<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/e15ed263782f445da1392260556ed9da&quot; frameborder=&quot;0&quot; width=&quot;1662&quot; height=&quot;1246&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1246</height><width>1662</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1246</thumbnail_height><thumbnail_width>1662</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/e15ed263782f445da1392260556ed9da-acc0d9548c10eb3c.gif</thumbnail_url><duration>172.564</duration><title>Share of Wallet </title><description>This Loom explains how ShareWallet shows which brands take the most share of customer dollars from a cohort brand over time. Using Lululemon as the cohort, it compares competitor share by period and notes Athleta’s share fell from 16% in Q1 2022 to 9.3% today, while Lululemon’s share dropped from 73% to 60%. It also highlights how brands such as Aloe, Atlassian, and Viore have taken more. The Loom then reverses the view with a Chili’s example versus Chipotle, showing 20% of Chipotle customers’ dollars went to Chili’s in 2022, rising as leakage to 26% year over year after Chili’s focused on a 10.99 menu.</description></oembed>