The Perk Network: "Let's Talk About Loyalty" - Q1 2026 Retail Investor Survey Results

The results of our Q1 2026 "Let's Talk Loyalty!" survey of almost 300,000 retail investors on the Stockperks platform are in! This quarter we went deep on loyalty - and the findings are a compelling call to action for any public company with a consumer-facing brand.

Loyalty Programs: Your Shareholders Are Already Believers

Your retail shareholders aren't casual loyalty participants - they're power users:

• 96% belong to at least one loyalty program ✅
• 31% are members of six or more programs
• 44% actively engage with their primary loyalty program weekly or more often
• Only 4% belong to no loyalty programs at all

Key Takeaway: Stockperks investors are a unique superset of the loyalty market. They understand consumer AND shareholder loyalty programs. Their ultra loyal behavior is a sign that all consumer facing companies should integrate shareholder benefits to their loyalty programs.

The Consumer ↔ Investor Connection Is Real

Retail investors don't draw a hard line between the brands they buy from and the stocks they own:

• 84% have bought shares in companies whose products they regularly purchase
• 29% do this regularly, saying a good product can signal a good company ✅
• 55% say it's sometimes a consideration

Key Takeaway: Consumer loyalty and shareholder loyalty are two sides of the same coin. The Super Consumer - your loyal customer who is also a loyal shareholder - is not a theory. They're already in your cap table.

Shareholders Want Benefits…Overwhelmingly

We asked investors point-blank whether companies should reward their shareholders. The answer was unambiguous:

• 65% say shareholders should "Always" receive benefits from companies they own ✅
• 32% say "It would be nice" - indifferent, but receptive
• Only 2% say companies should focus on business instead

98% of investors believe shareholders should receive benefits. This demand is essentially unanimous.

Shareholder Benefits Are the #1 Loyalty Ask

We asked investors what would make loyalty programs more valuable. The standout result:

• 72% want additional benefits for being a shareholder - the single most-requested enhancement✅
• 58% want faster point accumulation
• 55% want more redemption options
• 36% want exclusive experiences and early access

Key Takeaway: Shareholder benefits ranked #1 above faster points, more redemptions, and personalized rewards. The opportunity is clear and waiting to be activated.

Shareholder Benefits Reduce Comparison Shopping

Here's one of the most compelling data points in the entire survey. We asked investors how often they compare competitors before buying from a brand:

• With a standard loyalty program only: 13% say they "Never" or "Rarely" compare competitors
• When investors own shares AND receive shareholder benefits: that figure doubles to 27% ✅

Key Takeaway: Double loyalty = double retention. Shareholders who are also rewarded customers are twice as likely to skip the competitor comparison entirely. This is a direct, measurable impact on wallet share and customer lifetime value.

What Motivates Loyalty - And Influences Purchases

Understanding what drives participation gives companies a roadmap for program design:

• 84% cite earning discounts or free products as a top motivator
• 48% want to make purchases they were already planning more rewarding
• 47% are motivated by exclusive access to special offers or products
• 76% say loyalty programs are a major or moderate factor in their purchasing decisions ✅

Key Takeaway: These investors are already planning to spend. A well-designed shareholder benefits program that rewards existing purchases - rather than requiring new ones - is the path of least resistance to higher engagement.

Market Sentiment: Cautious but Constructive

Despite ongoing macro uncertainty, retail investors remain engaged and active:

• 84% are neutral or bullish on the stock market ✅
• 49% are moderately to strongly bullish on the U.S. economy over the next 12 months
• 32% plan to add to their stock positions over the next 6 months ????
• 49% total plan to buy more stocks, funds, or alternative investments

Key Takeaway: Retail investors remain long-term, committed owners - not sidelined spectators. They're still buying, still holding, and still engaged. This is exactly the audience public companies should be proactively cultivating.

The Bottom Line

The Q1 2026 data tells a clear, unified story: retail investors are loyalty-saturated consumers who overwhelmingly want to be rewarded for their shareholder status. Nearly every investor surveyed (98%) believes companies should provide benefits to the shareholders who own them - and 72% name it as the single most-wanted loyalty enhancement.

More importantly, it works: shareholders with benefits compare competitors less, buy more, and stay longer. The Super Consumer - your loyal customer who is also a loyal shareholder - is the most valuable person in your ecosystem.

Now's the time to build an integrate shareholder loyalty and engagement strategy.

Stockperks - in partnership with Curation - can make loyalty built on ownership a reality, delivering a complete end-to-end model: Attract, Engage, Measure, and Retain your valuable retail investors.

Please contact us to explore further.

Cheers, Scott & the Stockperks team

✅Want the full data? Download the complete Q1 2026 Stockperks Shareholder Loyalty Survey report, or reach out to Scott at scott@stockperks.com to discuss a custom survey of our 300,000+ global users. Let's talk!