Author: Jordan Von Tress
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Jun 4, 2026 | 5 minutes read | Data Bite
Ulta's Share Gains Skew Toward Lower-Income, Younger Shoppers
Ulta is gaining dollar share across the board. Consumer Edge US consumer transaction data shows the retailer's share rose in every income and age coh...
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May 28, 2026 | 5 minutes read | Data Bite
Claude's Consumer Climb: Anthropic Captures 26% of AI Spend, Led by High Earners
Anthropic just raised $65 billion at a $965 billion valuation, passing OpenAI for the first time. Bloomberg reports the company expects to more than ...
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May 27, 2026 | 5 minutes read | All Posts
Taurus is Live. Claims and Hospital Purchase Data Now In One Platform.
Until today, healthcare claims and hospital purchase data have lived with separate vendors in separate platforms. These key healthcare data types arr...
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May 18, 2026 | 5 minutes read | Data Bite
Shein is buying the customer they couldn't earn.
Shein is acquiring Everlane from L Catterton for roughly $100M. The easy story is the values clash. The data tells a sharper one....
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Apr 30, 2026 | 5 minutes read | Data Bite
Starbucks' Q2 Beat: What the Spending Data Shows
Starbucks just posted Q2 North America comparable sales of +7.1%, beating the Street's +4.5% on both transactions and ticket. Consumer Edge data show...
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Apr 28, 2026 | 5 minutes read | All Posts
Why Every Insights Strategy Leader Needs a Thought Partner
Every consumer insights or strategy leader has had the moment. A question comes in from leadership. A pricing call. A competitive scare. An earnings-...
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Apr 17, 2026 | 5 minutes read | Uncategorized
AI's Share of Wallet Is Still Up for Grabs
Allbirds made headlines this week by selling its footwear business and rebranding as an AI infrastructure company. The stock surged. But the move poi...
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Apr 15, 2026 | 5 minutes read | Data Bite
American Eagle's Sweeney Effect: What the Spending Data Shows
American Eagle's second Sydney Sweeney campaign just launched. Our credit and debit card data shows the first one did more than drive a short-term bu...
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Apr 2, 2026 | 5 minutes read | Uncategorized
BBBY Goes Where Its Customers Already Are
Bed Bath & Beyond (BBBY) is acquiring The Container Store, adding 100+ stores and over 2.2 million square feet of retail space to its home ecosystem....
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Apr 1, 2026 | 5 minutes read | Uncategorized
Wayfair Opened One Store. In-Store Sales Are Up 10x. Atlanta Is Next.
Wayfair (W) opened its first large-format retail store outside of Chicago in early 2024. Consumer Edge transaction data tracked what happened next....
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Mar 31, 2026 | 5 minutes read | Data Bite
Wearables Are Surging. Whoop's $575M Raise Is the Latest Signal.
Whoop raised $575 million in Series G funding at a $10.1 billion valuation, backed by investors including Abbott (ABT) and Mayo Clinic alongside athl...
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Mar 23, 2026 | 5 minutes read | Data Bite
It's Bracket Season. The Sports Betting Market Has Its Own Picks.
With March Madness underway, sports betting is entering one of its highest-volume stretches of the year. Spend data from the past 12 months shows a m...
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