Author: Katherine Bjorkman

Katherine Bjorkman

Oct 28, 2024 | 5 minutes read | Insight Flash

CE global transaction data shows Beauty Products spend growth in both the US and Europe continued to slow down in Q3, although the pace of the declin...

Katherine Bjorkman

Oct 23, 2024 | 5 minutes read | Insight Market Hit

In its preliminary report, Starbucks blamed its weaker-than-expected results on soft demand. Despite key investments to engage customers with more fr...

Katherine Bjorkman

Oct 22, 2024 | 5 minutes read | Insight Flash

Following the Peloton (PTON) x Costco (COST) partnership announcement for the 2024 holiday season, we leverage CE data to explore potential benefits ...

Katherine Bjorkman

Sep 16, 2024 | 5 minutes read | Insight Market Hit

With the 2024 school year just starting in the US, we leverage CE transaction data to determine which brands are most dependent on households with ch...

Katherine Bjorkman

Sep 4, 2024 | 5 minutes read | Insight Market Hit

In its recent earnings call, Ulta Beauty commented that the tough consumer and competitive landscape led to its earnings miss. In this report, we lev...

Katherine Bjorkman

Jul 25, 2024 | 5 minutes read | Insight Flash

Consumer Edge U.S. Transaction Data provides visibility into spending trends at over 13,000 brands, ranging from large multinational companies to sma...

Katherine Bjorkman

Jul 12, 2024 | 5 minutes read | Insight Flash

With the recent news of Saks Fifth Avenue’s intent to acquire fellow luxury department stores Neiman Marcus and Bergdorf Goodman, we leverage CE da...

Katherine Bjorkman

Jun 28, 2024 | 5 minutes read | Insight Flash

With Jack in the Box’s planned expansion into Georgia making news in recent weeks, we leverage Consumer Edge data to explore the health and competi...

Katherine Bjorkman

Jun 24, 2024 | 5 minutes read | Insight Market Hit

As consumers still face uncertain macroeconomic conditions, Darden Restaurants (DRI) continues to outperform the Casual Dining sub-industry, driven b...

Katherine Bjorkman

Jun 3, 2024 | 5 minutes read | Insight Market Hit

In its recent earnings call following its sales beat, Dick’s Sporting Goods (DKS) described an optimistic environment where consumers are bouncing ...

Katherine Bjorkman

May 17, 2024 | 5 minutes read | Insight Market Hit

Consumer Edge's US transaction data was predictive of European Wax Center’s (EWCZ) systemwide sales miss, as the salon reported +1.3% year over yea...

Katherine Bjorkman

May 16, 2024 | 5 minutes read | Insight Flash

Uber recently announced a strategic partnership to bring Uber Eats restaurant delivery to Instacart customers. As UberEats and many other restaurant ...

Katherine Bjorkman

May 14, 2024 | 5 minutes read | Insight Flash

StubHub, a longtime player in the event ticket sales industry, is reportedly going public this summer. The Event Ticket Sales sub-industry saw rapid ...

Katherine Bjorkman

May 13, 2024 | 5 minutes read | Insight Flash

Shein announced that the company is accepting in-person returns at Forever 21 stores, and with a return, customers are given a discount on their next...

Katherine Bjorkman

May 1, 2024 | 5 minutes read | Insight Market Hit

Consumer Edge US Transaction data was predictive of Starbucks (SBUX) sales miss, as the coffee chain reported flat total sales growth, close to CE Im...

Katherine Bjorkman

Apr 30, 2024 | 5 minutes read | Insight Flash

CE transaction data enables cross-shop analytics for companies and the private investors that advise them that inform wholesale and partnership strat...

Katherine Bjorkman

Apr 22, 2024 | 5 minutes read | Insight Flash

Blackstone is reportedly in talks to acquire Jersey Mike’s Subs, a company known for its fresh cut meats and cheeses and made to order grilled subs...

Katherine Bjorkman

Apr 8, 2024 | 5 minutes read | Insight Flash

An analysis of the top 25 fastest-growing DTC beauty brands reveals key trends of cruelty-free/clean beauty, dermatologist-recommended beauty, and ce...

Katherine Bjorkman

Apr 4, 2024 | 5 minutes read | Insight Flash

March Madness is one of the biggest sports betting events of the year and is critical in the arms race for new bettors. Using Consumer Edge transacti...

Katherine Bjorkman

Mar 26, 2024 | 5 minutes read | Insight Market Hit

In its recent earnings call following its sales miss, Darden Restaurants (DRI) described a tough operating environment where lower-income consumers a...

Katherine Bjorkman

Mar 25, 2024 | 5 minutes read | Insight Market Hit

Following SIG’s revenue miss, management cited independent and lower-price jewelers driving lower average tickets amongst its banners.  CE data sh...

Katherine Bjorkman

Mar 21, 2024 | 5 minutes read | Insight Flash

In light of Macy’s announcement that they plan to close 150 underperforming Macy’s locations through 2026 and open 45 Bloomingdale’s and Blueme...

Katherine Bjorkman

Mar 5, 2024 | 5 minutes read | Insight Flash

Super Bowl Sunday offers a rare opportunity for restaurants and third-party delivery providers to attract new customers and gain market share as Amer...

Katherine Bjorkman

Mar 1, 2024 | 5 minutes read | Insight Flash

Historic California rainstorms that primarily fell during the week of February 4th, 2024, lasted several days and dampened brick and mortar sales thr...

Katherine Bjorkman

Feb 23, 2024 | 5 minutes read | Insight Flash

Consumer Edge data reveals that the global footwear and athletic wear subindustry has been losing steam. As many consumers shift away from spending a...

Katherine Bjorkman

Feb 21, 2024 | 5 minutes read | Insight Flash

With the success of last summer's 'Barbenheimer' along with other top-rated films, streaming platforms can now capitalize on their success, as cinema...

Katherine Bjorkman

Feb 14, 2024 | 5 minutes read | Insight Flash

Data is our love language, and CE spending data reveals which brands are most dependent on Valentine’s Day for a sales boost, with notable takeaway...

Katherine Bjorkman

Feb 13, 2024 | 5 minutes read | Insight Flash

CE data examines if McDonald’s new brand, CosMc’s, brings in new customers. Using CSA-level data, CE shows that CosMc’s attracts non-McDonaldâ€...

Katherine Bjorkman

Dec 20, 2023 | 5 minutes read | Insight Flash

CE data reveals that every restaurant sub-industry saw October traffic declines and all but Quick Service - Pizza accelerated into November. The curr...