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1 10 13_facebook_fangrowth_retail 1 10 13_facebook_fangrowth_retail Document Transcript

  • Tiburon Research Group Research Note: Facebook Fan Stats – December 2012 December 31, 2012 BBY (Surprised?), HBI, & OMX Have Clearly De-Emphasized Facebook Fan Growth Social media is fast becoming the most effective approach to boost brand awareness, understand the customer, get feedback, as well as direct traffic to a company’s web site and/or stores. We like to track the Facebook activities and monthly fan base growth for the retailers and brands that we follow (and many others). See attached. It is worth noting that out of the 188 retail chains/brands covered in this survey, the following were the largest percentage gainers of ‘fans’ in terms of year-to-date growth through December 2012: Big 5 Sporting Goods (BGFV) Men’s Wearhouse (MW) Amazon (AMZN) Jos. A Clothiers (JOSB) DSW Shoes (DSW) 2,333.5% 863.7% 595.9% 571.4% 532.2% Naturally, some of the above retailers/brands have a small base. Therefore, let’s look at the largest percentage gainers of ‘fans’ in terms of year-to-date growth through December 2012 for brands with greater than 1.0 million ‘fans’ (excludes those in the Top 5 list above): Sunkist Soda (DPS) Nautica (VFC) Benetton (BNGPY.PK) Dick’s Sporting Goods (DKS) Fanta (KO) 481.3% 397.7% 361.2% 358.1% 313.7% Conversely, it is worth noting that out of the 188 retail chains/brands covered in this survey, the following were the lowest percentage gainers of ‘fans’ in terms of year-to-date growth through of December 2012: Playtex (HBI) Hanes (HBI) Casual Male (DXLG) Office Max (OMX) Victoria’s Secret Pink (LTD) Best Buy (BBY) Mountain Dew (PEP) Krispy Kreme Doughnuts (KKD) Ruby Tuesday (RT) Cache (CACH) 2.0% 4.7% 5.9% 9.6% 17.0% 18.0% 19.5% 20.5% 20.6% 20.9% Note: This research note is a publication of Tiburon Research Group, Inc. This report is intended solely for clients of TRG.
  • Tiburon Research Group Research Note: Facebook Fan Stats – December 2012 December 31, 2012 Out of the 188 retail chains/brands covered in this survey, the following were the largest percentage gainers of ‘fans’ in terms of growth in December 2012 versus the prior month: Marks and Spencer (MAKSY.PK) Columbia Sportswear (COLM) RadioShack (RSH) Jos. A. Bank Clothiers (JOSB) Lee Jeans (VFC) J Crew (ex-JCG) Family Dollar (FDO) Hibbett Sports (HIBB) Pier 1 Imports (PIR) Oakley (LUX) 26.5% 23.5% 22.7% 19.7% 17.5% 15.2% 15.0% 14.9% 14.8% 13.3% Out of the 188 retail chains/brands covered in this survey, the following were the lowest percentage gainers of ‘fans’ in terms of growth in December 2012 versus the prior month: Hanes (HBI) Playtex (HBI) Diet Coke (KO) 7UP (DPS) Ann Taylor LOFT (ANN) Papa John’s Pizza (PZZA) Talbots (TLB) Hot Topic (HOTT) Ruby Tuesday (RT) Jamba Juice (JMBA) +0.0% +0.1% +0.2% +0.3% +0.3% +0.3% +0.4% +0.4% +0.4% +0.4% Additional Notes: Coca Cola (KO) had the largest number of ‘fans’ at the end of December 2012 with 56.8 million followed by Starbucks (SBUX) at 33.3 million, McDonald’s (MCD) at 26.7 million, and Wal-Mart (WMT) at 26.3 million. Amazon (AMZN) amazingly increased their ‘fans’ in calendar 2012 from 2.2 million to 15.2 million. Note: This research note is a publication of Tiburon Research Group, Inc. This report is intended solely for clients of TRG.
  • TRG Facebook Fan Counts - 12.31.2012 (Sort by YTD % Change) # Fans # Fans # Fans Month Month YTD YTD Company 30-Dec-11 30-Nov-12 31-Dec-12 # Change % Change # Change % Change Macy's Macy's, Inc. [M] 3,834,778 9,290,414 10,083,961 793,547 8.5% 6,249,183 163.0% Marks and Spencer Marks and Spencer Group plc [MAKSY.PK] 525,458 919,088 1,162,691 243,603 26.5% 637,233 121.3% Sears Sears Holdings Corporation [SHLD] 1,186,292 2,122,934 2,197,349 74,415 3.5% 1,011,057 85.2% Kohl's Kohl's Corporation [KSS] 6,242,495 9,587,365 10,082,236 494,871 5.2% 3,839,741 61.5% Dillard's Dillard's, Inc. [DDS] 148,634 212,647 218,270 5,623 2.6% 69,636 46.9% Saks Fifth Avenue Saks Incorporated [SKS] 282,297 395,820 414,248 18,428 4.7% 131,951 46.7% J. C. Penney J. C. Penney Company, Inc. [JCP] 2,208,570 2,860,758 2,886,816 26,058 0.9% 678,246 30.7% Brand Department Stores: Discount Stores: Dollar Tree Dollar Tree, Inc. [DLTR] 148,587 612,363 639,384 27,021 4.4% 490,797 330.3% Target Target Corporation [TGT] 7,927,008 20,971,820 21,415,906 444,086 2.1% 13,488,898 170.2% Ross Stores Ross Stores, Inc. [ROST] 129,816 332,045 342,772 10,727 3.2% 212,956 164.0% Family Dollar Family Dollar Stores, Inc. [FDO] 509,223 1,153,709 1,326,244 172,535 15.0% 817,021 160.4% Wal-Mart Wal-Mart Stores, Inc. [WMT] 11,144,938 25,517,351 26,252,604 735,253 2.9% 15,107,666 135.6% Costco Costco Wholesale Corporation [COST] 388,877 768,589 830,214 61,625 8.0% 441,337 113.5% Dollar General Dollar General Corporation [DG] 1,097,561 1,733,462 1,848,773 115,311 6.7% 751,212 68.4% TJ Maxx The TJX Companies, Inc. [TJX] 724,696 1,116,004 1,144,693 28,689 2.6% 419,997 58.0% KMart Sears Holdings Corporation [SHLD] 724,244 1,119,264 1,130,434 11,170 1.0% 406,190 56.1% BJ's Wholesale Club BJ's Wholesale Club, Inc. [BJ] 80,037 112,278 114,427 2,149 1.9% 34,390 43.0% RadioShack RadioShack Corporation [RSH] 420,231 1,268,534 1,556,411 287,877 22.7% 1,136,180 270.4% hhgregg hhgregg, Inc. [HGG] 128,195 333,329 342,133 8,804 2.6% 213,938 166.9% GameStop GameStop Corp. [GME] 3,114,489 5,051,872 5,134,458 82,586 1.6% 2,019,969 64.9% Best Buy Best Buy Co., Inc. [BBY] 5,546,913 6,488,767 6,547,190 58,423 0.9% 1,000,277 18.0% Electronics: Just incredible fan growth at Dollar Tree (DLTR), Target (TGT), and Macy's (M) and in calendar 2012. Even Radio Shack (RSH) made a valient effort to engage customers in calendar 2012. That said, RSH proves that their is little correlation between Facebook fans and stock price performance. The fan growth of late at Kohl's (KSS) leaves a lot to be desired. JCP and BBY appear to have given up on social media.
  • TRG Facebook Fan Counts - 12.31.2012 (Sort by YTD % Change) # Fans Brand Company # Fans # Fans Month Month YTD YTD 30-Dec-11 30-Nov-12 31-Dec-12 # Change % Change # Change % Change 863.7% Specialty Apparel: Men's Wearhouse The Men's Wearhouse, Inc. [MW] 24,474 227,882 235,864 7,982 3.5% 211,390 Jos. A. Bank Clothiers Jos. A. Bank Clothiers, Inc. [JOSB] 12,950 72,632 86,944 14,312 19.7% 73,994 571.4% Chico's Chico's FAS, Inc. [CHS] 69,351 348,683 383,837 35,154 10.1% 314,486 453.5% Benetton Benetton Group S.p.A. [BNGPY.PK] 1,031,927 4,364,147 4,759,486 395,339 9.1% 3,727,559 361.2% Dress Barn The Dress Barn, Inc. [ASNA] 187,389 698,747 719,223 20,476 2.9% 531,834 283.8% Maurice's The Dress Barn, Inc. [ASNA] 225,023 739,335 794,552 55,217 7.5% 569,529 253.1% Justice The Dress Barn, Inc. [ASNA] Old Navy The Gap, Inc. [GPS] Ann Taylor Cato 171,089 449,761 466,999 17,238 3.8% 295,910 173.0% 2,750,749 6,080,341 6,342,049 261,708 4.3% 3,591,300 130.6% AnnTaylor Stores Corporation [ANN] 485,085 897,073 947,830 50,757 5.7% 462,745 95.4% The Cato Corporation [CATO] 86,241 151,093 158,538 7,445 4.9% 72,297 83.8% J. Crew J. Crew Group, Inc. [ex-JCG] 396,818 625,253 720,584 95,331 15.2% 323,766 81.6% Gilly Hicks Abercrombie & Fitch Co. [ANF] 196,613 333,461 342,803 9,342 2.8% 146,190 74.4% Gap The Gap, Inc. [GPS] 1,828,274 2,918,535 3,032,297 113,762 3.9% 1,204,023 65.9% Lululemon Athletica lululemon athletica inc. [LULU] 503,874 753,242 766,559 13,317 1.8% 262,685 52.1% H&M H&M 8,889,557 13,013,899 13,352,047 338,148 2.6% 4,462,490 50.2% Talbots The Talbots, Inc. [TLB] 167,113 243,832 244,841 1,009 0.4% 77,728 46.5% ZARA The Inditex Group 10,798,533 15,428,895 15,792,147 363,252 2.4% 4,993,614 46.2% Burberry Burberry Group plc [BBRYF.PK] 10,090,535 14,445,965 14,716,576 270,611 1.9% 4,626,041 45.8% Crazy 8 The Gymboree Corporation [ex-GYMB] 75,762 106,895 109,330 2,435 2.3% 33,568 44.3% Ann Taylor LOFT AnnTaylor Stores Corporation [ANN] 878,770 1,264,265 1,267,644 3,379 0.3% 388,874 44.3% Nordstrom Nordstrom, Inc. [JWN] 1,236,152 1,738,115 1,782,108 43,993 2.5% 545,956 44.2% Banana Republic The Gap, Inc. [GPS] 548,486 762,579 786,847 24,268 3.2% 238,361 43.5% Anthropologie Urban Outfitters, Inc. [URBN] 467,602 643,306 657,434 14,128 2.2% 189,832 40.6% Coldwater Creek Coldwater Creek, Inc. [CWTR] 209,816 277,017 279,694 2,677 1.0% 69,878 33.3% Gymboree The Gymboree Corporation [ex-GYMB] 295,588 381,183 385,814 4,631 1.2% 90,226 30.5% Janie and Jack The Gymboree Corporation [ex-GYMB] 67,018 85,077 86,454 1,377 1.6% 19,436 29.0% Victoria's Secret Limited Brands, Inc. [LTD] 16,342,009 20,426,234 20,935,631 509,397 2.5% 4,593,622 28.1% Children's Place The Children's Place Retail Stores, Inc. [PLCE] 1,116,811 1,362,392 1,374,603 12,211 0.9% 257,792 23.1% Cache Cache, Inc. [CACH] 49,881 59,337 60,287 950 1.6% 10,406 20.9% Victoria's Secret Pink Limited Brands, Inc. [LTD] 10,681,246 12,395,184 12,497,899 102,715 0.8% 1,816,653 17.0% Casual Male XL Casual Male Retail Group, Inc. [DXLG] 17,158 18,049 18,173 124 0.7% 1,015 5.9% Both Men's Wearhouse (MW) and Jos. A. Banks (JOSB) really embraced social media over the past year. CWTR, ex-GYMB, and PLCE, not so much. DXLG has yet to even attempt to engage their customers via social media.
  • TRG Facebook Fan Counts - 12.31.2012 (Sort by YTD % Change) # Fans # Fans # Fans Month Month YTD YTD Company 30-Dec-11 30-Nov-12 31-Dec-12 # Change % Change # Change % Change GUESS Guess?, Inc. [GES] 1,540,273 3,765,529 4,048,546 283,017 7.5% 2,508,273 162.8% Zumiez Zumiez Inc. [ZUMZ] 602,232 1,381,296 1,463,307 82,011 5.9% 861,075 143.0% Urban Outfitters USA Urban Outfitters, Inc. [URBN] 88.4% Express Express, Inc. [EXPR] Aerie by American Eagle American Eagle Outfitters, Inc. [AEO] Brand Teen Specialty Apparel: 874,207 1,571,129 1,647,418 76,289 4.9% 773,211 1,707,547 2,985,588 3,073,058 87,470 2.9% 1,365,511 80.0% 748,074 1,216,995 1,237,425 20,430 1.7% 489,351 65.4% 62.9% PacSun Pacific Sunwear of California, Inc. [PSUN] 1,364,749 2,145,979 2,222,606 76,627 3.6% 857,857 bebe bebe stores, inc. [BEBE] 1,929,461 3,033,572 3,088,176 54,604 1.8% 1,158,715 60.1% Aeropostale Aeropostale, Inc. [ARO] 5,483,475 8,379,348 8,516,604 137,256 1.6% 3,033,129 55.3% Hollister Abercrombie & Fitch Co. [ANF] 6,408,429 9,778,939 9,947,271 168,332 1.7% 3,538,842 55.2% Forever 21 Forever 21 5,374,806 7,655,113 7,741,289 86,176 1.1% 2,366,483 44.0% Buckle The Buckle, Inc. [BKE] American Eagle American Eagle Outfitters, Inc. [AEO] 233,408 323,720 329,568 5,848 1.8% 96,160 41.2% 5,754,029 7,287,356 7,878,179 590,823 8.1% 2,124,150 36.9% Urban Outfitters EUROPE New York & Co. Urban Outfitters, Inc. [URBN] 344,571 464,370 467,058 2,688 0.6% 122,487 35.5% New York & Company, Inc. [NWY] 568,356 751,325 769,367 18,042 2.4% 201,011 Abercrombie & Fitch Abercrombie & Fitch Co. [ANF] 35.4% 5,791,744 7,268,590 7,349,619 81,029 1.1% 1,557,875 26.9% Hot Topic Hot Topic, Inc. [HOTT] 3,760,397 4,736,793 4,757,229 20,436 0.4% 996,832 26.5% Wet Seal The Wet Seal, Inc. [WTSLA] 1,764,547 2,211,181 2,223,128 11,947 0.5% 458,581 26.0% Apparel Wholesale: Nautica V.F. Corporation [VFC] 545,440 2,482,089 2,714,817 232,728 9.4% 2,169,377 397.7% Lee Jeans V.F. Corporation [VFC] 174,777 520,153 611,309 91,156 17.5% 436,532 249.8% Columbia Sportswear Columbia Sportswear Company [COLM] 148,755 260,715 321,859 61,144 23.5% 173,104 116.4% Wrangler V.F. Corporation [VFC] 86,901 173,240 185,820 12,580 7.3% 98,919 113.8% American Apparel American Apparel, Inc. [APP] 638,369 1,299,876 1,338,661 38,785 3.0% 700,292 109.7% 1,496,519 3,004,011 3,085,550 81,539 2.7% 1,589,031 106.2% 554,179 909,434 949,754 40,320 4.4% 395,575 71.4% 1,398,927 2,038,040 2,065,113 27,073 1.3% 666,186 47.6% 45.7% The North Face V.F. Corporation [VFC] True Religion Brand Jeans True Religion Apparel, Inc. [TRLG] Juicy Couture Liz Claiborne, Inc. [LIZ] Rugby Ralph Lauren Polo Ralph Lauren Corporation [RL] 144,511 207,580 210,579 2,999 1.4% 66,068 Ralph Lauren Polo Ralph Lauren Corporation [RL] 4,188,092 5,793,514 6,054,049 260,535 4.5% 1,865,957 44.6% Champion Hanesbrands Inc. [HBI] 610,866 737,794 748,191 10,397 1.4% 137,325 22.5% Lucy Activewear V.F. Corporation [VFC] 28,253 34,067 34,492 425 1.2% 6,239 22.1% Hanes Hanesbrands Inc. [HBI] 2,432,055 2,544,919 2,545,768 849 0.0% 113,713 4.7% Playtex Hanesbrands Inc. [HBI] 261,122 266,263 266,441 178 0.1% 5,319 2.0% How Pacific Sunwear and Wet Seal have more 'fans' than Urban Outfitters (both US and Europe combined) boggles our mind. The Facebook fan count at Lucy (VFC) is a joke.
  • TRG Facebook Fan Counts - 12.31.2012 (Sort by YTD % Change) # Fans Brand Company # Fans # Fans Month Month YTD YTD 30-Dec-11 30-Nov-12 31-Dec-12 # Change % Change # Change % Change 190.8% Home Furnishings: West Elm Williams-Sonoma, Inc. [WSM] 56,360 157,062 163,921 6,859 4.4% 107,561 Pier 1 Imports Pier 1 Imports, Inc. [PIR] 328,901 767,137 880,564 113,427 14.8% 551,663 167.7% Bed Bath & Beyond Bed Bath & Beyond Inc. [BBBY] 360,557 869,688 900,784 31,096 3.6% 540,227 149.8% Kirkland's Kirkland's, Inc. [KIRK] 320,075 602,697 613,864 11,167 1.9% 293,789 91.8% Cost Plus Cost Plus, Inc. [CPWM] 399,241 608,447 629,810 21,363 3.5% 230,569 57.8% Pottery Barn Teen Williams-Sonoma, Inc. [WSM] 209,412 290,711 306,183 15,472 5.3% 96,771 46.2% Pottery Barn Kids Williams-Sonoma, Inc. [WSM] 298,995 425,461 434,664 9,203 2.2% 135,669 45.4% Pottery Barn Williams-Sonoma, Inc. [WSM] 766,659 1,048,682 1,068,374 19,692 1.9% 301,715 39.4% Williams-Sonoma Williams-Sonoma, Inc. [WSM] 287,566 377,469 387,553 10,084 2.7% 99,987 34.8% Restoration Hardware Restoration Hardware [ex-RSTO] 0 0 0 Home Improvement: Lowe's Lowe's Companies, Inc. [LOW] 786,003 1,979,262 2,063,621 84,359 4.3% 1,277,618 162.5% Home Depot The Home Depot, Inc. [HD] 505,286 842,700 865,798 23,098 2.7% 360,512 71.3% 2333.5% Sporting Goods: Big 5 Sporting Goods Big 5 Sporting Goods Corporation [BGFV] 20,018 463,475 487,129 23,654 5.1% 467,111 Dick's Sporting Goods Dick's Sporting Goods, Inc. [DKS] 364,495 1,585,025 1,669,820 84,795 5.3% 1,305,325 358.1% Hibbett Sports Hibbett Sports, Inc. [HIBB] 69,082 187,720 215,682 27,962 14.9% 146,600 212.2% Sport Chalet Sport Chalet, Inc. [SPCHA] 5,991 11,514 12,025 511 4.4% 6,034 100.7% Big Five Sporting Goods (BGFV) really stepped it up in calendar 2012. Pier 1 (PIR) has clearly embraced social media over the past few months. What happened at WSM? WSM's overall Facebook fan growth has stalled (ex-West Elm).
  • TRG Facebook Fan Counts - 12.31.2012 (Sort by YTD % Change) # Fans Brand Company # Fans # Fans Month Month YTD YTD 30-Dec-11 30-Nov-12 31-Dec-12 # Change % Change # Change % Change 112.6% Footwear/Accessories: Steven Madden Steven Madden, Ltd. [SHOO] 312,912 646,365 665,140 18,775 2.9% 352,228 Ecko Iconix Brand Group, Inc. [ICON] 298,446 599,174 634,053 34,879 5.8% 335,607 112.5% Nike NIKE, Inc. [NKE] 5,559,553 11,353,753 11,715,214 361,461 3.2% 6,155,661 110.7% 97.7% UGG Australia Deckers Outdoor Corporation [DECK] 980,438 1,881,293 1,938,572 57,279 3.0% 958,134 Timberland The Timberland Company [TBL] 558,064 971,222 1,036,966 65,744 6.8% 478,902 85.8% Skechers Skechers U.S.A., Inc. [SKX] 409,281 665,420 673,474 8,054 1.2% 264,193 64.6% 55.0% Volcom Volcom, Inc. [VLCM] 1,553,007 2,373,693 2,407,375 33,682 1.4% 854,368 Coach Coach, Inc. [COH] 2,610,091 3,888,146 3,983,334 95,188 2.4% 1,373,243 52.6% Crocs Crocs, Inc. [CROX] 427,624 603,505 617,648 14,143 2.3% 190,024 44.4% Ed Hardy Iconix Brand Group, Inc. [ICON] 1,406,698 1,736,828 1,751,278 14,450 0.8% 344,580 24.5% Specialty Footwear: DSW Shoes DSW Inc. [DSW] Foot Locker Foot Locker, Inc. [FL] 244,115 1,452,017 1,543,348 91,331 6.3% 1,299,233 532.2% 1,883,427 4,001,227 4,373,171 371,944 9.3% 2,489,744 The Finish Line 132.2% The Finish Line, Inc. [FINL] 816,476 1,423,386 1,436,992 13,606 1.0% 620,516 Payless 76.0% Collective Brands, Inc. [PSS] 407,025 678,276 694,945 16,669 2.5% 287,920 70.7% Oakley Luxottica Group S.p.A. [LUX] 618,354 1,383,684 1,568,338 184,654 13.3% 949,984 153.6% PetSmart PetSmart, Inc. [PETM] 670,260 1,521,333 1,538,621 17,288 1.1% 868,361 129.6% Tiffany's Tiffany & Co. [TIF] 1,637,146 3,214,941 3,514,818 299,877 9.3% 1,877,672 114.7% Ray-Ban Luxottica Group S.p.A. [LUX] 2,414,763 5,055,760 5,150,502 94,742 1.9% 2,735,739 113.3% Bath & Body Works Limited Brands, Inc. [LTD] 2,651,388 5,223,881 5,327,441 103,560 2.0% 2,676,053 100.9% Staples Staples, Inc. [SPLS] 310,860 575,504 619,806 44,302 7.7% 308,946 99.4% Zales Zale Corporation [ZLC] 438,069 792,935 811,252 18,317 2.3% 373,183 85.2% Office Depot Office Depot, Inc. [ODP] 202,681 323,255 335,771 12,516 3.9% 133,090 65.7% Build-A-Bear Build-A-Bear Workshop, Inc. [BBW] 1,687,117 2,352,886 2,374,075 21,189 0.9% 686,958 40.7% Barnes & Noble Barnes & Noble, Inc. [BKS] 1,090,583 1,491,945 1,508,086 16,141 1.1% 417,503 38.3% OfficeMax OfficeMax Incorporated [OMX] 309,233 337,060 338,782 1,722 0.5% 29,549 9.6% Specialty Retail/Other: Catalog/Internet: Amazon Amazon.com, Inc. [AMZN] 2,189,409 14,603,478 15,236,624 633,146 4.3% 13,047,215 595.9% eBay eBay Inc. [EBAY] 1,550,616 4,571,069 4,702,746 131,677 2.9% 3,152,130 203.3% 105.1% 1-800-FLOWERS 1-800-FLOWERS.COM, Inc. [FLWS] Netflix Netflix, Inc. [NFLX] Overstock Overstock.com, Inc. [OSTK] 291,558 570,952 597,997 27,045 4.7% 306,439 2,159,931 3,594,466 3,666,233 71,767 2.0% 1,506,302 69.7% 102,951 145,332 150,022 4,690 3.2% 47,071 45.7%
  • TRG Facebook Fan Counts - 12.31.2012 (Sort by YTD % Change) # Fans Brand Company # Fans # Fans Month Month YTD YTD 30-Dec-11 30-Nov-12 31-Dec-12 # Change % Change # Change % Change 146.8% Personal Products: Huggies Kimberly-Clark Corporation [KMB] Cover Girl The Procter & Gamble Company [PG] Avon Avon Products Inc. [AVP] 343,183 813,542 846,821 33,279 4.1% 503,638 1,635,882 2,837,175 3,052,392 215,217 7.6% 1,416,510 86.6% 507,615 844,467 883,319 38,852 4.6% 375,704 74.0% Revlon Revlon, Inc. [REV] 397,306 634,613 651,743 17,130 2.7% 254,437 64.0% Gillette The Procter & Gamble Company [PG] 991,459 1,387,592 1,404,342 16,750 1.2% 412,883 41.6% Drug Stores: Rite Aid Rite Aid Corporation [RAD] Walgreen's Walgreen Co. [WAG] 276,621 480,067 510,312 30,245 6.3% 233,691 84.5% 1,384,932 2,210,959 2,234,678 23,719 1.1% 849,746 61.4% CVS Pharmacy CVS Caremark Corporation [CVS] 806,341 1,129,220 1,141,145 11,925 1.1% 334,804 41.5% Safeway Safeway Inc. [SWY] 324,656 760,265 853,182 92,917 12.2% 528,526 162.8% Kroger The Kroger Co. [KR] 175,908 352,386 362,676 10,290 2.9% 186,768 106.2% Whole Foods Whole Foods Market, Inc. [WFMI] 765,766 1,132,839 1,147,034 14,195 1.3% 381,268 49.8% 481.3% Grocery: Beverages - Soft Drinks: Sunkist Soda Dr Pepper Snapple Group, Inc. [DPS] Fanta The Coca-Cola Company [KO] 7UP Dr Pepper Snapple Group, Inc. [DPS] 411,383 2,294,819 2,391,470 96,651 4.2% 1,980,087 1,518,699 5,689,279 6,282,801 593,522 10.4% 4,764,102 313.7% 571,441 1,707,653 1,712,921 5,268 0.3% 1,141,480 199.8% Snapple Dr Pepper Snapple Group, Inc. [DPS] 724,975 1,949,185 1,968,559 19,374 1.0% 1,243,584 171.5% Sprite The Coca-Cola Company [KO] 5,147,905 11,288,633 11,553,069 264,436 2.3% 6,405,164 124.4% Monster Energy Hansen Natural Corporation [HANS] 12,858,344 20,039,978 20,583,972 543,994 2.7% 7,725,628 60.1% Coca-Cola The Coca-Cola Company [KO] 36,566,200 55,640,779 56,825,230 1,184,451 2.1% 20,259,030 55.4% Diet Coke The Coca-Cola Company [KO] 1,389,229 1,951,104 1,955,623 4,519 0.2% 566,394 40.8% Pepsi PepsiCo, Inc. [PEP] 6,886,588 9,179,007 9,281,484 102,477 1.1% 2,394,896 34.8% Schweppes Dr Pepper Snapple Group, Inc. [DPS] 123,907 164,661 166,689 2,028 1.2% 42,782 34.5% Dr Pepper Dr Pepper Snapple Group, Inc. [DPS] 10,921,260 13,270,499 13,654,655 384,156 2.9% 2,733,395 25.0% Mountain Dew PepsiCo, Inc. [PEP] 6,308,567 7,454,994 7,535,872 80,878 1.1% 1,227,305 19.5% Wow! Coca-Cola (KO) more than doubled their already large fan population in calendar 2012.
  • TRG Facebook Fan Counts - 12.31.2012 (Sort by YTD % Change) # Fans Brand Company # Fans # Fans Month Month YTD YTD 30-Dec-11 30-Nov-12 31-Dec-12 # Change % Change # Change % Change Restaurants: Sonic Drive-In Sonic Corp. [SONC] 777,301 2,150,176 2,314,962 164,786 7.7% 1,537,661 197.8% Red Lobster Darden Restaurants, Inc. [DRI] 878,958 2,467,741 2,505,518 37,777 1.5% 1,626,560 185.1% Arby's Wendy's/Arby's Group, Inc. [WEN] 722,175 1,784,055 1,971,697 187,642 10.5% 1,249,522 173.0% Peet's Coffee & Tea Peet's Coffee & Tea, Inc. [PEET] 85,313 196,707 219,054 22,347 11.4% 133,741 156.8% Burger King Burger King Holdings Inc. [BKW] 2,393,014 5,848,751 5,945,072 96,321 1.6% 3,552,058 148.4% The Cheesecake Factory The Cheesecake Factory, Inc. [CAKE] 1,322,489 3,128,925 3,282,788 153,863 4.9% 1,960,299 148.2% LongHorn Steakhouse Darden Restaurants, Inc. [DRI] 215,390 465,276 519,189 53,913 11.6% 303,799 141.0% Chili's Brinker International, Inc. [EAT] 1,322,402 2,893,508 2,950,823 57,315 2.0% 1,628,421 123.1% McDonald's McDonald's Corporation [MCD] 12,198,743 25,969,384 26,668,691 699,307 2.7% 14,469,948 118.6% Pizza Hut YUM! Brands, Inc. [YUM] 4,960,091 9,275,010 9,794,077 519,067 5.6% 4,833,986 97.5% Olive Garden Darden Restaurants, Inc. [DRI] 1,906,421 3,525,105 3,607,100 81,995 2.3% 1,700,679 89.2% BJ's Restaurant & Brewery BJ's Restaurants, Inc. [BJRI] 253,292 451,713 469,191 17,478 3.9% 215,899 85.2% California Pizza Kitchen California Pizza Kitchen, Inc. [CPKI] 192,987 347,243 354,923 7,680 2.2% 161,936 83.9% Domino's Pizza Domino's Pizza, Inc. [DPZ] Panera Bread Panera Bread Company [PNRA] 4,334,545 7,597,975 7,847,603 249,628 3.3% 3,513,058 81.0% 800,466 1,344,809 1,443,110 98,301 7.3% 642,644 80.3% 72.1% Bahama Breeze Darden Restaurants, Inc. [DRI] 47,642 80,960 81,976 1,016 1.3% 34,334 Wendy's Wendy's/Arby's Group, Inc. [WEN] 1,637,874 2,743,411 2,809,853 66,442 2.4% 1,171,979 71.6% KFC YUM! Brands, Inc. [YUM] 3,502,129 5,491,919 5,874,308 382,389 7.0% 2,372,179 67.7% Buffalo Wild Wings Buffalo Wild Wings, Inc. [BWLD] 5,977,539 9,581,610 9,849,779 268,169 2.8% 3,872,240 64.8% Seasons 52 Darden Restaurants, Inc. [DRI] 51,945 82,991 83,637 646 0.8% 31,692 61.0% P.F. Chang's China Bistro P.F. Chang's China Bistro, Inc. [ex-PFCB] 428,560 666,288 669,625 3,337 0.5% 241,065 56.3% T.G.I. Friday's T.G.I. Friday's 774,493 1,174,521 1,184,825 10,304 0.9% 410,332 53.0% Jack in the Box Jack in the Box Inc. [JACK] 487,533 710,373 725,724 15,351 2.2% 238,191 48.9% The Capital Grille Darden Restaurants, Inc. [DRI] 50,111 70,394 73,969 3,575 5.1% 23,858 47.6% Maggiano's Little Italy Brinker International, Inc. [EAT] 99,890 144,046 146,648 2,602 1.8% 46,758 46.8% Morton's Steakhouse Morton's Restaurant Group, Inc. [MRT] 24,114 33,232 34,084 852 2.6% 9,970 41.3% Carl's Jr. ex-CKE Restaurants [ex-CKR] 858,371 1,150,802 1,161,334 10,532 0.9% 302,963 35.3% Jamba Juice Jamba, Inc. [JMBA] 1,154,183 1,528,484 1,534,980 6,496 0.4% 380,797 33.0% Papa John's Pizza Papa John's International, Inc. [PZZA] 1,995,681 2,644,706 2,652,804 8,098 0.3% 657,123 32.9% Chipotle Chipotle Mexican Grill, Inc. [CMG] 1,544,829 1,976,789 1,991,876 15,087 0.8% 447,047 28.9% Starbucks Starbucks Corporation [SBUX] 26,553,714 32,919,587 33,291,368 371,781 1.1% 6,737,654 25.4% Taco Bell YUM! Brands, Inc. [YUM] 7,661,983 9,468,643 9,541,976 73,333 0.8% 1,879,993 24.5% Pei Wei Asian Diner P.F. Chang's China Bistro, Inc. [ex-PFCB] 120,195 146,381 148,099 1,718 1.2% 27,904 23.2% Ruby Tuesday Ruby Tuesday, Inc. [RT] Krispy Kreme Doughnuts Krispy Kreme Doughnuts, Inc. [KKD] 744,941 895,325 898,565 3,240 0.4% 153,624 20.6% 3,800,745 4,469,953 4,580,770 110,817 2.5% 780,025 20.5%