Facteus

Just 2 weeks until The Market Research Event in Vegas🎉 (think they ran that name through focus groups?🤣) The slate of speakers looks really amazing💪and the topics are spot on with what's happening in the industry. The Facteus team is excited to be there to discuss the latest in market research data, technologies and best practices. 📰 If you're interested in how credit/debit card data can up your 'Insights' game, let's connect. #tmre #consumerinsights #marketresearch https://lnkd.in/eRiTkwx

LVMH's Q3 "surprise" wasn't a surprise at all. When shares jumped 12% yesterday on unexpected growth, Wall Street called it "a ray of hope." But the transaction data has been screaming this for months. Here's what actually happened: LVMH and major luxury brands refused to discount through 2025's tariff crisis—and American consumers rewarded them. 📊 The Data: - 5 of 6 luxury brands GREW AOV through summer 2025 - Louis Vuitton: +8.4% AOV despite tariffs - Tiffany: +10% AOV, positive growth - Burberry: +27% sales (volume play) 🎯 The Key Insight: Sales declines were fewer shopping trips, not cheaper baskets. Transaction volume dropped 17-21%, but AOV held or increased. This is why recovery is inevitable. Damaged pricing = damaged brand. Lost traffic = temporary macro headwind. By protecting pricing through the storm, these brands can capture the recovery at full price. The result? LVMH's Q3 returned to growth. The broader luxury sector jumped 6%. Analysts upgraded targets across the board. The lesson: Luxury brands didn't build their premium position overnight—and they're certainly not going to lose it so quickly either. Luxury brands didn't panic. They protected brand equity. Strategy worked. #LuxuryRetail #LVMH #ConsumerInsights #RetailStrategy #BrandPositioning Data: U.S. transaction analysis, 6 brands, $1.72B sales Jun-Sep 2025

LVMH's Q3 "surprise" wasn't a surprise at all. When shares jumped 12% yesterday on unexpected growth, Wall Street called it "a ray of hope." But the transaction data has been screaming this for months. Here's what actually happened: LVMH and major luxury brands refused to discount through 2025's tariff crisis—and American consumers rewarded them. 📊 The Data: - 5 of 6 luxury brands GREW AOV through summer 2025 - Louis Vuitton: +8.4% AOV despite tariffs - Tiffany: +10% AOV, positive growth - Burberry: +27% sales (volume play) 🎯 The Key Insight: Sales declines were fewer shopping trips, not cheaper baskets. Transaction volume dropped 17-21%, but AOV held or increased. This is why recovery is inevitable. Damaged pricing = damaged brand. Lost traffic = temporary macro headwind. By protecting pricing through the storm, these brands can capture the recovery at full price. The result? LVMH's Q3 returned to growth. The broader luxury sector jumped 6%. Analysts upgraded targets across the board. The lesson: Luxury brands didn't build their premium position overnight—and they're certainly not going to lose it so quickly either. Luxury brands didn't panic. They protected brand equity. Strategy worked. #LuxuryRetail #LVMH #ConsumerInsights #RetailStrategy #BrandPositioning Data: U.S. transaction analysis, 6 brands, $1.72B sales Jun-Sep 2025

Maiden Century independently verifies: +76% Alpha Generated by Facteus Arbiter. Read about results here: https://hubs.ly/Q03NZCq20 ✅ Head-to-head: Arbiter card panel dataset was a leader ✅ Breakthrough: Onyx UPC-level data adds additional color to product-level decision making ✅ Speed: 1-day lag → 4-day trading edge

Marketers don’t need more impressions; they need better outcomes. That’s the mindset behind our new partnership with Facteus. In this interview with Todd Budin, Linda Vetter explores how we’re helping brands shift from guesswork to guaranteed performance by activating real purchase behavior inside Allant Group’s AMP+ platform. Forget intent signals. Forget upper-funnel fluff. This is about real transactions. Real-time data. Real conversion lift. Discover how we’re helping marketers build audiences that actually buy. Read the full conversation: https://lnkd.in/gD-DJxbZ #MarketingStrategy #DigitalTransformation #AudienceTargeting #OutcomesNotImpressions #ComposableData

First days of October 2025 delivered a retail face-off — Amazon Prime Day, Target Circle Week, and Walmart Deals all fighting for the same wallet. Facteus transaction data tells a clear story - https://hubs.ly/Q03N7znV0 - Amazon: +61% lift, $3.75B in two days - Target: +6.5% lift over the week - Walmart: flat at -0.7% despite a same-day counter-launch The winner isn’t close. Amazon’s event-driven retail machine continues to reshape consumer behavior and redefine what a “promotion” means. When Amazon owns the date, competitors barely register. #marketintel #cfo #investortools #finance #fpa #benchmarking #RetailStrategy #PrimeDay #Ecommerce #RetailData #ConsumerInsights #Amazon #tickerdata #Target #Walmart

**Cracker Barrel fired Prophet on Oct 2. The data suggests they might have been right to.** Late August: Cracker Barrel unveils new brand identity. Social media backlash erupts. Stock price drops. Early September: Sales down 6% YoY. Leadership makes the call. October 2: Agency Prophet is let go. --- The transaction data tells a revealing story: Early September looked like bad timing—the whole industry softened: • Sept 1: Cracker Barrel -6%, Competitive Set -3% • Sept 8: Cracker Barrel -4%, Competitive Set -4% But then the lines diverged: • Sept 15: Cracker Barrel -3%, Competitive Set +3% (6-point gap) • Sept 22: Cracker Barrel +2%, Competitive Set +8% (6-point gap) While the industry recovered, Cracker Barrel continued underperforming by roughly 6 percentage points. The stock hasn't recovered either. --- THE INSIGHT: A snapshot in early September might have suggested Prophet was unfairly blamed for industry headwinds. But continuous transaction monitoring revealed something more concerning: sustained underperformance even as competitors bounced back. This is the difference between a PR crisis and a brand crisis. One blows over. The other lingers in the data. Real-time competitive benchmarking doesn't just show what happened—it shows whether the damage is temporary or structural. In this case, the continued gap suggests the rebrand's impact on consumer sentiment may be real and ongoing. --- #retail #datadriven #competitiveintelligence #restaurantindustry #casestudies #benchmarking #competitiveintel #financeleaders #finance #CFO #corporatestrategy

Amazon's event-driven retail strategy continues to prove unstoppable. For the third time in 15 months, Facteus credit and debit card data shows Amazon turning a manufactured sales holiday into a massive spending surge - while Walmart maintains steady growth without promotions and Target struggles to match the impact. On October 7, 2025: - Amazon's Fall Prime Day generated $1.79 billion in a single day—a 55% lift over its recent baseline of $1.15 billion. - Walmart, running Walmart Deals promotion, averaged $742 million during the same period (Oct 5-7)—only up 2.4% from the prior week. - Target's Circle Week promotion (launched Oct 5, running through Oct 11) generated a modest 5.3% lift through the first three days. Amazon's Prime Day volume was nearly 10x Target's and 2.4x Walmart's on the same day. Full report coming this Friday!! #RetailStrategy #PrimeDay #Ecommerce #RetailData #ConsumerInsights

Circle and Prime Days aren't just big for Target and Amazon — they move the entire retail sector. With Facteus data, you can see the impact in real time—before the market reacts. Don’t wait until it’s too late. Book your data test drive now. https://hubs.ly/Q03LWK7Q0 #marketintel #investortools #finance #fundamentals #quantfinance #financialplanning

Amazon Prime Day & Target Circle Week are days away. https://hubs.ly/Q03Kmd_F0 Most investors will wait for earnings calls. The smart ones won’t. See real-time consumer spend shifts as they happen. Don’t wait—act now. Book a test drive of Facteus data. #marketintel #investortools #finance #fundamentals #quantfinance #financialplanning