Facteus

🎄 Happy Holidays from the Facteus Team! This week, we had our Facteus unofficial holiday bash! Between heated battles for the most coveted white elephant gifts (yes, that's a Facteus logo on a toilet seat!), and an ugly sweater showdown that might trigger some NSFW filters, we created memories that will last well into 2025. Grateful to work with this incredible bunch who bring their A-game to both Facteus everyday AND to karaoke renditions of the Bohemian Rhapsody and Spice Girls.

Excited to have our Facteus spending data featured in this Reuters article about Nike. https://lnkd.in/dw2x_qi6 #alternativedata #altdata

Welcome to the latest edition of the Facteus Win the Week Retail newsletter, covering consumer spending trends for the week ending December 14, 2024. As we move into mid-December, we're seeing interesting shifts in holiday shopping patterns. Let's dive into the numbers and analyze the trends. Key Takeaways and Analysis: - Mixed Retail Performance: General Retail showed a moderate decline of -3.1%, though Target bucked the trend with 7.5% growth. This suggests consumers may be becoming more selective in their holiday shopping destinations. - Beauty Category Strength: Cosmetics retailers showed impressive growth, with SEPHORA (21.6%) and Ulta Beauty (8.9%) both performing well, indicating strong demand for beauty products as holiday gifts. - Fast Fashion Slowdown: The -14.4% decline in apparel spending, with significant drops at SHEIN (-34.8%) and other retailers, suggests a post-promotional period adjustment after recent sales events. - Food Service Recovery: Fast Food & Restaurant (5.8%) and Grocery (5.1%) categories showed positive growth, possibly reflecting increased social and family gatherings as the holidays approach. - Home Improvement Decline: The sharp drop in Hardware & Home Supply (-21.1%) likely indicates a seasonal shift away from home projects as holiday shopping takes priority. The data this week reveals an evolving holiday shopping landscape. The strong performance in beauty retail suggests consumers are focusing on personal care and gift-able items, while the decline in general retail might indicate a more measured approach to holiday spending compared to the early season rush. The significant decline in Fast Fashion and TikTok Shop could indicate a normalization after recent promotional periods, though the magnitude of the drops suggests consumers might be shifting their spending to other categories or timing their purchases differently this year. The positive growth in food-related categories, coupled with declines in home improvement, points to a shift in consumer priorities toward entertaining and gatherings rather than home projects as we enter the peak holiday period. As we approach the final weeks of holiday shopping, we'll be watching to see if these trends continue or if we observe a last-minute surge in spending across categories. Sign up here to receive our newsletter every week in your inbox: https://lnkd.in/gfZ_Y4_y #facteus #alternativedata #altdata

In addition to Facteus being the only STANDALONE transaction data provider to hedge funds, we are also the most reliable. Facteus customers experienced NO DOWNTIME or OUTAGES during the most important retail holiday on the calendar, #Thanksgiving, #BlackFriday, and #CyberMonday Major media outlets like Reuters and clients alike, relied on Facteus data for our TRUE 1-day lag to provide vital Black Friday data immediately on Saturday morning...faster than any other provider in market with no data outages. Contact us to backtest our latest updated panel: [email protected] www.facteus.com Link to Black Friday news article: https://lnkd.in/g4S4iVSG #facteus #alternativedata #altdata

Welcome to latest edition of the Facteus Retail Win the Week newsletter, covering consumer spending trends for the week ending December 7, 2024. This week's data shows interesting shifts in spending patterns following the #BlackFriday / #CyberMonday period. Let's dive into the numbers and analyze the trends. Key Takeaways and Analysis: General Retail Momentum: The 9.6% growth in General Retail, led by Amazon's 15.8% increase, suggests continued strong holiday shopping activity following the Black Friday surge. Higher average ticket sizes indicate consumers are making substantial purchases. Fast Fashion Correction: The -11.0% decline in Fast Fashion, with significant drops at major retailers (ZARA USA -29.9%, H&M -33.0%), likely reflects a natural pullback after the aggressive Black Friday promotions. Cosmetics Mixed Performance: Despite increased average ticket sizes, both SEPHORA (0.3%) and Ulta Beauty (-18.0%) saw moderated spending, suggesting a cooling off after strong Black Friday beauty purchases. Wholesale Club Strength: A notable 15.1% growth with a 24.8% increase in average ticket size indicates consumers are making larger bulk purchases, possibly stocking up for holiday gatherings. TikTok Shop Consistency: Maintained positive momentum with 14.7% growth, showing sustained engagement on the platform during the holiday season. The data this week presents a nuanced picture of post-Black Friday shopping behavior. While some categories show expected declines after major promotions, others demonstrate continued strength, suggesting consumers are spreading their holiday purchases across the season. The significant increase in average ticket sizes across multiple categories (General Retail 7.8%, Wholesale Club 24.8%, Discount Store 13.7%) indicates that while transaction volumes might be lower, consumers are making larger purchases when they do shop. The decline in Grocery (-8.1%) and Hardware & Home Supply (-7.7%) spending might reflect a shift in consumer focus toward gift purchases rather than household essentials or home improvements during this period. As we move deeper into December, we'll be watching to see how these spending patterns evolve through the remainder of the holiday shopping season, particularly as we approach last-minute shopping periods. Sign up here to receive our newsletter every week in your inbox: https://lnkd.in/gfZ_Y4_y #facteus #alternativedata #altdata

Thrilled to have Facteus data featured in Reuters continued coverage of the holiday shopping season! Read the full article here: https://lnkd.in/gXGBiaWx #AlternativeData #AltData #DataAnalytics #RetailInnovation #ConsumerInsights

📊 Black Friday Weekend Update: Following the Money in Real-Time (Day 4) #CyberMonday data is here! Check out our #BlackFriday report to see who the winners and losers were this year. Facteus #AlternativeData #AltData

Welcome to our latest edition of the Facteus Win the Week Retail newsletter, covering consumer spending trends for the week ending November 30, 2024. We're excited to announce that we've expanded our coverage to include the #Cosmetics category, featuring major beauty retailers like SEPHORA and Ulta Beauty. This addition comes at a perfect time as this week's data captures #BlackFriday and the start of the holiday shopping season, showing dramatic increases across most retail categories. Let's dive into the numbers and analyze the trends. Key Takeaways and Analysis: - Black Friday Impact: The dramatic surge in spending is evident across almost all retail categories, with General Retail showing a robust 23.7% growth. Target and Amazon led the way with 31.0% and 30.0% growth respectively. - Fast Fashion Explosion: The apparel category saw remarkable growth of 62.1%, with individual retailers showing exceptional performance - H&M (70.9%), ZARA USA (66.2%), and UNIQLO (50.9%) all posted significant gains. - Cosmetics Surge: The beauty category demonstrated extraordinary growth, with Ulta Beauty leading at 106.0% growth and SEPHORA following at 67.7%, indicating strong holiday gift purchasing in this category. - Discount and Home Improvement: Discount stores showed strong performance at 26.2% growth, while Hardware & Home Supply increased by 17.1%, suggesting consumers are investing in both gifts and home preparations for the holiday season. - TikTok Shop: Maintained positive momentum with 14.7% growth, though not as dramatic as traditional retail channels during Black Friday. The data this week presents a clear picture of robust Black Friday shopping activity across multiple retail categories. The significant increases in average ticket sizes, particularly in General Retail (10.6%) and Cosmetics (5.6%), suggest that consumers are making larger purchases, likely taking advantage of holiday deals and promotions. The exceptional performance in the Cosmetics category is particularly noteworthy, with both major beauty retailers showing triple-digit or near-triple-digit growth. This could indicate that beauty products are becoming an increasingly important category for holiday gift-giving. The continued strength in Grocery (5.7%) and Wholesale Club (1.8%) spending suggests that consumers are maintaining their essential purchases while significantly increasing their discretionary spending for the holidays. The modest decline in Fast Food & Restaurant spending (-3.1%) might indicate that consumers are prioritizing retail purchases over dining out during this major shopping period. As we move deeper into the holiday shopping season, these strong Black Friday numbers suggest robust consumer confidence and willingness to spend. Sign up here to receive our newsletter every week in your inbox: https://lnkd.in/gfZ_Y4_y #facteus #alternativedata #altdata

📊 Black Friday Weekend Update: Following the Money in Real-Time (Day 3) With 1-day lag transaction data we get to watch the full holiday shopping weekend unfold in near real-time. Check out the data for the Sunday leading up to #CyberMonday. Looks like some retailers might be gearing up for a big Cyber Monday and some will be flat YOY. Facteus #AlternativeData #AltData

Excited to have our Facteus holiday spending data featured in New York Post. Find out how consumer behavior is evolving this holiday season! https://lnkd.in/gMHh_9zT #alternativedata #altdata #blackfriday2024 #blackfriday