Analysis Report Three - Privacy and Customer Profiling

Author

Jessica Garcia

Executive Summary

Organizations increasingly rely on customer data to personalize products, improve marketing, and create new sources of revenue. The readings show that customer profiling can improve customer experiences and organizational performance, but it also raises concerns surrounding privacy, transparency, consent, and trust (morey2015?; gabel2024?). Companies that collect extensive customer information without clearly communicating how it will be used risk damaging customer relationships and losing long term access to valuable data.

Organizations are finding new ways to use and monetize customer information. Retailers are becoming advertising platforms by using first party purchase data to deliver targeted promotions and advertisements. At the same time, AI companies are developing personalized digital assistants that learn users preferences, values, and behaviors. Both developments depend on the creation of increasingly detailed customer profile.

The Northwind customer analysis demonstrates how routine transaction data can reveal a customers category preferences, spending patterns, and purchasing activity over time. Organizations should therefore treat customer profiling as a responsibility rather than simply a technical opportunity. Businesses should clearly explain their data practices, provide customers with meaningful control, limit profiling to legitimate purposes, and deliver recognizable value in exchange for personal information.

Introduction

Customer data has become an important strategic resource because it allows organizations to understand customer preferences, predict behavior, personalize services, and improve business decisions. Companies collect this information through websites, applications, connected products, loyalty programs, purchase histories, and other customer interactions. When these individual pieces of information are combined, organizations can create detailed profiles that predict what customers may want or do in the future.

Morey, Forbath, and Schoop divide customer information into three categories: self-reported data, digital exhaust, and profiling data (morey2015?). Self reported data includes information that customers intentionally provide, such as an email address or demographic information. Digital exhaust is created through normal technology use and may include browsing history, location, or communication activity. Profiling data is produced when organizations combine and analyze information to make predictions about a person’s interests and behaviors.

The reading argues that profiling data is especially valuable and sensitive because it includes conclusions that organizations create about customers rather than information customers directly provide. Although consumers are generally aware that companies collect information, they often do not understand the exact types of information being captured. The article reports that consumers are concerned about misuse even when they are poorly informed about their complete data footprints.

The authors argue that companies should not approach customer data though secrecy or minimal regulatory compliance (morey2015?). Organizations should instead build transparency, control, and value into their data strategies. Customers are more willing to provide information when they understand how it is used, receive a clear benefit, and trust the organization to protect it. Trust therefore becomes a competitive advantage because trusted businesses may receive greater and more sustained access to customer data.

Privacy vs Profiling

Customer profiling creates a conflict between organizational value and individual privacy. Businesses benefit from understanding customer behavior because profiles can improve recommendations, promotions, product design, and advertising. Customers may also benefit when personalization saves time, reduces costs, or improves their experience. However, profiling becomes more concerning when customers do not understand that it is occurring or when organizations use information in ways that primarily benefit the company.

The transparency and trust reading explains that customers place different values on different types of data. Customers generally place less value on basic information that they intentionally provide and greater value on digital exhaust and profiles generated through analytics (morey2015?). Customer expectations also depend on how organizations use the data. People may accept data collection when it directly improves a product or service, but they expect more value when their information is used for targeted advertising and the greatest value when information is sold to third parties.

Disney’s MagicBand system demonstrates a relatively transparent exchange. Disney collects extensive information about visitors’ movements and purchases, but the system also provides customers with benefits such as park access, hotel entry, reservations, and simplified purchases. Disney explains the system’s data practices during registration, allowing customers to better understand the exchange. Pandora similarly collects stated preferences and listening behavior to personalize music selections. In both cases, profiling supports an identifiable service benefit (morey2015?).

Other examples show the consequences of profiling without sufficient transparency. Target caused public concern after its analysis of shopping behavior allowed it to identify customers who were likely to be pregnant, sometimes before those customers had shared that information with others. The concern was not simply that Target possessed purchase information. The company used ordinary purchases to infer sensitive personal information that customers had not knowingly provided (morey2015?).

The growth of retail media further expands the use of profiling. Retailers such as Amazon, Walmart, Target, and other companies use first-party transaction data to deliver sponsored search results, digital coupons, and advertisements (gabel2024?). Retailers may understand purchasing behavior more accurately than outside advertising platforms because they can observe actual transactions. This creates a major business opportunity, but it also makes customer purchase histories increasingly valuable for purposes beyond completing a sale.

Retail media also introduces transparency challenges because retailers may both execute advertising campaigns and report their performance (gabel2024?). Advertisers may not be able to independently observe the impressions purchased, the retailer’s margins, or the attribution methods used to connect advertisements with sales. The reading argues that retail media platforms need transparent measurement and experimentation capabilities so organizations can credibly demonstrate the effectiveness of their advertising activity.

Recent research from the Federal Trade Commission demonstrates that the conflict between personalization and privacy continues to affect major digital platforms. In their 2024 examination of social media and video streaming companies, the FTC found that many platforms collected and retained extensive amounts of user information in order to support targeted advertising and other revenue generating activities. The report concluded that these businesses incentives were frequently in tension with user privacy and recommended stronger data minimization, retention, transparency, and consumer control practices. this supports the arguments from the other readings that organizations should not collect information simply because it may become valuable later. Customer profiling should instead be limited to clearly defines purposes that customers understand and reasonably expect (book?).

The article about personalized AI companions presents another form of profiling. Companies want conversational AI systems to learn users’ personalities, preferences, values, and communication styles so interactions feel more personal. These systems may provide companionship and emotional support, but personalization also requires continuous collection and interpretation of user behavior. An AI designed to reflect a specific worldview may reinforce a user’s existing beliefs rather than expose the person to balanced information. This creates the risk of highly personalized echo chambers.

The article concerning corporate “trust words” provides an additional warning. Companies that repeatedly use words such as ethical, integrity, and responsibility do not automatically become trustworthy. The research described in the article found that the use of these terms was associated with several negative outcomes, although the study did not establish causation. The implication is that organizations cannot replace transparent behavior with reassuring language. Trust must be supported through actual policies, controls, and accountable decisions.

Together, the readings suggest that customer profiling is not automatically harmful. The ethical and strategic concern depends on what data is collected, what is inferred, how the profile is used, whether the customer understands the process, and whether the exchange creates fair value. Profiling can strengthen customer relationships when it produces useful services and respects customer choices. It can damage those relationships when it is hidden, intrusive, manipulative, or primarily designed to extract value from customers.

Profiling Example

To demonstrate how transaction data can produce a customer profile, this section examines Hanari Carnes, customer ID ‘HANAR’. Northwind does not contain the same sensetive personal information collected by modern digital platforms. Its transaction records can still reveal purchasing preferences, spending levels, order frequency, category interests, and changing behavior over time.

Customer Background

Query identifies customer and provides basic account information.

customer_info <- dbGetQuery(
  mydb,
  '
  SELECT
    CustomerID,
    CompanyName,
    City,
    Country
FROM Customers
WHERE CustomerID = "HANAR"
'
)

customer_info
  CustomerID   CompanyName           City Country
1      HANAR Hanari Carnes Rio de Janeiro  Brazil

This query confirms that ‘HANAR’ represents Hanari Carnes, located in Rio de Janeiro, Brazil. This information provides the basic context for analyzing the customers transactions.

Visual One: Spending by Product Category

The first analysis identifies the product categories that generate the most revenue from Hanari Carnes. Query joins ‘Orders’, ‘Order Details’, ‘Products’, and ‘Categories’ tables. It then uses ‘GROUP BY’ to organize the transactions by category.

category_profile <- dbGetQuery(
  mydb,
  '
  SELECT
    c.CategoryName,
    COUNT(*) AS purchase_lines,
    SUM(od.Quantity) AS total_units,
    ROUND(
      SUM(od.UnitPrice * od.Quantity * (1 - od.Discount)),
      2
    ) AS total_revenue,
    ROUND(
      AVG(od.Discount) * 100,
      2
    ) AS avg_discount_percent
FROM Orders AS o
INNER JOIN "Order Details" AS od
    ON o.OrderID = od.OrderID
INNER JOIN Products AS p
    ON od.ProductID = p.ProductID
INNER JOIN Categories AS c
    ON p.CategoryID = c.CategoryID
WHERE o.CustomerID = "HANAR"
GROUP BY c.CategoryName
HAVING
    SUM(od.UnitPrice * od.Quantity * (1 - od.Discount)) > 0
ORDER BY total_revenue DESC;
'
)

category_profile
    CategoryName purchase_lines total_units total_revenue avg_discount_percent
1      Beverages            979       24462      977299.9                 0.04
2    Confections           1073       27473      699676.5                 0.00
3   Meat/Poultry            502       12949      657680.6                 0.00
4 Dairy Products            809       20922      594148.5                 0.04
5     Condiments            970       24945      573695.6                 0.07
6        Seafood            957       24882      510611.7                 0.02
7        Produce            415       10689      347259.2                 0.04
8 Grains/Cereals            555       13884      277496.7                 0.07
ggplot(
  data = category_profile,
  mapping = aes(
    x = reorder(CategoryName, total_revenue),
    y = total_revenue
  )
) +
  geom_col(fill = "pink") +
  coord_flip() +
  scale_y_continuous(
    labels = scales::label_dollar()
  ) +
  labs(
    title = "Hanari Carnes Spending by Product Category",
    subtitle = "Revenue includes quantity, unit price, and order-line discounts",
    x = "Product Category",
    y = "Total Revenue"
  ) +
  theme_minimal()

Hanari Carnes total discounted revenue by product category.

Visualization Two: Purchasing Patterns Over Time

Evaluates when Hanari Carnes purchases products and which categories contribute to spending during each period. The query groups purchases by year, quarter, and product category.

quarterly_category_profile <- dbGetQuery(
  mydb,
  '
  SELECT
    strftime("%Y", o.OrderDate) AS order_year,
    CASE
      WHEN CAST(strftime("%m", o.OrderDate) AS INTEGER)
        BETWEEN 1 AND 3 THEN "Q1"
      WHEN CAST(strftime("%m", o.OrderDate) AS INTEGER)
        BETWEEN 4 AND 6 THEN "Q2"
      WHEN CAST(strftime("%m", o.OrderDate) AS INTEGER)
        BETWEEN 7 AND 9 THEN "Q3"
      ELSE "Q4"
    END AS order_quarter,
    c.CategoryName,
    SUM(od.Quantity) AS total_units,
    ROUND(
      SUM(od.UnitPrice * od.Quantity * (1 - od.Discount)),
      2
    ) AS total_revenue
  FROM Orders AS o
  INNER JOIN "Order Details" AS od
    ON o.OrderID = od.OrderID
  INNER JOIN Products AS p
    ON od.ProductID = p.ProductID
  INNER JOIN Categories AS c
    ON p.CategoryID = c.CategoryID
  WHERE o.CustomerID = "HANAR"
  GROUP BY
    order_year,
    order_quarter,
    c.CategoryName
  HAVING
    SUM(od.UnitPrice * od.Quantity * (1 - od.Discount)) > 0
  ORDER BY
    order_year,
    order_quarter,
    total_revenue DESC
  '
)

quarterly_category_profile
    order_year order_quarter   CategoryName total_units total_revenue
1         2012            Q3      Beverages        1065      47636.00
2         2012            Q3    Confections        1144      34483.75
3         2012            Q3 Dairy Products        1006      27186.70
4         2012            Q3     Condiments        1039      23875.20
5         2012            Q3   Meat/Poultry         437      23080.81
6         2012            Q3        Seafood         831      14390.17
7         2012            Q3        Produce         426      12058.70
8         2012            Q3 Grains/Cereals         487       8377.00
9         2012            Q4      Beverages         424      18961.75
10        2012            Q4 Dairy Products         443      13017.60
11        2012            Q4   Meat/Poultry         238      12053.90
12        2012            Q4     Condiments         489      11089.95
13        2012            Q4        Seafood         513      10518.94
14        2012            Q4    Confections         454       9221.47
15        2012            Q4        Produce         152       5249.05
16        2012            Q4 Grains/Cereals         176       2803.50
17        2013            Q1     Condiments         241       5489.50
18        2013            Q1        Produce         155       4298.70
19        2013            Q1        Seafood         174       3293.00
20        2013            Q1   Meat/Poultry          63       1812.60
21        2013            Q1 Dairy Products          68       1459.00
22        2013            Q1    Confections          96       1299.30
23        2013            Q1      Beverages          97       1260.00
24        2013            Q1 Grains/Cereals          64        935.50
25        2013            Q2      Beverages         194      12492.50
26        2013            Q2    Confections         267       6866.36
27        2013            Q2     Condiments         232       5320.30
28        2013            Q2 Dairy Products         162       5120.70
29        2013            Q2   Meat/Poultry          86       4523.98
30        2013            Q2        Produce          89       3859.85
31        2013            Q2        Seafood         209       3339.41
32        2013            Q2 Grains/Cereals          78       1281.00
33        2013            Q4      Beverages         497      34869.00
34        2013            Q4   Meat/Poultry         332      19303.46
35        2013            Q4 Dairy Products         571      17243.40
36        2013            Q4    Confections         582      14632.59
37        2013            Q4     Condiments         609      14406.90
38        2013            Q4        Seafood         564      13882.34
39        2013            Q4        Produce         218       7883.40
40        2013            Q4 Grains/Cereals         279       5605.50
41        2014            Q1   Meat/Poultry         319      16445.35
42        2014            Q1      Beverages         421      16391.25
43        2014            Q1     Condiments         526      13236.85
44        2014            Q1        Seafood         522      10539.19
45        2014            Q1    Confections         582       9707.48
46        2014            Q1 Dairy Products         344       8942.20
47        2014            Q1        Produce         253       7314.50
48        2014            Q1 Grains/Cereals         198       3299.75
49        2014            Q2      Beverages         599      29580.75
50        2014            Q2     Condiments         900      22369.60
51        2014            Q2    Confections         807      18890.81
52        2014            Q2   Meat/Poultry         358      16822.22
53        2014            Q2        Produce         355      12642.80
54        2014            Q2        Seafood         658      11963.62
55        2014            Q2 Dairy Products         392      11517.00
56        2014            Q2 Grains/Cereals         413       8480.25
57        2014            Q3      Beverages         872      45555.50
58        2014            Q3 Dairy Products         892      25734.20
59        2014            Q3   Meat/Poultry         456      23613.87
60        2014            Q3     Condiments         925      21935.60
61        2014            Q3    Confections         796      20928.98
62        2014            Q3        Seafood         839      18398.88
63        2014            Q3        Produce         503      16382.30
64        2014            Q3 Grains/Cereals         587      13092.75
65        2014            Q4      Beverages         167      15501.00
66        2014            Q4    Confections         251       7917.10
67        2014            Q4   Meat/Poultry         180       7718.34
68        2014            Q4     Condiments         307       7020.80
69        2014            Q4 Dairy Products         258       5427.50
70        2014            Q4        Seafood         209       3945.24
71        2014            Q4 Grains/Cereals         190       3129.25
72        2014            Q4        Produce          18        954.00
73        2015            Q2      Beverages         290       8725.00
74        2015            Q2   Meat/Poultry         112       8180.00
75        2015            Q2    Confections         210       6205.16
76        2015            Q2        Seafood         267       5938.19
77        2015            Q2     Condiments         300       5844.25
78        2015            Q2 Dairy Products         120       3784.80
79        2015            Q2        Produce          90       3266.40
80        2015            Q2 Grains/Cereals         141       2484.00
81        2015            Q4      Beverages         542      19365.50
82        2015            Q4   Meat/Poultry         221      14062.53
83        2015            Q4 Dairy Products         471      13605.90
84        2015            Q4        Seafood         412      10992.80
85        2015            Q4     Condiments         481      10991.35
86        2015            Q4    Confections         424      10135.61
87        2015            Q4 Grains/Cereals         210       3564.75
88        2015            Q4        Produce         102       3424.70
89        2016            Q1    Confections         634      17111.50
90        2016            Q1     Condiments         642      16115.80
91        2016            Q1      Beverages         262      14244.00
92        2016            Q1        Seafood         533      13242.61
93        2016            Q1 Dairy Products         423      11335.30
94        2016            Q1   Meat/Poultry         200       9909.77
95        2016            Q1 Grains/Cereals         392       8546.25
96        2016            Q1        Produce         188       4750.30
97        2016            Q2    Confections         608      17172.86
98        2016            Q2      Beverages         523      15520.75
99        2016            Q2   Meat/Poultry         296      15295.88
100       2016            Q2 Dairy Products         308       8458.60
101       2016            Q2     Condiments         293       7529.70
102       2016            Q2        Seafood         347       6537.29
103       2016            Q2 Grains/Cereals         295       5686.50
104       2016            Q2        Produce          78       3255.65
105       2016            Q3      Beverages         487      15915.80
106       2016            Q3   Meat/Poultry         223      12946.70
107       2016            Q3    Confections         637      11048.82
108       2016            Q3     Condiments         467      10915.90
109       2016            Q3 Dairy Products         332       8347.20
110       2016            Q3        Seafood         397       8154.03
111       2016            Q3        Produce         250       6712.45
112       2016            Q3 Grains/Cereals         191       4400.00
113       2016            Q4     Condiments         324       8281.60
114       2016            Q4      Beverages         284       7527.00
115       2016            Q4 Dairy Products         250       7037.40
116       2016            Q4    Confections         245       5766.72
117       2016            Q4        Seafood         331       5530.66
118       2016            Q4   Meat/Poultry         105       5377.06
119       2016            Q4 Grains/Cereals         226       4932.00
120       2016            Q4        Produce         101       3216.60
121       2017            Q1      Beverages         731      29026.50
122       2017            Q1   Meat/Poultry         337      19587.80
123       2017            Q1 Dairy Products         519      16128.50
124       2017            Q1     Condiments         620      14873.65
125       2017            Q1    Confections         631      14011.07
126       2017            Q1        Seafood         600      12453.73
127       2017            Q1        Produce         291       9278.80
128       2017            Q1 Grains/Cereals         328       7609.50
129       2017            Q2      Beverages         711      24771.35
130       2017            Q2   Meat/Poultry         444      19915.89
131       2017            Q2    Confections         606      19367.40
132       2017            Q2 Dairy Products         571      16096.05
133       2017            Q2     Condiments         588      13473.67
134       2017            Q2        Seafood         505       9817.66
135       2017            Q2        Produce         180       7016.35
136       2017            Q2 Grains/Cereals         367       6536.00
137       2017            Q3   Meat/Poultry         175       8956.52
138       2017            Q3    Confections         187       5806.32
139       2017            Q3     Condiments         122       3820.20
140       2017            Q3        Seafood         175       2922.95
141       2017            Q3        Produce          50       2479.35
142       2017            Q3      Beverages          88       2047.00
143       2017            Q3 Grains/Cereals          78       1664.50
144       2017            Q3 Dairy Products          51       1528.00
145       2017            Q4 Dairy Products         393      11324.05
146       2017            Q4   Meat/Poultry         166       8896.26
147       2017            Q4      Beverages         215       7928.00
148       2017            Q4    Confections         249       5713.04
149       2017            Q4     Condiments         251       5377.90
150       2017            Q4 Grains/Cereals         170       4033.00
151       2017            Q4        Seafood         227       3894.34
152       2017            Q4        Produce          22        263.00
153       2018            Q1      Beverages         739      41436.50
154       2018            Q1 Dairy Products         583      18876.50
155       2018            Q1    Confections         598      16108.56
156       2018            Q1     Condiments         761      16046.40
157       2018            Q1   Meat/Poultry         328      14589.38
158       2018            Q1        Seafood         689      12466.13
159       2018            Q1        Produce         219       9268.35
160       2018            Q1 Grains/Cereals         288       6159.40
161       2018            Q2      Beverages         538      19574.50
162       2018            Q2        Seafood         602      12888.18
163       2018            Q2   Meat/Poultry         231      12697.31
164       2018            Q2    Confections         511      12553.40
165       2018            Q2 Dairy Products         372      11615.10
166       2018            Q2     Condiments         374       8791.90
167       2018            Q2        Produce         137       4987.80
168       2018            Q2 Grains/Cereals         223       3401.25
169       2018            Q3    Confections         945      26047.42
170       2018            Q3      Beverages         664      22667.50
171       2018            Q3     Condiments         650      14903.00
172       2018            Q3 Dairy Products         531      13820.80
173       2018            Q3   Meat/Poultry         189      11393.62
174       2018            Q3        Produce         351      11068.90
175       2018            Q3        Seafood         599      10994.88
176       2018            Q3 Grains/Cereals         247       4432.50
177       2018            Q4      Beverages        1049      41862.75
178       2018            Q4   Meat/Poultry         640      35307.49
179       2018            Q4    Confections        1080      27520.03
180       2018            Q4 Dairy Products         943      26055.30
181       2018            Q4     Condiments        1095      24660.65
182       2018            Q4        Produce         461      16589.20
183       2018            Q4        Seafood         908      16420.05
184       2018            Q4 Grains/Cereals         531      11177.00
185       2019            Q1   Meat/Poultry         329      18067.10
186       2019            Q1      Beverages         385      18050.00
187       2019            Q1 Dairy Products         563      16528.20
188       2019            Q1    Confections         442       9850.35
189       2019            Q1 Grains/Cereals         444       9553.75
190       2019            Q1        Seafood         409       9428.65
191       2019            Q1     Condiments         331       8369.80
192       2019            Q1        Produce         120       1906.10
193       2019            Q2    Confections         289       6987.70
194       2019            Q2        Seafood         237       6275.51
195       2019            Q2      Beverages         314       6196.75
196       2019            Q2   Meat/Poultry         144       5846.19
197       2019            Q2     Condiments         221       4247.90
198       2019            Q2 Dairy Products         120       3481.50
199       2019            Q2 Grains/Cereals         110       2802.50
200       2019            Q2        Produce          27        627.75
201       2019            Q3      Beverages         335      14182.50
202       2019            Q3   Meat/Poultry         178      10442.50
203       2019            Q3    Confections         441      10100.25
204       2019            Q3 Dairy Products         302       9224.40
205       2019            Q3        Seafood         347       7162.38
206       2019            Q3        Produce         214       6800.95
207       2019            Q3     Condiments         288       6414.45
208       2019            Q3 Grains/Cereals         312       6100.00
209       2019            Q4      Beverages         402      14588.75
210       2019            Q4   Meat/Poultry         235      11144.94
211       2019            Q4     Condiments         405      10373.05
212       2019            Q4    Confections         509       9046.74
213       2019            Q4 Dairy Products         281       8182.10
214       2019            Q4 Grains/Cereals         269       5303.00
215       2019            Q4        Seafood         309       5230.25
216       2019            Q4        Produce         145       4624.55
217       2020            Q1    Confections         540      14576.13
218       2020            Q1        Seafood         610      12236.54
219       2020            Q1   Meat/Poultry         272      12211.71
220       2020            Q1     Condiments         366       8535.80
221       2020            Q1      Beverages         327       7405.50
222       2020            Q1        Produce         233       6994.60
223       2020            Q1 Grains/Cereals         304       5381.50
224       2020            Q1 Dairy Products         230       5100.60
225       2020            Q2        Seafood         218       5396.52
226       2020            Q2    Confections         195       4587.25
227       2020            Q2      Beverages         157       3564.50
228       2020            Q2     Condiments         129       2297.75
229       2020            Q2 Dairy Products          58       1902.90
230       2020            Q2   Meat/Poultry          32        768.00
231       2020            Q2        Produce          25        733.50
232       2020            Q2 Grains/Cereals          33        519.00
233       2020            Q4      Beverages         801      30243.50
234       2020            Q4     Condiments         895      22649.90
235       2020            Q4    Confections         737      22209.50
236       2020            Q4 Dairy Products         673      19522.80
237       2020            Q4   Meat/Poultry         343      18407.44
238       2020            Q4        Seafood         870      15181.84
239       2020            Q4        Produce         432      11597.70
240       2020            Q4 Grains/Cereals         416       9347.00
241       2021            Q1 Dairy Products         394      11955.60
242       2021            Q1        Seafood         418       8962.77
243       2021            Q1   Meat/Poultry         245       7738.20
244       2021            Q1    Confections         328       6640.27
245       2021            Q1        Produce         223       6599.45
246       2021            Q1     Condiments         236       4583.95
247       2021            Q1 Grains/Cereals         216       4319.75
248       2021            Q1      Beverages         263       4168.75
249       2021            Q2 Dairy Products         622      20897.50
250       2021            Q2     Condiments         825      20475.45
251       2021            Q2    Confections         890      18878.99
252       2021            Q2      Beverages         543      17667.25
253       2021            Q2   Meat/Poultry         362      16413.11
254       2021            Q2        Seafood         675      14536.04
255       2021            Q2        Produce         311      10690.25
256       2021            Q2 Grains/Cereals         531      10490.75
257       2021            Q3      Beverages         800      29511.75
258       2021            Q3    Confections         927      25381.97
259       2021            Q3        Seafood         878      18509.15
260       2021            Q3 Dairy Products         596      17594.30
261       2021            Q3     Condiments         793      16551.85
262       2021            Q3   Meat/Poultry         386      15631.88
263       2021            Q3        Produce         412      11036.65
264       2021            Q3 Grains/Cereals         244       5716.75
265       2021            Q4   Meat/Poultry         484      25538.27
266       2021            Q4      Beverages         759      24582.50
267       2021            Q4    Confections         745      23453.73
268       2021            Q4        Seafood         701      15820.73
269       2021            Q4     Condiments         661      13972.65
270       2021            Q4        Produce         297      10799.30
271       2021            Q4 Dairy Products         370      10138.40
272       2021            Q4 Grains/Cereals         467       9375.25
273       2022            Q1    Confections         697      22566.30
274       2022            Q1 Dairy Products         678      21571.00
275       2022            Q1      Beverages         455      19367.75
276       2022            Q1        Seafood         751      16655.00
277       2022            Q1     Condiments         544      11773.40
278       2022            Q1 Grains/Cereals         496       9800.00
279       2022            Q1   Meat/Poultry         227       7814.20
280       2022            Q1        Produce         278       7725.50
281       2022            Q2      Beverages         442      18593.75
282       2022            Q2   Meat/Poultry         242      12506.37
283       2022            Q2 Dairy Products         368      10775.30
284       2022            Q2     Condiments         438       9521.00
285       2022            Q2    Confections         429       9257.48
286       2022            Q2        Seafood         417       8588.60
287       2022            Q2        Produce         250       7860.90
288       2022            Q2 Grains/Cereals         187       3912.75
289       2022            Q3      Beverages        1257      49109.00
290       2022            Q3    Confections        1473      38342.78
291       2022            Q3   Meat/Poultry         655      37400.93
292       2022            Q3        Seafood        1257      27166.65
293       2022            Q3 Dairy Products         952      26853.20
294       2022            Q3     Condiments        1171      25129.10
295       2022            Q3        Produce         524      18064.00
296       2022            Q3 Grains/Cereals         686      14010.75
297       2022            Q4      Beverages         856      33878.50
298       2022            Q4 Dairy Products         637      18626.30
299       2022            Q4    Confections         791      17290.72
300       2022            Q4   Meat/Poultry         314      15330.99
301       2022            Q4        Seafood         630      14055.85
302       2022            Q4     Condiments         603      12742.95
303       2022            Q4        Produce         359      11212.35
304       2022            Q4 Grains/Cereals         325       4740.00
305       2023            Q1    Confections         822      24413.16
306       2023            Q1      Beverages         765      20809.00
307       2023            Q1     Condiments         864      20484.50
308       2023            Q1        Seafood         900      20337.60
309       2023            Q1   Meat/Poultry         317      18509.39
310       2023            Q1 Dairy Products         727      16956.20
311       2023            Q1        Produce         459      14502.05
312       2023            Q1 Grains/Cereals         384       7499.25
313       2023            Q2      Beverages         253      17357.00
314       2023            Q2    Confections         358      11049.19
315       2023            Q2   Meat/Poultry         157       6181.00
316       2023            Q2     Condiments         266       6049.55
317       2023            Q2 Dairy Products         174       4703.80
318       2023            Q2 Grains/Cereals         164       3107.50
319       2023            Q2        Produce          50       1280.00
320       2023            Q2        Seafood          97       1213.09
321       2023            Q3    Confections         826      23002.99
322       2023            Q3      Beverages         678      18925.25
323       2023            Q3   Meat/Poultry         356      17337.78
324       2023            Q3     Condiments         692      16456.85
325       2023            Q3        Seafood         670      12578.22
326       2023            Q3 Dairy Products         454      12404.90
327       2023            Q3        Produce         187       6744.55
328       2023            Q3 Grains/Cereals         277       6117.25
329       2023            Q4   Meat/Poultry         125       9355.13
330       2023            Q4      Beverages         145       8592.00
331       2023            Q4        Produce         159       5758.10
332       2023            Q4     Condiments         188       4560.80
333       2023            Q4    Confections         133       3403.75
334       2023            Q4        Seafood         192       3263.38
335       2023            Q4 Grains/Cereals          63       1185.00
336       2023            Q4 Dairy Products          49        612.50
337       2024            Q1      Beverages         539      30711.50
338       2024            Q1 Dairy Products         482      14912.00
339       2024            Q1    Confections         537      11082.80
340       2024            Q1   Meat/Poultry         225      10439.40
341       2024            Q1     Condiments         381       9196.10
342       2024            Q1        Seafood         434       9021.56
343       2024            Q1        Produce         140       5727.75
344       2024            Q1 Grains/Cereals         278       5678.25
345       2024            Q2      Beverages         796      39043.75
346       2024            Q2    Confections        1136      30645.41
347       2024            Q2   Meat/Poultry         400      25280.28
348       2024            Q2 Dairy Products         789      20621.80
349       2024            Q2        Seafood         911      18779.54
350       2024            Q2     Condiments         860      18773.95
351       2024            Q2        Produce         397      13638.75
352       2024            Q2 Grains/Cereals         534      10325.00
353       2024            Q3      Beverages         519      19739.25
354       2024            Q3     Condiments         506      11338.05
355       2024            Q3 Dairy Products         414      10807.80
356       2024            Q3    Confections         424      10384.47
357       2024            Q3        Seafood         493       9762.63
358       2024            Q3        Produce         219       6482.05
359       2024            Q3   Meat/Poultry         172       6355.50
360       2024            Q3 Grains/Cereals         183       3589.50
361       2024            Q4    Confections         799      19787.67
362       2024            Q4   Meat/Poultry         408      18951.47
363       2024            Q4 Dairy Products         676      18947.20
364       2024            Q4        Seafood         906      18298.73
365       2024            Q4      Beverages         889      16997.00
366       2024            Q4     Condiments         689      14871.50
367       2024            Q4        Produce         374      13592.50
368       2024            Q4 Grains/Cereals         615      12527.75
369       2025            Q1      Beverages         323      21154.50
370       2025            Q1        Seafood         441       9626.18
371       2025            Q1    Confections         461       8221.14
372       2025            Q1 Dairy Products         310       8166.40
373       2025            Q1     Condiments         357       7954.60
374       2025            Q1   Meat/Poultry         205       7518.03
375       2025            Q1        Produce         165       6038.80
376       2025            Q1 Grains/Cereals         187       4463.25
quarterly_category_profile <- quarterly_category_profile |>
  mutate(
    quarter_number = case_when(
      order_quarter == "Q1" ~ 1,
      order_quarter == "Q2" ~ 2,
      order_quarter == "Q3" ~ 3,
      order_quarter == "Q4" ~ 4
    ),
    period = paste(order_year, order_quarter)
  ) |>
  arrange(
    order_year,
    quarter_number
  ) |>
  mutate(
    period = factor(
      period,
      levels = unique(period)
    )
  )

quarterly_category_profile
    order_year order_quarter   CategoryName total_units total_revenue
1         2012            Q3      Beverages        1065      47636.00
2         2012            Q3    Confections        1144      34483.75
3         2012            Q3 Dairy Products        1006      27186.70
4         2012            Q3     Condiments        1039      23875.20
5         2012            Q3   Meat/Poultry         437      23080.81
6         2012            Q3        Seafood         831      14390.17
7         2012            Q3        Produce         426      12058.70
8         2012            Q3 Grains/Cereals         487       8377.00
9         2012            Q4      Beverages         424      18961.75
10        2012            Q4 Dairy Products         443      13017.60
11        2012            Q4   Meat/Poultry         238      12053.90
12        2012            Q4     Condiments         489      11089.95
13        2012            Q4        Seafood         513      10518.94
14        2012            Q4    Confections         454       9221.47
15        2012            Q4        Produce         152       5249.05
16        2012            Q4 Grains/Cereals         176       2803.50
17        2013            Q1     Condiments         241       5489.50
18        2013            Q1        Produce         155       4298.70
19        2013            Q1        Seafood         174       3293.00
20        2013            Q1   Meat/Poultry          63       1812.60
21        2013            Q1 Dairy Products          68       1459.00
22        2013            Q1    Confections          96       1299.30
23        2013            Q1      Beverages          97       1260.00
24        2013            Q1 Grains/Cereals          64        935.50
25        2013            Q2      Beverages         194      12492.50
26        2013            Q2    Confections         267       6866.36
27        2013            Q2     Condiments         232       5320.30
28        2013            Q2 Dairy Products         162       5120.70
29        2013            Q2   Meat/Poultry          86       4523.98
30        2013            Q2        Produce          89       3859.85
31        2013            Q2        Seafood         209       3339.41
32        2013            Q2 Grains/Cereals          78       1281.00
33        2013            Q4      Beverages         497      34869.00
34        2013            Q4   Meat/Poultry         332      19303.46
35        2013            Q4 Dairy Products         571      17243.40
36        2013            Q4    Confections         582      14632.59
37        2013            Q4     Condiments         609      14406.90
38        2013            Q4        Seafood         564      13882.34
39        2013            Q4        Produce         218       7883.40
40        2013            Q4 Grains/Cereals         279       5605.50
41        2014            Q1   Meat/Poultry         319      16445.35
42        2014            Q1      Beverages         421      16391.25
43        2014            Q1     Condiments         526      13236.85
44        2014            Q1        Seafood         522      10539.19
45        2014            Q1    Confections         582       9707.48
46        2014            Q1 Dairy Products         344       8942.20
47        2014            Q1        Produce         253       7314.50
48        2014            Q1 Grains/Cereals         198       3299.75
49        2014            Q2      Beverages         599      29580.75
50        2014            Q2     Condiments         900      22369.60
51        2014            Q2    Confections         807      18890.81
52        2014            Q2   Meat/Poultry         358      16822.22
53        2014            Q2        Produce         355      12642.80
54        2014            Q2        Seafood         658      11963.62
55        2014            Q2 Dairy Products         392      11517.00
56        2014            Q2 Grains/Cereals         413       8480.25
57        2014            Q3      Beverages         872      45555.50
58        2014            Q3 Dairy Products         892      25734.20
59        2014            Q3   Meat/Poultry         456      23613.87
60        2014            Q3     Condiments         925      21935.60
61        2014            Q3    Confections         796      20928.98
62        2014            Q3        Seafood         839      18398.88
63        2014            Q3        Produce         503      16382.30
64        2014            Q3 Grains/Cereals         587      13092.75
65        2014            Q4      Beverages         167      15501.00
66        2014            Q4    Confections         251       7917.10
67        2014            Q4   Meat/Poultry         180       7718.34
68        2014            Q4     Condiments         307       7020.80
69        2014            Q4 Dairy Products         258       5427.50
70        2014            Q4        Seafood         209       3945.24
71        2014            Q4 Grains/Cereals         190       3129.25
72        2014            Q4        Produce          18        954.00
73        2015            Q2      Beverages         290       8725.00
74        2015            Q2   Meat/Poultry         112       8180.00
75        2015            Q2    Confections         210       6205.16
76        2015            Q2        Seafood         267       5938.19
77        2015            Q2     Condiments         300       5844.25
78        2015            Q2 Dairy Products         120       3784.80
79        2015            Q2        Produce          90       3266.40
80        2015            Q2 Grains/Cereals         141       2484.00
81        2015            Q4      Beverages         542      19365.50
82        2015            Q4   Meat/Poultry         221      14062.53
83        2015            Q4 Dairy Products         471      13605.90
84        2015            Q4        Seafood         412      10992.80
85        2015            Q4     Condiments         481      10991.35
86        2015            Q4    Confections         424      10135.61
87        2015            Q4 Grains/Cereals         210       3564.75
88        2015            Q4        Produce         102       3424.70
89        2016            Q1    Confections         634      17111.50
90        2016            Q1     Condiments         642      16115.80
91        2016            Q1      Beverages         262      14244.00
92        2016            Q1        Seafood         533      13242.61
93        2016            Q1 Dairy Products         423      11335.30
94        2016            Q1   Meat/Poultry         200       9909.77
95        2016            Q1 Grains/Cereals         392       8546.25
96        2016            Q1        Produce         188       4750.30
97        2016            Q2    Confections         608      17172.86
98        2016            Q2      Beverages         523      15520.75
99        2016            Q2   Meat/Poultry         296      15295.88
100       2016            Q2 Dairy Products         308       8458.60
101       2016            Q2     Condiments         293       7529.70
102       2016            Q2        Seafood         347       6537.29
103       2016            Q2 Grains/Cereals         295       5686.50
104       2016            Q2        Produce          78       3255.65
105       2016            Q3      Beverages         487      15915.80
106       2016            Q3   Meat/Poultry         223      12946.70
107       2016            Q3    Confections         637      11048.82
108       2016            Q3     Condiments         467      10915.90
109       2016            Q3 Dairy Products         332       8347.20
110       2016            Q3        Seafood         397       8154.03
111       2016            Q3        Produce         250       6712.45
112       2016            Q3 Grains/Cereals         191       4400.00
113       2016            Q4     Condiments         324       8281.60
114       2016            Q4      Beverages         284       7527.00
115       2016            Q4 Dairy Products         250       7037.40
116       2016            Q4    Confections         245       5766.72
117       2016            Q4        Seafood         331       5530.66
118       2016            Q4   Meat/Poultry         105       5377.06
119       2016            Q4 Grains/Cereals         226       4932.00
120       2016            Q4        Produce         101       3216.60
121       2017            Q1      Beverages         731      29026.50
122       2017            Q1   Meat/Poultry         337      19587.80
123       2017            Q1 Dairy Products         519      16128.50
124       2017            Q1     Condiments         620      14873.65
125       2017            Q1    Confections         631      14011.07
126       2017            Q1        Seafood         600      12453.73
127       2017            Q1        Produce         291       9278.80
128       2017            Q1 Grains/Cereals         328       7609.50
129       2017            Q2      Beverages         711      24771.35
130       2017            Q2   Meat/Poultry         444      19915.89
131       2017            Q2    Confections         606      19367.40
132       2017            Q2 Dairy Products         571      16096.05
133       2017            Q2     Condiments         588      13473.67
134       2017            Q2        Seafood         505       9817.66
135       2017            Q2        Produce         180       7016.35
136       2017            Q2 Grains/Cereals         367       6536.00
137       2017            Q3   Meat/Poultry         175       8956.52
138       2017            Q3    Confections         187       5806.32
139       2017            Q3     Condiments         122       3820.20
140       2017            Q3        Seafood         175       2922.95
141       2017            Q3        Produce          50       2479.35
142       2017            Q3      Beverages          88       2047.00
143       2017            Q3 Grains/Cereals          78       1664.50
144       2017            Q3 Dairy Products          51       1528.00
145       2017            Q4 Dairy Products         393      11324.05
146       2017            Q4   Meat/Poultry         166       8896.26
147       2017            Q4      Beverages         215       7928.00
148       2017            Q4    Confections         249       5713.04
149       2017            Q4     Condiments         251       5377.90
150       2017            Q4 Grains/Cereals         170       4033.00
151       2017            Q4        Seafood         227       3894.34
152       2017            Q4        Produce          22        263.00
153       2018            Q1      Beverages         739      41436.50
154       2018            Q1 Dairy Products         583      18876.50
155       2018            Q1    Confections         598      16108.56
156       2018            Q1     Condiments         761      16046.40
157       2018            Q1   Meat/Poultry         328      14589.38
158       2018            Q1        Seafood         689      12466.13
159       2018            Q1        Produce         219       9268.35
160       2018            Q1 Grains/Cereals         288       6159.40
161       2018            Q2      Beverages         538      19574.50
162       2018            Q2        Seafood         602      12888.18
163       2018            Q2   Meat/Poultry         231      12697.31
164       2018            Q2    Confections         511      12553.40
165       2018            Q2 Dairy Products         372      11615.10
166       2018            Q2     Condiments         374       8791.90
167       2018            Q2        Produce         137       4987.80
168       2018            Q2 Grains/Cereals         223       3401.25
169       2018            Q3    Confections         945      26047.42
170       2018            Q3      Beverages         664      22667.50
171       2018            Q3     Condiments         650      14903.00
172       2018            Q3 Dairy Products         531      13820.80
173       2018            Q3   Meat/Poultry         189      11393.62
174       2018            Q3        Produce         351      11068.90
175       2018            Q3        Seafood         599      10994.88
176       2018            Q3 Grains/Cereals         247       4432.50
177       2018            Q4      Beverages        1049      41862.75
178       2018            Q4   Meat/Poultry         640      35307.49
179       2018            Q4    Confections        1080      27520.03
180       2018            Q4 Dairy Products         943      26055.30
181       2018            Q4     Condiments        1095      24660.65
182       2018            Q4        Produce         461      16589.20
183       2018            Q4        Seafood         908      16420.05
184       2018            Q4 Grains/Cereals         531      11177.00
185       2019            Q1   Meat/Poultry         329      18067.10
186       2019            Q1      Beverages         385      18050.00
187       2019            Q1 Dairy Products         563      16528.20
188       2019            Q1    Confections         442       9850.35
189       2019            Q1 Grains/Cereals         444       9553.75
190       2019            Q1        Seafood         409       9428.65
191       2019            Q1     Condiments         331       8369.80
192       2019            Q1        Produce         120       1906.10
193       2019            Q2    Confections         289       6987.70
194       2019            Q2        Seafood         237       6275.51
195       2019            Q2      Beverages         314       6196.75
196       2019            Q2   Meat/Poultry         144       5846.19
197       2019            Q2     Condiments         221       4247.90
198       2019            Q2 Dairy Products         120       3481.50
199       2019            Q2 Grains/Cereals         110       2802.50
200       2019            Q2        Produce          27        627.75
201       2019            Q3      Beverages         335      14182.50
202       2019            Q3   Meat/Poultry         178      10442.50
203       2019            Q3    Confections         441      10100.25
204       2019            Q3 Dairy Products         302       9224.40
205       2019            Q3        Seafood         347       7162.38
206       2019            Q3        Produce         214       6800.95
207       2019            Q3     Condiments         288       6414.45
208       2019            Q3 Grains/Cereals         312       6100.00
209       2019            Q4      Beverages         402      14588.75
210       2019            Q4   Meat/Poultry         235      11144.94
211       2019            Q4     Condiments         405      10373.05
212       2019            Q4    Confections         509       9046.74
213       2019            Q4 Dairy Products         281       8182.10
214       2019            Q4 Grains/Cereals         269       5303.00
215       2019            Q4        Seafood         309       5230.25
216       2019            Q4        Produce         145       4624.55
217       2020            Q1    Confections         540      14576.13
218       2020            Q1        Seafood         610      12236.54
219       2020            Q1   Meat/Poultry         272      12211.71
220       2020            Q1     Condiments         366       8535.80
221       2020            Q1      Beverages         327       7405.50
222       2020            Q1        Produce         233       6994.60
223       2020            Q1 Grains/Cereals         304       5381.50
224       2020            Q1 Dairy Products         230       5100.60
225       2020            Q2        Seafood         218       5396.52
226       2020            Q2    Confections         195       4587.25
227       2020            Q2      Beverages         157       3564.50
228       2020            Q2     Condiments         129       2297.75
229       2020            Q2 Dairy Products          58       1902.90
230       2020            Q2   Meat/Poultry          32        768.00
231       2020            Q2        Produce          25        733.50
232       2020            Q2 Grains/Cereals          33        519.00
233       2020            Q4      Beverages         801      30243.50
234       2020            Q4     Condiments         895      22649.90
235       2020            Q4    Confections         737      22209.50
236       2020            Q4 Dairy Products         673      19522.80
237       2020            Q4   Meat/Poultry         343      18407.44
238       2020            Q4        Seafood         870      15181.84
239       2020            Q4        Produce         432      11597.70
240       2020            Q4 Grains/Cereals         416       9347.00
241       2021            Q1 Dairy Products         394      11955.60
242       2021            Q1        Seafood         418       8962.77
243       2021            Q1   Meat/Poultry         245       7738.20
244       2021            Q1    Confections         328       6640.27
245       2021            Q1        Produce         223       6599.45
246       2021            Q1     Condiments         236       4583.95
247       2021            Q1 Grains/Cereals         216       4319.75
248       2021            Q1      Beverages         263       4168.75
249       2021            Q2 Dairy Products         622      20897.50
250       2021            Q2     Condiments         825      20475.45
251       2021            Q2    Confections         890      18878.99
252       2021            Q2      Beverages         543      17667.25
253       2021            Q2   Meat/Poultry         362      16413.11
254       2021            Q2        Seafood         675      14536.04
255       2021            Q2        Produce         311      10690.25
256       2021            Q2 Grains/Cereals         531      10490.75
257       2021            Q3      Beverages         800      29511.75
258       2021            Q3    Confections         927      25381.97
259       2021            Q3        Seafood         878      18509.15
260       2021            Q3 Dairy Products         596      17594.30
261       2021            Q3     Condiments         793      16551.85
262       2021            Q3   Meat/Poultry         386      15631.88
263       2021            Q3        Produce         412      11036.65
264       2021            Q3 Grains/Cereals         244       5716.75
265       2021            Q4   Meat/Poultry         484      25538.27
266       2021            Q4      Beverages         759      24582.50
267       2021            Q4    Confections         745      23453.73
268       2021            Q4        Seafood         701      15820.73
269       2021            Q4     Condiments         661      13972.65
270       2021            Q4        Produce         297      10799.30
271       2021            Q4 Dairy Products         370      10138.40
272       2021            Q4 Grains/Cereals         467       9375.25
273       2022            Q1    Confections         697      22566.30
274       2022            Q1 Dairy Products         678      21571.00
275       2022            Q1      Beverages         455      19367.75
276       2022            Q1        Seafood         751      16655.00
277       2022            Q1     Condiments         544      11773.40
278       2022            Q1 Grains/Cereals         496       9800.00
279       2022            Q1   Meat/Poultry         227       7814.20
280       2022            Q1        Produce         278       7725.50
281       2022            Q2      Beverages         442      18593.75
282       2022            Q2   Meat/Poultry         242      12506.37
283       2022            Q2 Dairy Products         368      10775.30
284       2022            Q2     Condiments         438       9521.00
285       2022            Q2    Confections         429       9257.48
286       2022            Q2        Seafood         417       8588.60
287       2022            Q2        Produce         250       7860.90
288       2022            Q2 Grains/Cereals         187       3912.75
289       2022            Q3      Beverages        1257      49109.00
290       2022            Q3    Confections        1473      38342.78
291       2022            Q3   Meat/Poultry         655      37400.93
292       2022            Q3        Seafood        1257      27166.65
293       2022            Q3 Dairy Products         952      26853.20
294       2022            Q3     Condiments        1171      25129.10
295       2022            Q3        Produce         524      18064.00
296       2022            Q3 Grains/Cereals         686      14010.75
297       2022            Q4      Beverages         856      33878.50
298       2022            Q4 Dairy Products         637      18626.30
299       2022            Q4    Confections         791      17290.72
300       2022            Q4   Meat/Poultry         314      15330.99
301       2022            Q4        Seafood         630      14055.85
302       2022            Q4     Condiments         603      12742.95
303       2022            Q4        Produce         359      11212.35
304       2022            Q4 Grains/Cereals         325       4740.00
305       2023            Q1    Confections         822      24413.16
306       2023            Q1      Beverages         765      20809.00
307       2023            Q1     Condiments         864      20484.50
308       2023            Q1        Seafood         900      20337.60
309       2023            Q1   Meat/Poultry         317      18509.39
310       2023            Q1 Dairy Products         727      16956.20
311       2023            Q1        Produce         459      14502.05
312       2023            Q1 Grains/Cereals         384       7499.25
313       2023            Q2      Beverages         253      17357.00
314       2023            Q2    Confections         358      11049.19
315       2023            Q2   Meat/Poultry         157       6181.00
316       2023            Q2     Condiments         266       6049.55
317       2023            Q2 Dairy Products         174       4703.80
318       2023            Q2 Grains/Cereals         164       3107.50
319       2023            Q2        Produce          50       1280.00
320       2023            Q2        Seafood          97       1213.09
321       2023            Q3    Confections         826      23002.99
322       2023            Q3      Beverages         678      18925.25
323       2023            Q3   Meat/Poultry         356      17337.78
324       2023            Q3     Condiments         692      16456.85
325       2023            Q3        Seafood         670      12578.22
326       2023            Q3 Dairy Products         454      12404.90
327       2023            Q3        Produce         187       6744.55
328       2023            Q3 Grains/Cereals         277       6117.25
329       2023            Q4   Meat/Poultry         125       9355.13
330       2023            Q4      Beverages         145       8592.00
331       2023            Q4        Produce         159       5758.10
332       2023            Q4     Condiments         188       4560.80
333       2023            Q4    Confections         133       3403.75
334       2023            Q4        Seafood         192       3263.38
335       2023            Q4 Grains/Cereals          63       1185.00
336       2023            Q4 Dairy Products          49        612.50
337       2024            Q1      Beverages         539      30711.50
338       2024            Q1 Dairy Products         482      14912.00
339       2024            Q1    Confections         537      11082.80
340       2024            Q1   Meat/Poultry         225      10439.40
341       2024            Q1     Condiments         381       9196.10
342       2024            Q1        Seafood         434       9021.56
343       2024            Q1        Produce         140       5727.75
344       2024            Q1 Grains/Cereals         278       5678.25
345       2024            Q2      Beverages         796      39043.75
346       2024            Q2    Confections        1136      30645.41
347       2024            Q2   Meat/Poultry         400      25280.28
348       2024            Q2 Dairy Products         789      20621.80
349       2024            Q2        Seafood         911      18779.54
350       2024            Q2     Condiments         860      18773.95
351       2024            Q2        Produce         397      13638.75
352       2024            Q2 Grains/Cereals         534      10325.00
353       2024            Q3      Beverages         519      19739.25
354       2024            Q3     Condiments         506      11338.05
355       2024            Q3 Dairy Products         414      10807.80
356       2024            Q3    Confections         424      10384.47
357       2024            Q3        Seafood         493       9762.63
358       2024            Q3        Produce         219       6482.05
359       2024            Q3   Meat/Poultry         172       6355.50
360       2024            Q3 Grains/Cereals         183       3589.50
361       2024            Q4    Confections         799      19787.67
362       2024            Q4   Meat/Poultry         408      18951.47
363       2024            Q4 Dairy Products         676      18947.20
364       2024            Q4        Seafood         906      18298.73
365       2024            Q4      Beverages         889      16997.00
366       2024            Q4     Condiments         689      14871.50
367       2024            Q4        Produce         374      13592.50
368       2024            Q4 Grains/Cereals         615      12527.75
369       2025            Q1      Beverages         323      21154.50
370       2025            Q1        Seafood         441       9626.18
371       2025            Q1    Confections         461       8221.14
372       2025            Q1 Dairy Products         310       8166.40
373       2025            Q1     Condiments         357       7954.60
374       2025            Q1   Meat/Poultry         205       7518.03
375       2025            Q1        Produce         165       6038.80
376       2025            Q1 Grains/Cereals         187       4463.25
    quarter_number  period
1                3 2012 Q3
2                3 2012 Q3
3                3 2012 Q3
4                3 2012 Q3
5                3 2012 Q3
6                3 2012 Q3
7                3 2012 Q3
8                3 2012 Q3
9                4 2012 Q4
10               4 2012 Q4
11               4 2012 Q4
12               4 2012 Q4
13               4 2012 Q4
14               4 2012 Q4
15               4 2012 Q4
16               4 2012 Q4
17               1 2013 Q1
18               1 2013 Q1
19               1 2013 Q1
20               1 2013 Q1
21               1 2013 Q1
22               1 2013 Q1
23               1 2013 Q1
24               1 2013 Q1
25               2 2013 Q2
26               2 2013 Q2
27               2 2013 Q2
28               2 2013 Q2
29               2 2013 Q2
30               2 2013 Q2
31               2 2013 Q2
32               2 2013 Q2
33               4 2013 Q4
34               4 2013 Q4
35               4 2013 Q4
36               4 2013 Q4
37               4 2013 Q4
38               4 2013 Q4
39               4 2013 Q4
40               4 2013 Q4
41               1 2014 Q1
42               1 2014 Q1
43               1 2014 Q1
44               1 2014 Q1
45               1 2014 Q1
46               1 2014 Q1
47               1 2014 Q1
48               1 2014 Q1
49               2 2014 Q2
50               2 2014 Q2
51               2 2014 Q2
52               2 2014 Q2
53               2 2014 Q2
54               2 2014 Q2
55               2 2014 Q2
56               2 2014 Q2
57               3 2014 Q3
58               3 2014 Q3
59               3 2014 Q3
60               3 2014 Q3
61               3 2014 Q3
62               3 2014 Q3
63               3 2014 Q3
64               3 2014 Q3
65               4 2014 Q4
66               4 2014 Q4
67               4 2014 Q4
68               4 2014 Q4
69               4 2014 Q4
70               4 2014 Q4
71               4 2014 Q4
72               4 2014 Q4
73               2 2015 Q2
74               2 2015 Q2
75               2 2015 Q2
76               2 2015 Q2
77               2 2015 Q2
78               2 2015 Q2
79               2 2015 Q2
80               2 2015 Q2
81               4 2015 Q4
82               4 2015 Q4
83               4 2015 Q4
84               4 2015 Q4
85               4 2015 Q4
86               4 2015 Q4
87               4 2015 Q4
88               4 2015 Q4
89               1 2016 Q1
90               1 2016 Q1
91               1 2016 Q1
92               1 2016 Q1
93               1 2016 Q1
94               1 2016 Q1
95               1 2016 Q1
96               1 2016 Q1
97               2 2016 Q2
98               2 2016 Q2
99               2 2016 Q2
100              2 2016 Q2
101              2 2016 Q2
102              2 2016 Q2
103              2 2016 Q2
104              2 2016 Q2
105              3 2016 Q3
106              3 2016 Q3
107              3 2016 Q3
108              3 2016 Q3
109              3 2016 Q3
110              3 2016 Q3
111              3 2016 Q3
112              3 2016 Q3
113              4 2016 Q4
114              4 2016 Q4
115              4 2016 Q4
116              4 2016 Q4
117              4 2016 Q4
118              4 2016 Q4
119              4 2016 Q4
120              4 2016 Q4
121              1 2017 Q1
122              1 2017 Q1
123              1 2017 Q1
124              1 2017 Q1
125              1 2017 Q1
126              1 2017 Q1
127              1 2017 Q1
128              1 2017 Q1
129              2 2017 Q2
130              2 2017 Q2
131              2 2017 Q2
132              2 2017 Q2
133              2 2017 Q2
134              2 2017 Q2
135              2 2017 Q2
136              2 2017 Q2
137              3 2017 Q3
138              3 2017 Q3
139              3 2017 Q3
140              3 2017 Q3
141              3 2017 Q3
142              3 2017 Q3
143              3 2017 Q3
144              3 2017 Q3
145              4 2017 Q4
146              4 2017 Q4
147              4 2017 Q4
148              4 2017 Q4
149              4 2017 Q4
150              4 2017 Q4
151              4 2017 Q4
152              4 2017 Q4
153              1 2018 Q1
154              1 2018 Q1
155              1 2018 Q1
156              1 2018 Q1
157              1 2018 Q1
158              1 2018 Q1
159              1 2018 Q1
160              1 2018 Q1
161              2 2018 Q2
162              2 2018 Q2
163              2 2018 Q2
164              2 2018 Q2
165              2 2018 Q2
166              2 2018 Q2
167              2 2018 Q2
168              2 2018 Q2
169              3 2018 Q3
170              3 2018 Q3
171              3 2018 Q3
172              3 2018 Q3
173              3 2018 Q3
174              3 2018 Q3
175              3 2018 Q3
176              3 2018 Q3
177              4 2018 Q4
178              4 2018 Q4
179              4 2018 Q4
180              4 2018 Q4
181              4 2018 Q4
182              4 2018 Q4
183              4 2018 Q4
184              4 2018 Q4
185              1 2019 Q1
186              1 2019 Q1
187              1 2019 Q1
188              1 2019 Q1
189              1 2019 Q1
190              1 2019 Q1
191              1 2019 Q1
192              1 2019 Q1
193              2 2019 Q2
194              2 2019 Q2
195              2 2019 Q2
196              2 2019 Q2
197              2 2019 Q2
198              2 2019 Q2
199              2 2019 Q2
200              2 2019 Q2
201              3 2019 Q3
202              3 2019 Q3
203              3 2019 Q3
204              3 2019 Q3
205              3 2019 Q3
206              3 2019 Q3
207              3 2019 Q3
208              3 2019 Q3
209              4 2019 Q4
210              4 2019 Q4
211              4 2019 Q4
212              4 2019 Q4
213              4 2019 Q4
214              4 2019 Q4
215              4 2019 Q4
216              4 2019 Q4
217              1 2020 Q1
218              1 2020 Q1
219              1 2020 Q1
220              1 2020 Q1
221              1 2020 Q1
222              1 2020 Q1
223              1 2020 Q1
224              1 2020 Q1
225              2 2020 Q2
226              2 2020 Q2
227              2 2020 Q2
228              2 2020 Q2
229              2 2020 Q2
230              2 2020 Q2
231              2 2020 Q2
232              2 2020 Q2
233              4 2020 Q4
234              4 2020 Q4
235              4 2020 Q4
236              4 2020 Q4
237              4 2020 Q4
238              4 2020 Q4
239              4 2020 Q4
240              4 2020 Q4
241              1 2021 Q1
242              1 2021 Q1
243              1 2021 Q1
244              1 2021 Q1
245              1 2021 Q1
246              1 2021 Q1
247              1 2021 Q1
248              1 2021 Q1
249              2 2021 Q2
250              2 2021 Q2
251              2 2021 Q2
252              2 2021 Q2
253              2 2021 Q2
254              2 2021 Q2
255              2 2021 Q2
256              2 2021 Q2
257              3 2021 Q3
258              3 2021 Q3
259              3 2021 Q3
260              3 2021 Q3
261              3 2021 Q3
262              3 2021 Q3
263              3 2021 Q3
264              3 2021 Q3
265              4 2021 Q4
266              4 2021 Q4
267              4 2021 Q4
268              4 2021 Q4
269              4 2021 Q4
270              4 2021 Q4
271              4 2021 Q4
272              4 2021 Q4
273              1 2022 Q1
274              1 2022 Q1
275              1 2022 Q1
276              1 2022 Q1
277              1 2022 Q1
278              1 2022 Q1
279              1 2022 Q1
280              1 2022 Q1
281              2 2022 Q2
282              2 2022 Q2
283              2 2022 Q2
284              2 2022 Q2
285              2 2022 Q2
286              2 2022 Q2
287              2 2022 Q2
288              2 2022 Q2
289              3 2022 Q3
290              3 2022 Q3
291              3 2022 Q3
292              3 2022 Q3
293              3 2022 Q3
294              3 2022 Q3
295              3 2022 Q3
296              3 2022 Q3
297              4 2022 Q4
298              4 2022 Q4
299              4 2022 Q4
300              4 2022 Q4
301              4 2022 Q4
302              4 2022 Q4
303              4 2022 Q4
304              4 2022 Q4
305              1 2023 Q1
306              1 2023 Q1
307              1 2023 Q1
308              1 2023 Q1
309              1 2023 Q1
310              1 2023 Q1
311              1 2023 Q1
312              1 2023 Q1
313              2 2023 Q2
314              2 2023 Q2
315              2 2023 Q2
316              2 2023 Q2
317              2 2023 Q2
318              2 2023 Q2
319              2 2023 Q2
320              2 2023 Q2
321              3 2023 Q3
322              3 2023 Q3
323              3 2023 Q3
324              3 2023 Q3
325              3 2023 Q3
326              3 2023 Q3
327              3 2023 Q3
328              3 2023 Q3
329              4 2023 Q4
330              4 2023 Q4
331              4 2023 Q4
332              4 2023 Q4
333              4 2023 Q4
334              4 2023 Q4
335              4 2023 Q4
336              4 2023 Q4
337              1 2024 Q1
338              1 2024 Q1
339              1 2024 Q1
340              1 2024 Q1
341              1 2024 Q1
342              1 2024 Q1
343              1 2024 Q1
344              1 2024 Q1
345              2 2024 Q2
346              2 2024 Q2
347              2 2024 Q2
348              2 2024 Q2
349              2 2024 Q2
350              2 2024 Q2
351              2 2024 Q2
352              2 2024 Q2
353              3 2024 Q3
354              3 2024 Q3
355              3 2024 Q3
356              3 2024 Q3
357              3 2024 Q3
358              3 2024 Q3
359              3 2024 Q3
360              3 2024 Q3
361              4 2024 Q4
362              4 2024 Q4
363              4 2024 Q4
364              4 2024 Q4
365              4 2024 Q4
366              4 2024 Q4
367              4 2024 Q4
368              4 2024 Q4
369              1 2025 Q1
370              1 2025 Q1
371              1 2025 Q1
372              1 2025 Q1
373              1 2025 Q1
374              1 2025 Q1
375              1 2025 Q1
376              1 2025 Q1
ggplot(
  data = quarterly_category_profile,
  mapping = aes(
    x = period,
    y = total_revenue,
    fill = CategoryName
  )
) +
  geom_col() +
  scale_y_continuous(
    labels = scales::label_dollar()
  ) +
  labs(
    title = "Hanari Carnes Purchasing Activity Over Time",
    subtitle = "Quarterly revenue separated by product category",
    x = "Order Period",
    y = "Total Revenue",
    fill = "Product Category"
  ) +
  theme_minimal() +
  theme(
    axis.text.x = element_text(
      angle = 45,
      hjust = 1
    )
  )

Quarterly Hanari Carnes revenue divided by product category.

Recommendations for Industry

Organizations should first practice transparency by clearly explaining what information they collect, how they create customer profiles, and how those profiles influence customer experiences (morey2015?). Companies should not depend only on lengthy privacy policies or terms and conditions. Data explanations should be understanable and presented when information is collected or used.

Organizations should give customers meaningful control over their information. Customers should be able to review privacy settings, make choices regarding targeted ads, correct inaccurate information, and withdraw access when appropriate. Providing control reduces the imbalance between the organization creating the profile and the person represented by it.

Customer profiling should provide recognizable value. Customers are more likely to accept data collection when it produces better recommendations, greater convenience, improved service, or financial savings. Organizations should be able to explain the relationship between the information collected and the customer benefit delivered.

Organizations should follow data minimization principles (book?). A company should not collect information simply because it may become useful later. It should identify a purpose and limit collection to information needed for that purpose. Derived information should recieve special attention because profiles may reveal conclusions that customers never directly disclosed.

Companies operating media platforms should create transparent and independent measurement processes (gabel2024?). Retailers should clearly explain how advertisements are targeted, how sales are attributed to campaigns, and how performance is measured. Separating campaign execution from evaluation can increase accountability and advertiser confidence.

Organizations that are developing AI systems should prevent personalization from becoming manipulation. AI systems should not use detailed profiles to exploit emotional dependence or reinforce only the opinions users already hold. Companies should establish boundaries for personalization and regularly evaluate whether automated systems produce biases, unsafe, or misleading interactions.

Finally, organizations should demonstrate trustworthiness through behavior rather than promotional language. Teams like: ethical, responsible, and trustworthy are only meaningful when supported by clear policies, secure systems, accountable leadership, and consistent treatment of customer information. In a data driven economy, customer trust is not simply a public relations objective. Its necessary for maintaining long term success to the information that makes effective personalization possible.

References

(book?){ftc staff report finds large social media and video streaming companies have engaged in vast surveillance of users with lax privacy controls and inadequate safeguards for kids and teens_2024, url={https://www.ftc.gov/news-events/news/press-releases/2024/09/ftc-staff-report-finds-large-social-media-video-streaming-companies-have-engaged-vast-surveillance?utm_source=chatgpt.com}, journal={Federal Trade Commission}, year={2024}, month=sept }

(gabel2024?){gabel_duncan_timoshenko_2024, title={How Retailers Became Ad Platforms}, author={Gabel, Sebastian and Duncan, Duncan and Timoshenko, Artem}, year={2024}, month=june }

(morey2015?){morey_forbath_schoop_2015, title={CUSTOMER DATA: DESIGNING FOR TRANSPARENCY AND TRUST}, author={Morey, Timothy and Forbath, Theo and Schoop, Allison}, year={2015}, month=may }