Paizo recently released a book that really expanded out options for players, something they hadn't done for a while (not since the core rulebook anyhow). At the same time, Wizards came out with red box and psionic power, which might be a far more limited audience.
One of the things I can't quite figure out is how Paizo is in competition with the FLGS, and yet the stores still report good sales. You can buy the books at the FLGS, sure, but if you buy them from Paizo, you get the PDF too. Plus if you subscribe you get a discount on the products. Perhaps the margin is really good on Paizo books?
I think competition is good, it keeps you on your toes. So, non-quantitative data or not, congratulations to Paizo, keep up the good work.