While sales remain elevated across most channels, Gas & Convenience claimed a spot as one of the top performing channels vs. year ago and hasn't looked in the rearview for several months. Prime Day falling on week 41 last year leads to a strong under-index for Online this year, much in the same way Week 25 saw a large spike. Despite a slight resurgence in week 42, sales fell below year ago again in week 43. Online sales have been elevated for the last month.

As shoppers start adding mileage to their cars again, channels such as Gas & Convenience and QSR have reaped the benefits with trip growth vs. year ago.  Much like sales, Online trips followed with an expected under-index vs. Prime Day Event 2020 but have climbed back slightly.

The trend of consumers filling their baskets to the brim to sustain at-home consumption has continued and picked up even more steam. Essentially all channels are helping drive this trend vs. 2019.  Gas & Convenience has held strong for the last several months vs. year ago and could see more growth with upcoming holiday season travel. Online sees a similar decline as the prior metrics but, overall, Spend per Trip has remained elevated since mid-April.

Overall households, while still not volatile, have dropped below past years for the first time in months. Online shopping has continued to lose steam in compared to 2020. Beauty, Office, and Home Improvement have also trended below a year ago for a majority of the past two months.  Even with the visible decline in the past weeks vs. 2020, Online has been carrying the torch forward vs. 2019 to offset low performance in Bodega, Beauty, Military, and Office.