Author: Harsh Masher

Harsh Masher

May 20, 2026 | 5 minutes read | Insight Market Hit

The TJX Companies, Inc. (TJX) reported U.S. quarterly sales growth of 7.4%, above consensus of 5.9% and close to Consumer Edge's Implied Reported Gro...

Harsh Masher

Apr 24, 2026 | 5 minutes read | Insight Flash

Jersey Mike's Subs has quietly filed for an initial public offering, putting the nation's second-largest sub chain under the microscope at a critical...

Harsh Masher

Apr 10, 2026 | 5 minutes read | Insight Flash

Perplexity is pivoting from AI-powered search toward agentic AI products and usage-based pricing, a shift that drove a 50% revenue surge in a single ...

Harsh Masher

Feb 27, 2026 | 5 minutes read | Insight Flash

On their Q4 2025 earnings call, ODD management guided Q1 2026 sales down approximately 30% year-over-year, citing challenges with new customer acquis...

Harsh Masher

Feb 19, 2026 | 5 minutes read | Insight Flash

The European Commission recently opened a formal investigation into Shein under the Digital Services Act, citing concerns over the sale of illegal pr...

Harsh Masher

Feb 13, 2026 | 5 minutes read | Insight Flash

Grocery delivery service Instacart (CART) recently reported gross transaction value (GTV) growth of +14.0%, very close to CE Implied Reported Growth ...

Harsh Masher

Feb 12, 2026 | 5 minutes read | Insight Flash

Concerns over high prices, a softening labor market, and tariff-related uncertainty have led to the lowest consumer confidence in years. With sentime...

Harsh Masher

Feb 9, 2026 | 5 minutes read | Insight Flash

Eddie Bauer's corporate parent, Catalyst Brands, is reportedly preparing to file for bankruptcy protection, which could result in the closure of all ...

Harsh Masher

Feb 2, 2026 | 5 minutes read | Insight Flash

Saks Global plans to shut all but about a dozen of the roughly 70 Saks OFF 5TH locations as part of its bankruptcy restructuring. The remaining store...

Harsh Masher

Nov 21, 2025 | 5 minutes read | Insight Flash

Secondhand-fashion online marketplace Vinted is exploring a share sale that could value the company at €8 billion, underscoring the resale market's...

Harsh Masher

Nov 3, 2025 | 5 minutes read | Insight Flash

Food affordability has become a critical economic and political issue as inflation has driven up grocery costs, forcing households to make difficult ...

Harsh Masher

Oct 28, 2025 | 5 minutes read | Insight Flash

The UK Treasury is expected to close a tax loophole that allows overseas retailers to send small packages worth less than £135 to the UK without bei...

Harsh Masher

Oct 9, 2025 | 5 minutes read | Insight Flash

BNPL adoption trends (buy now, pay later) have accelerated in 2025 as consumers embrace the flexibility of splitting purchases into installments with...

Harsh Masher

Sep 30, 2025 | 5 minutes read | Consumer>Retail

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Harsh Masher

Sep 22, 2025 | 5 minutes read | Insight Flash

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Harsh Masher

Sep 9, 2025 | 5 minutes read | Insight Flash

Dollar Tree recently reported revenue growth of +12.3%, close to Consumer Edge 1yr Implied Reported Growth of +12.1% and above consensus of +10.4%....

Harsh Masher

Aug 27, 2025 | 5 minutes read | Insight Flash

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Harsh Masher

Aug 12, 2025 | 5 minutes read | Insight Flash

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Harsh Masher

Jun 5, 2025 | 5 minutes read | Insight Flash

Tariff-related price hikes have become a significant concern for shoppers as companies across consumer sectors begin to pass along cost increases. Co...

Harsh Masher

May 27, 2025 | 5 minutes read | Insight Flash

Amazon CEO Andy Jassy, on Wednesday, May 21, commented that Amazon has not seen waning demand due to tariffs. Consumer Edge U.S. transaction data sho...