Market Insights_

The Club Pret Effect: Lower Spend, Higher Churn

One Year On: How Club Pret’s Subscription Overhaul Is Reshaping Customer Behaviour Since its launch in October 2020, Pret a Manger’s subscription service has seen several iterations but none as transformative as the change introduced last year. In a bold move, Pret shifted from a £30/month model offering up to five free drinks a day (plus 20%...

Who Won the 2024 UK Black Friday and Festive Shopping Period?

Among a select group of retailers serving UK customers, Argos, Currys and John Lewis are the winners of the 2024 festive period having successfully increased their total monthly spend and share of spend in both November and December.

In Review: The Impact of New Strategies on Streaming Giants

The fight for market share and consumer loyalty sees streaming services pivot their business models in a bid to remain competitive. What is the impact on the consumer and bottom line?

Little disruption to plan mix from Spotify’s price hikes

The seamless transition to price rises and plan changes continues amongst the streaming giants' customer bases.

Order values falling: what does this mean for fast fashion online?

How much are customers spending and how is this changing across brands and countries?

Fable’s Macro Dataset Reveals the Dynamism of Consumer Behaviour

How has the macroeconomic environment impacted consumer habits over the last 5 years?

Travel spend is back!

Higher-than-expected growth in travel spend driven by Southern Europe and hotels-focused platforms.

2024: The Year of Monetization for Spotify – Europe at the forefront.

As Spotify pushes to profitability, price rises remain a key growth driver as Q1 highlights weakest QoQ subscriber adds in two years.

Decoding Shein – the fast fashion steamroller threatening the European status quo.

How does Shein’s growth compare to the likes of e-commerce stalwart, Amazon? And which Fast Fashion staples are losing wallet share as a result of this growth across acquisition, retention and ACV?

Netflix: With ads or without ads? That is the question.

  The latest view from Netflix’s top 5 European markets. Netflix’s introduction of a new ad-based subscription tier in October 2022 was the most dramatic strategy shift in years and it’s having a profound impact on their subscriber mix, as they also rethink their pricing strategy and review their legacy plans. Why is Europe so...

HOW WILL THE NEW SUBSCRIPTION MODEL IMPACT SUBSCRIBER NUMBERS AND CUSTOMER LOYALTY?

NEW CLUB PRET OFFERING SHOWING EARLY SIGNS OF SUBSCRIBER DOWNTURN Today’s Club Pret subscription continues to give customers 5 drinks a day and an additional 10% off food, but at an increase from £25 to £30 per month. The subscriber offering has changed multiple times over the last three years with a steady incline in...

WHAT SPEND DATA CAN TELL US ABOUT THE REGIONAL PERFORMANCE OF MAJOR UK CAFÉ RETAILERS

40% OF MAJOR UK CAFÉ RETAILER SPEND IS CONCENTRATED ACROSS 3 UK REGIONS Spend across major café retailers is highest in Central London, the North West and the South East of England. The market leaders across these regions differ significantly with Pret leading in London, Greggs in the North West and Costa in the South...

The Fight For Market Share In Food Delivery Infographic

Uncover customer behaviour secrets and the battle for market dominance with our data-driven insights. Interested? Fill out the form below for more info!

The Nuanced Landscape of European Transaction Data

NEW REPORT Major Economic Themes of 2022

This Report uses Fable’s real-time, consumer spend data, to identify and examine some of the extraordinary economic trends that we witnessed in 2022.

Netflix ‘ad-ding’ more plans to the mix

Netflix is poised to fundamentally change its offering with the reported release of a cheaper ad-supported subscription offering in select countries across its 220 million plus subscriber base. The potential for an ad-tiered offering has been muted for some time and it should be said that Netflix is not the only large streaming business considering...

Assessing the Impact of a Summer of Strikes

The Summer of 2022 has been punctuated by the escalating cost-of-living crisis which led to a variety of appeals for higher pay. Commuters suffered from the disruption of nine days of national train strikes between June and August. These strikes followed a pandemic that transformed how commuters use public transport, with many now preferring the...

Q-Commerce is here to stay, what impact is it having on mainstream competitors?

Quick Commerce has enjoyed rapid growth over the past couple of years, with nascent organisations enjoying sizeable valuations. Getir was valued at $12bn in March 2022 in their Series E; Gorillas was valued at $2.1bn in October 2021 in their Series C, and Zapp has raised over $300m. Whilst the volatile economic environment is challenging...

Tyson Fury Wins at Wembley Stadium…And Not Just in the Ring

Wembley Stadium is one of the UK’s most iconic venues hosting some of the world’s highest profile sporting and musical events. So, we were curious to know whether all events and all audiences are equal when it comes to splashing the cash locally on event days. By using a combination of Fable’s extensive consumer spend...

Is Food Delivery still cooking or are taste buds changing?

The rise in the use of Food Delivery apps has been well documented with the pandemic serving up a hearty main course for many of the industry’s participants. However, as we have emerged from the depths of lockdowns delivering consistent tailwinds for growth in 2020 and 2021, we ask the questions – how has this...