Category: Consumer>Retail

Apr 16, 2025 | 5 minutes read | All Posts

Sales continue to grow in 2025 headed into a potential Shein IPO according to Earnest credit card transaction data. Sales accelerated at the Chinese ...

Apr 15, 2025 | 5 minutes read | All Posts

Consumer spending at Clothing and Accessories establishments fell 3.9% YoY between January 1 and March 23, 2025, according to Earnest debit and credi...

Apr 14, 2025 | 5 minutes read | All Posts

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...

Apr 9, 2025 | 5 minutes read | All Posts

Consumers spent 3.6% more on General Merchandise in 2024 vs 2023 according to Earnest transaction data. This represents a moderate acceleration from ...

Apr 2, 2025 | 5 minutes read | All Posts

Temu’s meteoric rise shortly after entering the US market in September 2022 generated numerous alarming headlines. They suggested the US retail lan...

alejandra

Apr 1, 2025 | 5 minutes read | All Posts

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...

alejandra

Mar 31, 2025 | 5 minutes read | All Posts

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...

alejandra

Mar 24, 2025 | 5 minutes read | All Posts

Weakening spending was broad-based in the first few months of 2025. However, spending at Walmart, Dollar General, Dollar Tree, and Costco outgrew the...

Mar 19, 2025 | 5 minutes read | All Posts

Approximately 23% of Walmart customers used Affirm, at Walmart or elsewhere, in the last year according to Earnest debit and credit card transaction ...

alejandra

Mar 18, 2025 | 5 minutes read | All Posts

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 ...

Mar 10, 2025 | 5 minutes read | All Posts

Shein’s US sales growth decelerated from 22.0% YoY to 9.6% YoY between the weeks ended February 1st and February 15th according to Earnest debit an...

Feb 13, 2025 | 5 minutes read | All Posts

Athletic Brewing is the self-proclaimed number one nonalcoholic (NA) beer in the country. Sales at the beverage maker surged 26% in January 2025 comp...

alejandra

Feb 12, 2025 | 5 minutes read | All Posts

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 ...

alejandra

Feb 10, 2025 | 5 minutes read | All Posts

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...

Jan 16, 2025 | 5 minutes read | All Posts

The egg industry is currently facing a significant shortage, which has driven egg prices to soar by 28% year-over-year (YoY) during the first 13 days...

Jan 15, 2025 | 5 minutes read | All Posts

TJX Companies' (TJX) expansion strategy is reshaping several markets in the retailer’s favor according to Earnest credit card data. TJX CEO Ernie H...

Jan 9, 2025 | 5 minutes read | All Posts

TikTok Shop took the market by storm in just two years. The social media platform sold more merchandise than Sephora [LVMUY] in late 2024 according t...

Jan 6, 2025 | 5 minutes read | All Posts

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...

Dec 17, 2024 | 5 minutes read | All Posts

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 $...

Dec 9, 2024 | 5 minutes read | All Posts

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...

Dec 5, 2024 | 5 minutes read | All Posts

Black Friday debit and credit card spending rose 0.2% YoY according to Earnest transaction data. The acceleration comes after lackluster spending in ...

Dec 3, 2024 | 5 minutes read | All Posts

Lululemon customers are spending more at Alo Yoga than at Lululemon according to new findings from Earnest credit card data. Six years after their fi...

alejandra

Dec 3, 2024 | 5 minutes read | All Posts

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...

Nov 25, 2024 | 5 minutes read | All Posts

Holiday consumer spending is down 1.4% this season compared to 2023 according to Earnest credit card data. Spending from Nov 1-13 shows that holiday ...

Nov 18, 2024 | 5 minutes read | All Posts

According to Earnest’s holiday consumer spending data, Chinese ecommerce brands have so far outperformed other retailers this holiday season. TikTo...

Nov 12, 2024 | 5 minutes read | All Posts

In the eyewear market, Luxottica is losing share to Warby Parker and other small brands according to Earnest credit card data. EssilorLuxottica (“L...

Nov 11, 2024 | 5 minutes read | All Posts

According to Earnest transaction data, big box retailers Walmart and Amazon had the highest percentage of shoppers participating in their early holid...

Nov 6, 2024 | 5 minutes read | All Posts

McDonald’s E. coli outbreak sank sales in four of the main states affected, decelerating 7.2 points to -12.5% YoY on a trailing-4 week basis from O...

alejandra

Oct 30, 2024 | 5 minutes read | All Posts

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