Category: Insight Flash

Michael Gunther

Oct 1, 2026 | 5 minutes read | Insight Flash

SHEIN reported its first results as a public company this week, with profitability under pressure and sales declining in both the U.S. and Europe....

Michael Gunther

Sep 29, 2026 | 5 minutes read | Insight Flash

With the housing market still struggling to regain momentum, the type of home furnishing purchase appears to matter more. The average 30-year mortgag...

Sarah Hoskins

Sep 25, 2026 | 5 minutes read | Insight Flash

According to Business Insider, Amazon’s Project Mercury aims to open more than 1,000 same-day fulfillment centers by 2031, putting 80% of Prime cus...

Michael Gunther

Sep 21, 2026 | 5 minutes read | Insight Flash

Recent calls from AI industry leaders to slow the pace of frontier development, and the reaction that followed, raise a question we’ve been trackin...

Michael Gunther

Sep 17, 2026 | 5 minutes read | Insight Flash

The latest surge in oil prices is creating another potential source of pressure on U.S. consumers, but the squeeze at the pump did not begin with the ...

Michael Gunther

Sep 16, 2026 | 5 minutes read | Insight Flash

AEO’s results highlight continued strength at Aerie, but Consumer Edge data adds an interesting demographic wrinkle. The combined American Eagle, A...

Harsh Masher

Sep 11, 2026 | 5 minutes read | Insight Flash

Smart-ring maker Oura filed to go public last week, giving investors their first detailed look at the rapidly growing wearable company. The filing hi...

Michael Gunther

Sep 4, 2026 | 5 minutes read | Insight Flash

Last week’s results from Gap highlighted a widening divergence between two of its brands....

Michael Gunther

Sep 3, 2026 | 5 minutes read | Insight Flash

Shein made its long-awaited public market debut in Hong Kong this week, coming as the company faces a more challenging growth environment, with Consu...

Michael Gunther

Aug 27, 2026 | 5 minutes read | Insight Flash

Chipotle’s School Spirit BOGO delivered record-breaking results on August 20, becoming the company’s #1 BOGO of all time, with more than 25% more...

Michael Gunther

Aug 21, 2026 | 5 minutes read | Insight Flash

Is Target’s refreshed back-to-school strategy resonating with families? Our data suggests it may be....

Michael Gunther

Aug 20, 2026 | 5 minutes read | Insight Flash

Results from The Home Depot and Lowe’s Companies, Inc. reinforce a theme we’ve been seeing in the data for some time: the housing market remains ...

Michael Gunther

Aug 18, 2026 | 5 minutes read | Insight Flash

In January we wrote that TikTok Shop had reached a meaningful share of U.S. retail spend at roughly 1.5% of online retail spend in Q4 2025. Seven mon...

Grace Carlson

Aug 12, 2026 | 5 minutes read | Insight Flash

Cyclosporiasis, an intestinal infection induced by the parasite Cyclospora Cayetanensis, has made headlines in recent weeks as cases have surged acro...

Michael Gunther

Aug 5, 2026 | 5 minutes read | Insight Flash

Wayfair has outperformed the broader U.S. home furnishings industry for six consecutive quarters....

Michael Gunther

Aug 5, 2026 | 5 minutes read | Insight Flash

McDonald’s earnings reinforced trends we’ve been seeing in our consumer spending data. Holiday promotions drove broad-based and robust share gain...

Michael Gunther

Jul 30, 2026 | 5 minutes read | Insight Flash

Taco Bell's sales slowed sharply in mid-July as the brand became the subject of Cyclospora-related headlines. It's important to view that slowdown in...

Michael Gunther

Jul 27, 2026 | 5 minutes read | Insight Flash

Shein's share of UK apparel, accessories, and footwear spending has climbed from 1.8% in 2022Q1 to 7.6% in 2026Q2, well above its 5.0% share in the U...

Michael Gunther

Jul 27, 2026 | 5 minutes read | Insight Flash

Cracker Barrel CEO Julie Felss Masino is stepping down, less than a year after the rebrand that sent the chain’s most loyal customers elsewhere. As...

Michael Gunther

Jul 24, 2026 | 5 minutes read | Insight Flash

Shein's share of U.S. apparel, accessories, and footwear spending has turned negative year over year for three consecutive quarters, after climbing s...

Michael Gunther

Jul 24, 2026 | 5 minutes read | Insight Flash

Gas prices crossed $4 per gallon last week for the first time in more than a month, and Brent crude briefly topped $90 as the conflict with Iran esca...

Michael Gunther

Jul 10, 2026 | 5 minutes read | Insight Flash

Prime Day 2026 delivered another record event, with Adobe estimating U.S. online spending reached $26.4 billion, topping expectations and growing mor...

Michael Gunther

Jul 7, 2026 | 5 minutes read | Insight Flash

The first World Cup on US soil has arrived at a fascinating moment for American sports betting. Consumer Edge US Transaction Data shows a market that...

Alex Jarombek

Jul 7, 2026 | 5 minutes read | Insight Flash

CE Scanner data shows centerstore beef dollar sales growth slowing to +9% y/y in the latest 4 weeks ending 6/14 as the category increasingly leans on...

Michael Gunther

Jun 25, 2026 | 5 minutes read | Insight Flash

Consumer Edge data shows that adoption of paid AI subscriptions among consumers is growing rapidly across all income and age groups, with the percent...

Michael Gunther

Jun 17, 2026 | 5 minutes read | Insight Flash

Gas prices have risen sharply since the start of the Iran war, raising concerns about discretionary spending as consumers have less money left over a...

Michael Gunther

Jun 11, 2026 | 5 minutes read | Insight Flash

The airline pricing shift Consumer Edge data began to reflect in March has accelerated in recent weeks. Jet fuel roughly doubled in under three month...

Michael Gunther

Jun 11, 2026 | 5 minutes read | Insight Flash

Spirit Airlines ceased operations on May 2, shaking up the industry and leaving some travelers either stranded or looking for new carriers to fly. Ce...

Michael Gunther

Jun 11, 2026 | 5 minutes read | Insight Flash

Cracker Barrel reported better than expected fiscal Q3 results, with total revenue down -2.9%, a meaningful improvement vs. the prior quarter. Consum...