb their unintended impacts on the environment.
Last year, foot traffic to Lululemon and Athleta consistently outpaced 2019 levels, buoyed by the growing interest in health and wellness and the rising demand for comfortable clothes. With Q1 2022 behind us, and on the heels of Lululemon’s recent footwear launch, we dove back into the data to understand how this year is shaping up for these two athleisure category leaders.
Inflation grew at a historical 7.9% in February 2022, as manufacturers passed along higher input costs as a result of higher demand and the conflict in Ukraine. However, not all brands increased prices at the same rate, leading to sudden market share changes across CPG and other retail categories, including cereal. General Mills ($GIS) topped major hot and cold cereal brands in price increases in March. Market share by sales shifted towards brands with higher price increases… but share of total units sold favored brands with mid to lower price increases
The top 10 quick-service restaurant apps in the U.S. in March were downloaded 9.5 million times, 17.9 percent more than those the month prior. Year-over-year in the month of March, downloads of the top 36 quick-serve apps were up 13.4 percent. A download represents a new user and the first conversion on the mobile app customer’s journey. Apptopia only estimates first-time downloads and re-downloaded are not taken into account.
