TXN

Web application for consumer spending analytics, competitive intelligence and surveys.

[TXN @hellotxn]

The attack of the scooters: our look at the red hot market of personal mobility
https://t.co/cqtOaGej72 @BirdRide @limebike @ScootNetworks @jumpbikes @Uber @lyft

[TXN @hellotxn]

Avg. transaction amount at @BirdRide is declining over last 6 months, to $3.00 in May 2018. That implies avg. ride length of 13.3 min, ignoring discounts, lower than assumptions here https://t.co/XJoFvR2J13 cc @TechCrunch

[TXN @hellotxn]

@blueapron @kroger 28.7% of Home Chef customers in last 12 months also shopped at @kroger

[TXN @hellotxn]

Total spend at meal kit services, last 12 months. Home Chef is about 30% of @blueapron, so $200MM price paid by @kroger is on par with @blueapron ~$600MM market cap

[TXN @hellotxn]

Revenue for @limebike and @BirdRide grew X12 over last 6 months

[TXN @hellotxn]

@Shipt @Target Competitor @Instacart has 2.5X revenue compared to @shipt (last 90 days)

[TXN @hellotxn]

.@Shipt acquired by @target for $550M - grew revenue more than 6X in last 24 months

[TXN @hellotxn]

Customers of @ScootNetworks spend significantly more per customer on @Uber / @lyft but less on @Zipcar

[TXN @hellotxn]

Only businesses remaining that are larger than @Uber by transaction volume: @amazon @Walmart @McDonalds @iTunes @Target (last 90 days)

[TXN @hellotxn]

(monthly purchases last 24 months) @Uber (red line) growth not slowing down: blew by @Starbucks @cvspharmacy @7eleven !

[TXN @hellotxn]

Weekly customers: @WholeFoods managed to overtake both @Safeway & Trader Joe's when @amazon deal closed (week of 8/28) and is ahead since

[TXN @hellotxn]

Who should @UberEATS partner with next? Maybe @ChipotleTweets & @panerabread (spend per customer for UberEATS customers vs average customer)

[TXN @hellotxn]

Average ride price at @Uber is at an all-time low and for the first time it's lower than @lyft's

[TXN @hellotxn]

As @ScootNetworks is taking off, what are people using it for? https://t.co/8wscv3MyBx

[TXN @hellotxn]

@blueapron @plated Plated acquired by @Albertsons for reported $175-200M -> at same rev. multiple this implies ~$1.5B for Blue Apron (+50% over current val.)

[TXN @hellotxn]

Last 180 day revenue @blueapron vs @plated

[TXN @hellotxn]

Who's making a deposit for Tesla Model 3? https://t.co/Hoswk1kwgT

[TXN @hellotxn]

.@Spotify on the Rise https://t.co/mpKkwdWLjW

[TXN @hellotxn]

Last time @AMCTheatres, @Cinemark and @RegalMovies *collectively* had larger total monthly spend than @netflix alone - July 2016

[TXN @hellotxn]

@HelloFresh @realhomechef @blueapron But @blueapron enjoys stronger quarter-over-quarter retention of new customers