Author: alejandra
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Mar 31, 2025 | 5 minutes read | All Posts
Consumer spending decelerated in March as discretionary categories struggled
Retail Trade and Food Services spending grew 0.6% YoY during the year-to-date period from January 1 to March 23, 2025, according to Earnest debit and...
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Mar 24, 2025 | 5 minutes read | All Posts
Discounters benefit, Target lags as high-earners trade down in 2025
Weakening spending was broad-based in the first few months of 2025. However, spending at Walmart, Dollar General, Dollar Tree, and Costco outgrew the...
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Mar 18, 2025 | 5 minutes read | All Posts
Old Navy, Shein, and TikTok Shop to benefit from Forever 21’s bankruptcy
Around 46% of Forever 21 customers shopped at Old Navy (GAP) last year, according to Earnest credit card data. Old Navy and Fast Fashion brands like ...
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Mar 4, 2025 | 5 minutes read | All Posts
February 2025 US Consumer Spending: economic blackout and slowing activity
February 2025 US consumer spending fell 3.4% YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. Part of the w...
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Feb 24, 2025 | 5 minutes read | All Posts
Mediterranean, Salad grow; Burger, Sandwich, Coffee restaurants decline in 4Q24
According to data measuring credit and debit card transactions in large restaurant chains across the US, restaurant spending saw improvements in Q4 2...
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Feb 19, 2025 | 5 minutes read | All Posts
DoorDash leads US delivery share, but some cities still competitive
By the end of 2024, DoorDash led the national food delivery market with a 60.7% share, ahead of Uber Eats (26.1%) and Grubhub (6.3%)....
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Feb 12, 2025 | 5 minutes read | All Posts
Mortgage payers outspent on home improvement, not furniture, in 2024
Home Improvement shoppers spend more in the 180 days before their first mortgage payment than in the 180 days after according to Earnest credit card ...
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Feb 10, 2025 | 5 minutes read | All Posts
Valentine’s Day flower sales could shift to FTD, other brands in 2025
1-800-Flowers is the largest flower service by sales headed into Valentine’s Day 2025, according to Earnest credit card data. However, the industry...
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Feb 10, 2025 | 5 minutes read | All Posts
January 2025 US Consumer Spending: fuel sales grew as spending slowed
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Feb 4, 2025 | 5 minutes read | All Posts
FanDuel, DraftKings on top, BetMGM may win share headed into Super Bowl
The number of sports betters grew 18.6% YoY in January 2025 according to Earnest debit and credit card data (see chart in Dash). Sustained user growt...
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Jan 15, 2025 | 5 minutes read | All Posts
LLY bridge program: Zepbound patients more willing to pay out-of-pocket
Eli Lilly (LLY) facilitated the rollout of both its blockbuster GLP-1 drugs Mounjaro and Zepbound with bridge programs to drive early sales. But the ...
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Jan 8, 2025 | 5 minutes read | All Posts
December 2024 US Consumer Spending: ecommerce, traditional retail surge
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Dec 16, 2024 | 5 minutes read | All Posts
Value, chicken fast casual chains buck lower restaurant traffic in 3Q24
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Dec 9, 2024 | 5 minutes read | All Posts
November 2024 US Consumer Spending: restaurants surge, apparel falls
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Dec 3, 2024 | 5 minutes read | All Posts
TikTok Shop won share, sales heading into Black Friday holiday 2024
TikTok Shop is taking share of holiday sales from the brands where its users are most likely to shop according to Earnest credit card data. The platf...
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Nov 5, 2024 | 5 minutes read | All Posts
October 2024 US Consumer Spending: Wholesale Clubs, Fast Food accelerate
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Oct 30, 2024 | 5 minutes read | All Posts
Early holiday events attract most loyal shoppers for Amazon, Walmart, Target
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Oct 25, 2024 | 5 minutes read | All Posts
Americans’ appetite for fresh foods drives consolidation in convenience stores
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Oct 23, 2024 | 5 minutes read | All Posts
Chick-fil-A, Checkers, Taco Bell could gain from McDonald’s E. Coli outbreak
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Oct 21, 2024 | 5 minutes read | All Posts
Blueprint poised to elevate Ayvakit to blockbuster status with rapid growth in ISM
Ayvakit quarterly unique patients grew 3x from 2Q23 to 2Q24 according to new research from Earnest pharmacy claims data. Ayvakit, a tyrosine kinase i...
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Oct 17, 2024 | 5 minutes read | All Posts
Wholesale clubs sales climb despite lower consumer hurricane spending
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Oct 15, 2024 | 5 minutes read | All Posts
Old Navy increased the number of discounted items more than most brands during back to school shopping
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Oct 10, 2024 | 5 minutes read | All Posts
Teen Apparel, Fashion Resale won the back to school shopping season
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Oct 7, 2024 | 5 minutes read | All Posts
Mytheresa’s Net-A-Porter acquisition consolidates ailing luxury ecommerce
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Oct 2, 2024 | 5 minutes read | All Posts
Hollister, Abercrombie, outperform; Nike, H&M fall this back to school season
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Sep 30, 2024 | 5 minutes read | All Posts
The Shift to Digital and Experiential Spending Continues to Shape Consumer Trends
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Sep 17, 2024 | 5 minutes read | All Posts
Madrigal cultivates Rezdiffra’s foothold in MASH as GLP-1 competitors seek approval
Rezdiffra (MDGL) was approved by the FDA in March 2024, as the first treatment approved for adults with noncirrhotic non-alcoholic steatohepatitis (N...
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Sep 16, 2024 | 5 minutes read | All Posts
The RealReal’s mid-market appeal could save it from a wider luxury slowdown
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Sep 11, 2024 | 5 minutes read | All Posts
Summer events account for highest percent of TikTok Shop, Amazon sales
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