1/ Want to nerd out on some data?

Earnest Research came out with some awesome data on holiday performance across retailers.

Let's dive in and see what we find.

2/ Which companies did Santa treat well?






All grew 20+% year over year utilizing e-commerce exceptionally well.

Nice to see Phil Knight's baby, Nike, on that list as the lone "incumbent." #ShoeDog
3/ Who didn't do so hot?

Men's Wearhouse

Ann Taylor

JC Penney


J. Crew



Struggling to migrate sales online, all of these companies had sales shrink by 30% or more year over year. Yikes.
4/ What else stuck out?

All those bitcoin and Tesla investments meant high-income brackets were ready to spend on $LULU.

Neiman's aside, whose price tags make my brain explode, Lululemon had the highest % of sales from the $200k+ income bracket of any of these retailers at 46%
5/ Arts and Crafts for all? 🎨

With more time on our hands hanging out at home, Hobby Lobby and Michael's saw online sales growth year-over-year explode by 58% and 73% respectively.
6/ Categorically speaking...

People are improving their homes like crazy (up 34%) and giving it those new new furnishings (up 21%)

Love buying from marketplaces (up 40%) and saving money at warehouse clubs (up 15%)
7/ So Holiday 2021 showed...

That the Last Dance was a phenomenal series and Nike proved that you don't have to be a startup to capitalize on the growth of e-commerce.

Hobby Lobby and Michaels proved that COVID sparked some good ole creative time for Americans
8/ ...And people just want to be really freaking comfortable while working at home on their new couch in some Lululemon lined shorts

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Jason Shuman 👟

Jason Shuman 👟 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @JasonrShuman

16 Aug 19
My Father sent me a picture of a Wolfpack this morning with the following description.

The first 3 are the old & sick, they walk in front to set the pace of the entire pack. The next 5 are the strongest & best, they are tasked to protect the front side if there is an attack.
In the center are the rest of the pack members, always protected from any attack. Then the 5 also among the strongest are following, protecting the back side.
Last is alone, the alpha. The LEADER. He controls everything from the rear, ensures that no one is left behind. He is always ready to run in any direction to protect, and serves as the 'bodyguard' to the entire group.
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!