Insights on Changing Consumer Spending

Facteus Insight Report on Consumer Spending and Transactions (FIRST)
Daily Consumer Spending Index

The daily US Consumer Spend Index shows the percentage change in spending on a daily basis, compared to consumer spending in 2019.

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FIRST REPORT: SEPTEMBER 23, 2020

Spending levels the week ending Sep. 20 improved compared to the prior week, declining 2% year over year vs. an 8% decline the week ending September 13. Retail continues to be the driver of improvement with both Wholesale Clubs and Discount Stores near 2020 highs, and with Home Supply stores continuing to show strength. Video Game spending growth also improved meaningfully, moving it back to levels seen earlier in the pandemic. Travel, unsurprisingly, continues to be a laggard.

RETAIL

Aggregate spending growth in the Retail space improved to 35% year over year, driven by very strong growth in the Wholesale Club segment (+56%) and the Discount Store segment (+49%). The strength of these segments of such a long period of time suggests there may be a behavior shift going on with the consumers in our panel towards lower-cost alternatives for daily staples.

The Home Supply segment also remains strong, as consumers with discretionary income are allocating dollars towards the place they are spending increasing amounts of time. The dynamics at work between Amazon and Walmart remain largely unchanged from the patterns of the last five months, with Amazon showing a large growth advantage over their large retail peer.

WEBINAR: THE NEW TREND IN CONSUMER SPENDING EVERY INVESTOR NEEDS TO UNDERSTAND

If you want a deep dive into the Retail segment data in our panel, join Kevin Vassily, our VP of Market Development, October 7 at 12:00 PM EDT as he illuminates this new COVID-era trend in consumer behavior. CLICK HERE TO REGISTER

ENTERTAINMENT

Spending in the Entertainment sector improved from the prior week, declining 12% year over year. There was little change week to week in the restaurant space, as the segment as a whole seems to be back to levels seen pre-pandemic. The Video Game segment saw a sharp rebound from the prior week, growing 41% year over year vs 20% the week of September 13.

TRAVEL

Travel does remain the laggard of the meta categories we cover, declining 42% year over year in the week ending September 20. While there is a clear uptrend in spending in Air Travel from the trough seen in late March/early April, spending growth is still down 55% year over year. Lodging has been a brighter category, but after turning positive the week of Sept 6 (which included most of Labor Day weekend in our data), the segment has retreated and is now down 11% year over year.

FIRST REPORT ARCHIVE

FIRST Report 10-21-2020

FIRST Report 10-14-2020

FIRST Report 10-7-2020

FIRST Report 9-30-2020

FIRST Report 9-23-2020

FIRST Report 9-16-2020

FIRST Report 9-16-2020

FIRST Report 9-9-2020

FIRST Report 9-9-2020

FIRST Report 9-2-2020

FIRST Report 9-2-2020

FIRST Report 8-26-2020

FIRST Report 8-26-2020

FIRST Report 8-19-2020

FIRST Report 8-19-2020

FIRST Report 8-12-2020

FIRST Report 8-12-2020

FIRST Report 8-5-2020

FIRST Report 8-5-2020

FIRST Report 7-29-2020

FIRST Report 7-29-2020

FIRST Report 7-22-2020

FIRST Report 7-22-2020

FIRST Report 7-15-2020

FIRST Report 7-15-2020

FIRST Report – 7-8-2020

FIRST Report – 7-8-2020

FIRST Report – 7-1-2020

FIRST Report – 7-1-2020

FIRST Report 6-24-2020

FIRST Report 6-24-2020

FIRST Report 6-17-2020

FIRST Report 6-17-2020

FIRST Report 6-10-2020

FIRST Report 6-10-2020

FIRST Report 6-3-2020

FIRST Report 6-3-2020

First Report 5-27-2020

First Report 5-27-2020

FIRST Report 5-20-2020

FIRST Report 5-20-2020

FIRST Report 5-13-2020

FIRST Report 5-13-2020

FIRST Report 5-6-2020

FIRST Report 5-6-2020

FIRST Report 4-27-2020

FIRST Report 4-27-2020

FIRST Report 4-22-2020

FIRST Report 4-22-2020

FIRST Report 4-15-2020

FIRST Report 4-15-2020

Report 4-9-2020

Report 4-9-2020

First Report 4-8-2020

First Report 4-8-2020

FIRST Report 4-1-2020

FIRST Report 4-1-2020

FIRST Report 3-25-2020

FIRST Report 3-25-2020

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