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90 West Data - Cross Country Insights · Apr 19, 2023

90 West Data - Cross Country Insights

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John Farrall · 90 West Data - Cross Country Insights

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This short email will include three interesting charts from our Panel of US Consumer Transaction Data & Our Panel of US Consumer Gift Card Data.

Generally: One Micro, One Macro, and One Just Interesting.

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Informational Purposes Only — Not Investment Advice

Three Most Interesting things I’ve seen this week in 90 West’s data:

  1. Valve Gift Card Sales Remain Steam-y.

  2. YouBetcha! Online Betting is a Young Person’s Game

  3. Open Loop Pre-Paid Visa/MC Seasonality & Avg Value

Analysis of 90 West Data’s panel of STEAM gift card sales indicates sales continue to trend higher. This covers daily data from January 1, 2016 through April 17, 2023.

Source: 90 West Data, LLC

Among our panel of US consumers, younger people are far more likely to wager1.

Source: 90 West Data, LLC

The average value of Open Loop Card (Visa/MC pre-paid cards) declines markedly at the holidays as significantly more cards are purchased & given.

Source: 90 West Data, LLC

1

Analysis of 90 West Data’s panel of US consumer covering the twelve months from March 31, 2021 through March 31, 2022.

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