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Mar 2017

TSG Mini-Report: Payments Vs. Sports - Perspective in Valuations

TSG has pulled together a comparison of public payments companies versus sports teams/organizations. 

Click here for the full illustration.

For example, Square was founded in 2009, went public in November 2015, and is already more valuable than the combined value of the top 50 NCAA men's basketball teams. MasterCard and Visa went from membership organizations to publicly traded companies in 2006 and 2007, respectively; since that time, their value has increased drastically taking them well past the value of the NFL, NBA, and MLB.

Dec 2016

Retail Holiday Spending Report Card

Household Appliance Stores, Lumber & Building Stores, and Automotive Tire Stores will be among the “winners” in December consumer spending, according to ETA's U.S. Retail Holiday Spending Report Card, powered by TSG. TSG used predictive modeling to relatively “grade” estimated credit/debit same store sales for the month of December, which established the winners.  The data leveraged is sourced from TSG’s data warehouse of over 3.5 million card-accepting merchants in the U.S. and the modeling utilized 57 consecutive months of spending by merchant type (MCC code). 

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Nov 2016

TSG Cyber Monday Big Data: Year-Over-Year (YOY) Holiday Growth

Using The Strawhecker Group's (TSG) data warehouse of over 3.5M merchants, TSG has prepared a illustration showing three years of YOY credit/debit sales growth for eCommerce only U.S. stores.

Click to see the full chart spanning from January 2014 to December 2016.

Nov 2016

Election Impact on the Payments Industry - TSG's Take

It's been a little more than 48 hours since the most surprising and tumultuous presidential election in memory.  With a Donald Trump win and the House and Senate staying in Republican hands, there are a lot of potential effects from these results. TSG has reviewed comments from many pundits as well as experts in the industry and compiled our thoughts on the elections impact on the payments industry. 

Read TSG's potential positives, negatives and unknowns.

Oct 2016

Money 20/20 Exclusive: The Merchant Perspective on EMV

Over the past month, The Strawhecker Group (TSG) surveyed U.S. small and medium-sized merchants on EMV. For the survey, TSG defined this as merchants with physical locations and less than $2.5 million in annual sales. Check out some of the results.

Stay tuned, TSG will be releasing more merchant insights in the coming weeks!

Oct 2016

TSG/ETA Release New Economic Indicators

The Electronic Transactions Association, in partnership with The Strawhecker Group, is pleased to release this Strategic Leadership Forum (SLF) special report on the U.S. economy, focused within the context of the electronic payments ecosystem. This report is a member benefit provided to the ETA's 500+ worldwide member companies.

Report Contents:

  • U.S. Macroeconomic Outlook
  • The Global Payments Opportunity
  • Performance of Public Payments Companies
  • Attrition & Growth Statistics
  • EMV - The Anniversary

Continue reading.

Please login and navigate to 'Member-Only Content' to download Economic Indicators.

Sep 2016

TSG Big Data: Average Life of Merchants in the U.S.

Q: What is the average life of a merchant by average ticket size?

A: TSG completed an analysis utilizing its merchant database of 3.5 million merchants to answer this question. Check it out here.

Assumptions & Definitions:

  • All metrics are Jun’16
  • Average Life of Attrited Merchants is the average number of months a merchant is active before attriting.
  • Data represented above is for merchants with $50K-$100K in annual $ volume.

Sep 2016

Now Available: Attractive Vertical Analysis (AVA)

This report, utilizing data from TSG's proprietary data warehouse of over 3.5M merchants, lists 282 merchant types and includes key metrics on each of them including volume statistics, profitability, and attrition. Using the Profitability and Attrition Metrics, a score is assigned to each merchant type. This is the "attractiveness" of the merchant.

Learn more.

Aug 2016

TSG Exclusive Interview with CardConnect's CEO, Jeff Shanahan

On July 29th, 2016, CardConnect announced the completed merger with Fintech Acquisition Corp. CardConnect is an innovative and growing payment technology company, providing payment solutions to more than 65,000 large enterprises and small to medium sized businesses. In 2015, CardConnect had $21 billion in annual processing volume with 256 million processed transactions. With the closing of the deal, CardConnect became a wholly-owned subsidiary of FinTech Acquisition Corp., and FinTech has been renamed CardConnect Corp. With that said, the CardConnect common stock started trading on August 1, 2016 on the NASDAQ under the symbol “CCN”.

Recently, several members of The Strawhecker Group (including TSG’s co-founder Kurt Strawhecker, Senior Associate Ray Sobczyk and Business Intelligence Manager Jared Drieling) sat down with CardConnect CEO Jeff Shanahan to understand how going public will impact CardConnect and what payment opportunities the company will put on its sights going forward. After all, one of the main reasons fast-growing companies go public is to fund further expansion.

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Jun 2016

Quick Take: What Does Brexit Mean for Payments?

Commentary by Mike Strawhecker & Jared Drieling

Now that the British public has voted to exit the European Union (EU), the UK will no longer be required to implement or follow any EU payments legislation which could clearly impact the payments environment. What will happen to the Single European Payments Area (SEPA)? Will the UK still follow the EU payment initiatives such as the Payment Service Directive (PSD2), interchange fee regulations (and the common interchange fee (MIF), money laundering rules or the Directive on Transparency and Comparability of Payment Account fees?

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Related: Brexit Vote Bashes U.S. Payments Companies; Long-Term Effects Unclear