Logistics plays a substantial role in Chinese people’s daily life, and the industry is fundamental to maintaining stable supply chains. Although the pandemic suppressed the overall domestic demand especially during the onset of the outbreak in 2020, the growth in online consumption has surged since then — and has spurred an already competitive logistics industry to heights of fierce competition. What was once dominated by top players like ZTO, YTO, STO, Best Express, Yunda Holding collectively accounting for about 70% of market share
his mall index includes an expansion of the number of locations analyzed, bringing the number of malls in the index from just over 50 to 100 nationwide. We have also added an outdoor mall category which includes 100 major outdoor outlet and lifestyle centers. Q2 brought indoor malls within striking distance of pre-pandemic levels, serving as a massive testament to the continued power and draw of this critical retail format. Outdoor malls also received a boost in May when the visit gap shrunk to just 0.7%. How did the two formats recover in Q2? We dove into the data to find out.
Amazon created the first Prime Day to commemorate the company’s 20th anniversary on July 15, 2015. Promoted as “bigger than Black Friday,” the day-long event promised exclusive sales to Prime members on a wide variety of products. Despite the early criticism of the deals offered, the sale day became an ever-growing cultural and economic phenomenon. Every year shoppers could expect deals on everything from apparel to books to household wares and smart home tech.
Italy is a 5G pioneer as the fourth European country to commercially launch 5G services; it is also a highly competitive market. TIM recently announced a 5G cloud network and WindTre extended 5G dynamic spectrum sharing (DSS) to 93% of the country. Vodafone is partnering with Huawei on a 5G RAN network and Iliad has been looking to grow its customer base with aggressive pricing for 5G. We looked at Speedtest Intelligence® data from Q2 2021 to see if network performance is leading the way as well.
PayPal was the most downloaded P2P payment app in the world in the first half of 2021. P2P stands for “peer-to-peer,” and sometimes “person-to-person.” Either way, P2P describes the transfer of funds between two individuals. If you’ve ever split a restaurant bill, you’ve likely participated in a P2P payment, and understand how helpful P2P payment apps are. Many of the top P2P payment apps offer financial services beyond P2P payments (think: merchant services for SMBs), but we consider a P2P payment app to be any app that offers and is known for having a P2P feature.
Since December 1 2020, cumulative downloads of the top vaccine passport apps have grown to over 10 million globally. This post and the image below will be updated every Monday with new data. The apps above provide digital proof of identity and select health records. The vast majority of countries are not requiring people to be vaccinated for them to visit, which is why uptake has been low. Still, these apps can register COVID-19 test results which the majority of countries will require before entering their borders.
As theaters have started opening back up to the public, the blockbuster movie season is slowly making its way back into audience’s summer traditions. After a year of closures, many wondered if theaters would be able to recover, especially with the recent popularity of streaming services and home premieres. The latest foot traffic data compiled by Advan Research suggests that the blockbuster movie season is back and is possibly on track to reach the heights of past years.
The US operators have misled Americans since 2019 about the capabilities that 5G can offer. Remember AT&T claiming 4G as 5G, with its new logo and icon 5GE. Still today, the US carriers are confusing the public with different names of 5G. For instance, AT&T uses three different nomenclature for 5G, such as 5GE, 5G and 5G plus. The same is the case with Verizon, which has two flavours of 5G, namely 5G Ultrawideband and 5G Nationwide. These are all the marketing tactics to hide US operators' incapability, which still fail to provide fast and seamless 5G like South Korea.
The U.K. food delivery industry exploded during the pandemic. But as the lockdowns ease, which food delivery stock will come out on top? Here we use our Stock Intelligence platform to dive into the key alternative data trends for three of the market’s biggest players, namely Deliveroo (ROO), Uber Eats (UBER) and Just Eat Takeaway (JET). According to Lumina Intelligence, U.K. food delivery grew by £3.7 billion in 2020 to reach £11.4 billion
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 horizon, consumer transaction data reveals how the company’s sales soared prior to the pandemic and how much of that growth has been driven by the online channel.
Recruitment of veterans is a big value for US employers, many of which invest in large initiatives to hire more from this highly trained and heroic talent pool. This week we explore which companies are leading the pack to employ veterans and which ones are falling behind. Below is a ranking of companies by the share of veterans in their workforce. Among those with the highest shares, we see many security intelligence companies:
In this Placer Bytes, we dive into the shoe sector’s rapid recovery and look at the winners and losers in the crafting space. Like all retailers, the offline shoe market experienced a sharp downturn over the pandemic – but it looks like the sector is bouncing back. Boot Barn in particular has made a swift and impressive recovery, posting positive year-over-two-year growth in monthly visits every month since August – an especially impressive achievement considering the wider situation.
Can we expect a rush back to the office as UK restrictions lift on July 19th? In recent weeks Huq has studied the return of the commute through a range of lenses. We have observed the shape of the London rush hour and shown how that has changed. We have carried out a related study showing how workers now favour different days in the office too. Today’s analysis shows how enthusiasm for the office is polarised across London’s commuter belt. Further, we find that the contrasts are particularly stark within counties that comprise it.
And that’s a wrap! Amazon Prime Day was another success for the eCommerce giant, check out our exclusive coverage of results first. Shoppers came ready to open up their wallets on Prime Day. Revenue jumped nearly 600% compared to the daily average in the 20 days leading up to the two-day event, an increase that was almost double that of product views (+353%) and unit sales (+365%). To help understand consumer behavior driving this Prime Day performance, we used Shopper Intelligence, our eCommerce Intelligence platform, to break down trends on a category and brand level
In this Placer Bytes, we explore the supplement sector’s brick and mortar recovery and dive into the liquor sector’s enduring expansion. Although brick and mortar health stores took a hit during the pandemic, rising interest in health and wellness led to increased supplement and vitamin use, with many consumers turning to e-commerce channels for their nutritional supplement needs. Now that restrictions have mostly been lifted throughout the United States, we dove into the data to find out – are customers returning to offline chanels for their supplement needs?
In a typical pre-pandemic day, around 492,000 orders were placed on the GrubHub platform. In 2020, GrubHub received roughly 623,000 orders per day. The food delivery boom can be attributed to people avoiding grocery stores and restaurants, as well as efforts by brick-and-mortar restaurants and retailers to provide safe, contactless options during the pandemic. Food delivery services DoorDash, GrubHub, and Instacart have spent more on digital advertising than before lockdowns were in place, so let’s compare their ad spend since 2020 and where their peak spends lie.
The world keeps changing. We don’t have to tell you that. COVID-19 took almost everything we knew and flipped it upside down. From March 2020, work-from-home companies saw demand surge, while travel came to a virtual standstill. But now, as we’re coming out from the other side, consumer trends are shifting once again. What’s next for the market? What trends should you keep tabs on as the world begins the next new norm.
The jet boost that the pandemic provided to online retailers has accelerated investor demand for the warehouse properties crucial to the supply chain. In the U.S., just shy of one-quarter of all investment transactions were for industrial assets in 2020 — a record for the market. In Europe a record was also set, with 16% of all 2020 transaction volume involving industrial property, Real Capital Analytics data shows. Warehouse properties let to Amazon — the business that has perhaps most changed the way consumers in Europe and North America shop — are in strong demand.
Restaurants are eager to get back to their standard fare, complete with $1 Wing Wednesdays—but there is no simple ‘on’ switch to get a supply chain up and running again. Restaurants are struggling to meet consumer expectations on a number of fronts. Though some of the issues are apparent (like the ‘we’re hiring!’ signs everywhere), many of the issues are taking place in the kitchen. As B2B companies scramble to process goods, shortages of key ingredients are causing delivery delays and surging prices.
While pharmacies did feel the pain of the pandemic like other retail sectors, they hardly suffered an extended period of weakness. And their recent performance – driven by vaccines and wider reopenings – has put even relative strength into context, as key brands have seen exceptional growth of late. Looking at visit rates for CVS, Walgreens and Rite Aid compared to the equivalent months in 2019 shows the sector’s strong position.
