Insights Centre_

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...

Fable Data wins Statistical Excellence Award

Fable Data is thrilled to announce that we have won the Office for Statistics Regulation and Royal Statistical Society’s 2023 Award for Statistical Excellence in Trustworthiness, Quality and Value

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!

Felicity Emmett awarded position on Management Today’s 35 Under 35 list for 2023

Felicity Emmett, Chief Strategy Officer at Fable Data recognised in Management Today’s 35 Under 35 list for 2023

The Nuanced Landscape of European Transaction Data

Fable Data informs University of Oxford accounting paper: Voluntary Disclosure Under Idiosyncratic Uncertainty

Fable Data informs University of Oxford accounting paper: Voluntary Disclosure Under Idiosyncratic Uncertainty

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.

Fable Data Informs New IMF Inflation Paper

Using Fable’s transaction data for the UK and Germany, the International Monetary Fund (IMF) has released a Working Paper on changing consumption patterns, and the resulting inflation bias during the COVID-19 pandemic. The paper uses Fable’s data to update the official inflation weights and quantify the resulting inflation bias, as official weights become outdated when...

IMF – The Impact of Monetary Policy Shocks on Credit Card Spending

Researchers at the IMF have published another working paper using Fable’s data. The paper demonstrates the advantages of having high-frequency data to help improve the identification of the effects of monetary policy. The differences are particularly noticeable when compared to more traditional data sources on consumption, which are usually subject to less frequent aggregation. Additionally,...

UK and Germany Spend Insight Report 05 Dec – 11 Dec 2022

In this week’s report, spend in the UK was flat 0% versus 2021 (YoY) and up 14% versus 2019 (Yo3Y). Spend in Germany was up 9% YoY and up 8% Yo3Y. In the UK, as we head into the peak holiday shopping season, spend declines are being seen across most High St regions relative to last year. In Germany, in contrast to the UK, spend growth is being seen across the High St and in some select categories including Clothing & Apparel, Sporting Goods and Health & Beauty Stores