Category: Consumer>Macro
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Apr 14, 2025 | 5 minutes read | All Posts
Egg prices dip after record highs; Cal-Maine faces investigation
Amid the ongoing avian flu outbreak and resulting egg shortage, this year’s Easter holiday is shaping up to be associated with high egg prices. Acc...
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Apr 9, 2025 | 5 minutes read | All Posts
Gen Merch slowing in 2025 after modest growth in 2024
Consumers spent 3.6% more on General Merchandise in 2024 vs 2023 according to Earnest transaction data. This represents a moderate acceleration from ...
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Apr 8, 2025 | 5 minutes read | All Posts
Consumers are pulling back at restaurants so far in 2025
Food Service & Drinking Places spending grew 0.5% YoY between January 1 and March 23, 2025, according to Earnest debit and credit card data. That mea...
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Apr 7, 2025 | 5 minutes read | All Posts
March 2025 US Consumer Spending: second month of flat growth
March 2025 US consumer spending was essentially flat YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. This ...
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Apr 2, 2025 | 5 minutes read | All Posts
Temu’s disruption may have been transitory, 2025 data shows
Temu’s meteoric rise shortly after entering the US market in September 2022 generated numerous alarming headlines. They suggested the US retail lan...
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Apr 1, 2025 | 5 minutes read | All Posts
NYC’s Central Business District largely performing in-line with region despite congestion pricing
New York City’s congestion pricing program began January 5, 2025. The increase immediately drove an increase in EZ-Pass sales (see data in Dash). S...
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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 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 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
January 2025 US Consumer Spending: fuel sales grew as spending slowed
Access chart in Dash....
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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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Jan 6, 2025 | 5 minutes read | All Posts
TikTok Shop, Shein, and Temu won the holidays in 2024
Consumer spending grew 2.5% YoY during the 2024 holiday season according to Earnest credit card data. This marks an acceleration from 2023, which gre...
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Dec 17, 2024 | 5 minutes read | All Posts
High income shoppers pull back in 2024 holiday season
Holiday spending was flat for earners making between $40k-$150k so far in 2024 (see chart notes for details). The lowest and highest earners, below $...
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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 11, 2024 | 5 minutes read | All Posts
Student loan payers outperforming in the 2024 holiday season
Active Student Loan Payers outperformed non-payers by 2.1 points across major holiday spending categories according to Earnest Orion transaction data...
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Dec 9, 2024 | 5 minutes read | All Posts
Holiday spending is flat so far in 2024, TikTok Shop pulls ahead
Holiday consumer spending grew 0.1% YoY between November 1st and December 4th according to Earnest credit card data. This marks a deceleration from 2...
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Dec 9, 2024 | 5 minutes read | All Posts
November 2024 US Consumer Spending: restaurants surge, apparel falls
Access chart in Dash....
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Dec 5, 2024 | 5 minutes read | All Posts
Black Friday spending rose 0.2% YoY, shopping shifts to weekend
Black Friday debit and credit card spending rose 0.2% YoY according to Earnest transaction data. The acceleration comes after lackluster spending in ...
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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 25, 2024 | 5 minutes read | All Posts
Americans’ appetite for fresh foods drives consolidation in convenience stores
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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
Contact Sales for details. ...
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Oct 10, 2024 | 5 minutes read | All Posts
Teen Apparel, Fashion Resale won the back to school shopping season
Access data in Dash....
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Oct 7, 2024 | 5 minutes read | All Posts
September 2024 US Consumer Spending: fuel sales drag growth
Access chart in Dash....
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Oct 2, 2024 | 5 minutes read | All Posts
Hollister, Abercrombie, outperform; Nike, H&M fall this back to school season
See data in Dash....
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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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