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Industry Reports

Get the insider scoop on industry trends, backed by card-verified data from billions of transactions.

Leverage the insights in our industry reports to align your moves with upcoming trends and get ahead of the competition.

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2022 Holiday Shopping in Review

Prompted by Deloitte’s study predicting 2022 holiday shopping trends, Drop’s latest report explores: Did Drop members spend more during the…

January 18, 2023

T.J. Maxx is winning, but is their growth sustainable?

In Q3 of 2021, off-price retailers like T.J. Maxx saw a +20% increase in combined sales compared to 2019.  Drawing…

January 9, 2023

Why is Family Dollar not winning?

What do we know about Family Dollar? Family Dollar has 8,000 locations across the U.S. and has been underperforming for…

December 20, 2022
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Is Walmart really winning market share from Target?

On November 15th, Walmart raised its full-year sales and profit forecast. The following day, Target cut their holiday-quarter forecast blaming…

December 9, 2022

Santa, tell me: what will holiday shopping look like this year?

For over two years, the COVID-19 pandemic resulted in subdued holiday gatherings and nation-wide supply chain disruptions. However, this year,…

November 10, 2022

Shifts in Specialty eCommerce

Consumer specialty eCommerce sales continue to slow from their pandemic high in Q2 2020 due to the gradual reopening of…

October 24, 2022

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