ComplicatesBTR Vol 5
The plus-size pullback: what the size data shows
+3.7ptplus-size share change at value retailers
Research
Between the Receipts: retail headlines, tested against the shelf
Between the Receipts is Data Purl's research series: retail and consumer headlines tested against the shelf. Each finding states:
- The claim: the headline being tested.
- The evidence: what matched-SKU prices, promotions and assortment actually show.
- The verdict: Confirms, Complicates, Mixed or Snapshot.
Category and theme findings are published here. Company-level stories are in the client editions.
SnapshotBTR Vol 5
Inflation in the shelf: hard goods up, apparel down
+20%jewelry
ConfirmsBTR Vol 5
Motor oil: the supply squeeze is on the sticker
+10%matched-SKU motor oil price index, May to August 2026
ComplicatesBTR Vol 4
Appliance tariffs: list prices absorb them, promotions give them back
3 monthsmedian matched appliance price unchanged after the tariff
ConfirmsBTR Vol 3
The memory-chip surge is climbing the retail shelf
+62%memory and storage (SSDs, cards, drives)
ComplicatesBTR Vol 2
TV prices: the cheap deals are new models, not cuts on old ones
100same-SKU TV list-price index after one year (no change)
ComplicatesBTR Vol 1
One year of tariffs: Chinese brands gained shelf share in US home
21 of 23home categories where Chinese-origin brands gained shelf share
Brand assortment studies
How a brand's US online range, price architecture and retailer mix changed over several complete years, with the method and a citation line.
- New Balance's US online assortment, 2019 to 2025
Luxury and designer retailers: from 9% to 36% of the brand's listings. Priced $150 or more: from 8% to 29% of listings, by full price.
- Tory Burch's US online assortment, 2019 to 2025
Priced $500 or more: from 10% to 25% of listings, by full price. Own website: from 20% to 27% of listings (about 3,000 to 4,500 products).
- Golden Goose's US online assortment, 2019 to 2025
Listings: from about 4,700 to 8,400, up about 77%. Luxury and designer retailers: from 93% to 72%.
The client editions
Each volume also tests company-specific headlines (brands, retailers and listed companies) against the shelf. Those stories, with their figures, queries and charts, are published to clients.
BTR Vol 5
September 2026 · 14 storiesThe plus-size size curve, athletic and athleisure promotions, denim, department stores, home improvement tariff refunds, pet DTC, a licensing portfolio read-through
BTR Special: Athletic Footwear
September 2026 · 28 storiesShelf share, demand, promotions, pricing and retro cycles across the athletic footwear category, with signposts
BTR Vol 4
August 2026 · 16 storiesPremium apparel pricing, full-price strategies, footwear share, UK promotions, wearables, appliance tariffs, home improvement demand
BTR Vol 3
August 2026 · 11 storiesThe memory-chip surge, tariff-refund margins, discount duration, full-price brands, athletic share, luxury pricing
BTR Vol 2
July 2026 · 7 storiesTariff price increases in tools, household goods, luxury pricing, TVs, footwear and apparel discounting
BTR Vol 1
April 2026 · 4 storiesOne year after tariffs: brand origin across US home categories
Get the full volumes
Clients receive every Between the Receipts story, including company-level findings, the queries behind them and the data. Start free, or talk to the founders about client access.