altdata_

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...

18 October 2022

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...

08 September 2022

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...

01 September 2022

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...

25 August 2022

Where do we go from here for BNPL?

Buy Now Pay Later (BNPL) is the latest reincarnation of consumer borrowing and has quickly dominated the conscience of the consumer, the media, concerned regulators and incumbent mobile/electronic payment platforms and wallets. Here, I briefly trace the origins of consumer debt for context and then bring the narrative forward to a current review of the...

11 August 2022

Amazon Prime Day sees UK card transactions increase by 12%

Amazon held its annual Prime Day event on the 12/13th July this year. In an environment where online spending has continued to decline from the highs reached in 2020 and 2021 and the current cost-of- living crisis is biting hard, we were curious to know whether this squeeze on incomes might have dulled the consumer...

04 August 2022

Micro Data Grocery Analysis – The Day Aldi Came to Town

The current cost of living crisis has seen a significant shift in consumer spending patterns as household budgets have been increasingly squeezed. The Grocery sector traditionally acts as a reliable barometer for the wider economy, so it’s perhaps unsurprising that since April, there has been a noticeable shift in consumer spend towards Discounters – Aldi,...

18 July 2022

Anonymized Transaction Data is Essential for Global Economic Health

Fable Data was recognized by the Hedge Fund Industry as the *Best European Alternative Data Supplier 2021. Put simply we are experts at supplying and interpreting anonymized real time banking and credit card data. This strength enables us to have a finger on the pulse of the latest global economic and market insights. And why...

07 July 2022

Grocery demand soars whilst takeaway delivery growth moderates

The shelves of Grocery stores have been emptied as consumers rush to buy up food and medicine despite retailers assuring the public that there is no need to panic. It has been difficult to get an online grocery delivery slot as demand has soared. Consumer behaviour is changing rapidly. Our hypothesis was that UK consumers...

13 June 2022

Deutsche Bundesbank includes Fable Data in their Weekly Activity Index

Fable Data announces that the Bundesbank has included our real-time anonymized transaction data in their Weekly Activity Index. For more details about their Wöchentlicher Aktivitätsindex, click here. Fable Data was the first to bring this powerful form of data to the European market, and is delighted to be able to support the work of the...

14 May 2022