Key Highlights:
+18% Increase in Loyalty Signups
23-30% Faster
Time-to-Profitability
Background
A rapidly expanding U.S. coffee chain with over 1,000 locations found itself facing a set of complex operational and financial blind spots. While their loyalty program was a standout success, capturing a significant portion of digital customers, it failed to reflect the full spectrum of spend behavior—particularly among high-frequency, high-value patrons who did not engage with the app. This data gap meant critical business decisions around growth, marketing, and investor reporting were being made on an incomplete view of the customer base.
Challenge
The stakes were high. As the company aggressively opened new locations across the U.S., the finance team faced mounting pressure to accelerate profitability while managing risk of store overlap and cannibalization. Without clear insight into local demand patterns or regional performance benchmarks, franchisees lacked the context they needed to understand market saturation and optimize their operating plans. Simultaneously, the marketing team’s over-reliance on loyalty data led to missed opportunities, with high-intent spenders overlooked by digital campaigns—contributing to inflated acquisition costs and lower return on spend.
Key Challenges:
- Many frequent buyers were not captured in the loyalty app, distorting visibility into core customer behavior
- Expansion strategy risked store cannibalization due to lack of real-world demand data
- Franchisees lacked localized performance benchmarks to guide operations and decision-making
- Digital ad campaigns missed high-intent, non-app users, reducing return on marketing spend
- Investor relations did not have visibility into data that investors were looking at for their competitors and customers
Solution
To address these gaps, the company partnered with Facteus to unlock full-funnel visibility through real-world transaction data. Facteus enabled the finance and analytics teams to track spend behavior from all customers, including those outside their app ecosystem—delivering a true accounting of repeat visits and customer share.
Facteus also introduced franchise benchmarking dashboards that compared performance across regional cohorts using real consumer spend data. This empowered the finance and ops teams to identify underperformance early, adjust strategies locally, and replicate successful patterns system-wide. For the marketing team, Facteus unlocked a new targeting strategy—enabling precise digital ad delivery to high-frequency customers previously untracked by the app, improving ROAS without increasing spend.
Perhaps most notably, Facteus provided investor-grade reporting that armed the finance team with credible third-party sales trends.
Key Solutions
- Tracked high-spend, non-loyalty visitors to prevent churn and uncover total market share
- Mapped spend patterns to guide new store placement and avoid cannibalization
- Benchmarked franchise cohorts using real-world spend data to inform local strategy
- Targeted ads to frequent visitors not in the loyalty app, increasing marketing efficiency
- Supplied investor-grade insights on repeat visits, share of wallet, and spend momentum
Results
The impact of Facteus’ solution was measurable across financial, operational, and investor-facing outcomes. By unlocking visibility into customer behavior beyond the loyalty app, the brand was able to improve marketing precision, optimize growth execution, and enhance investor transparency. These improvements translated into faster returns on new store investments, stronger franchise performance, and more timely reporting to key stakeholders—positioning the finance team as a more agile, data-driven partner to the business.
+18% Increase
In Loyalty Signups
20-30% Faster
Time-to-Profitability at New Stores
12% Uplift
In Underperforming Franchise Cohort Revenue
Impact Highlights
- +18% increase in loyalty signups from high-frequency non-members
- 20–30% faster time-to-profitability at new store locations
- 12% uplift in underperforming franchise cohort revenue
- Sub-24-hour investor reporting cycle following sales events