Category: Insight Market Hit

Matthew Volpe

Jan 16, 2026 | 5 minutes read | Insight Market Hit

UK home furnishings retailer Dunelm (DNLM) reported disappointing results for its fiscal 2026Q2 this morning, with total sales growth of +1.6% over t...

Michael Gunther

Jul 23, 2025 | 5 minutes read | Insight Market Hit

Overview...

Matthew Volpe

Jul 22, 2025 | 5 minutes read | Insight Market Hit

The UK grocery space has become increasingly competitive in recent years, as tighter consumer budgets and aggressive pricing strategies from discount...

Matthew Volpe

Jul 16, 2025 | 5 minutes read | Insight Market Hit

UK discounter B&M reported disappointing results for its April - June quarter in a trading update yesterday, sending shares down by 6%. Consumer Edge...

Matthew Volpe

Jul 3, 2025 | 5 minutes read | Insight Market Hit

UK bakery chain Greggs saw its stock tumble yesterday after reporting first-half results that fell short of market expectations – a result that was...

Matthew Volpe

Jun 24, 2025 | 5 minutes read | Insight Market Hit

The UK grocery space has become increasingly competitive in recent years, as tighter consumer budgets and aggressive pricing strategies from discount...

Matthew Volpe

Jun 12, 2025 | 5 minutes read | Insight Market Hit

US chicken restaurant Dave’s Hot Chicken is hitting headlines after a remarkable 8-year growth journey culminated in the chain’s acquisition by S...

Matthew Volpe

Jun 3, 2025 | 5 minutes read | Insight Market Hit

This morning, Dollar General reported better-than-expected revenue growth and raised its full-year guidance. The company's value proposition is provi...

Michael Gunther

May 22, 2025 | 5 minutes read | Insight Market Hit

General merchandise retailer Target Corporation (TGT) recently reported a revenue decline of -2.8%, close to CE Implied Reported growth of -2.2%, and...

Cheryl Williams

May 1, 2025 | 5 minutes read | Insight Market Hit

SBUX recently reported 2025 Q2 same-store sales (SSS) growth down -2%, roughly in-line with Consumer Edge (CE) Implied Reported Growth of -1.3% and b...

Michael Gunther

Apr 24, 2025 | 5 minutes read | Insight Market Hit

Chipotle (CMG) served up disappointing 2025 Q1 results, and Consumer Edge US Transaction data reflected the miss. The fast-casual giant reported a +6...

Michael Gunther

Jan 29, 2025 | 5 minutes read | Insight Market Hit

Consumer Edge US Transaction data was predictive of Brinker International’s (EAT) sales beat, as the casual dining chain reported +27% sales growth...

Michael Gunther

Dec 5, 2024 | 5 minutes read | Insight Market Hit

Following FIVE’s revenue beat, management noted widespread growth across the company. CE Cohort data shows that one advantage contributing to this ...

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

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...

Michael Gunther

Sep 10, 2024 | 5 minutes read | Insight Market Hit

CE’s newly refined Vantage - Forecast tool accurately captured the miss in LULU reported revenue, relative to guidance, for Q2 ‘24. Improvements ...

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...

Michael Gunther

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

Following TJX’s sales beat, management cited its strength of appealing across age and income demographics.  However, CE Cohort data, shows a decli...

Michael Gunther

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

Consumer Edge’s US transaction data was predictive of European Wax Center’s (EWCZ) system-wide sales miss, as the beauty service chain reported +...

Michael Gunther

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

Consumer Edge US Transaction data was predictive of Chipotle’s (CMG) sales beat, as the fast casual Mexican chain reported +18.1% sales growth, clo...

Michael Gunther

Jul 19, 2024 | 5 minutes read | Insight Market Hit

Consumer Edge’s (CE) UK transaction data has once again proven its utility for investors. B&M reported total sales growth of +2.4% year-over-year, ...

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...

Michael Gunther

Jun 7, 2024 | 5 minutes read | Insight Market Hit

Following another quarter of sales growth, off-price retailers TJX and ROST cited increased traffic and marketability across age demographics as driv...

Michael Gunther

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

Consumer Edge US Transact data accurately tracked Kohl’s revenue miss and the contributing trends underpinning it, as flagged by company management...

Michael Gunther

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

In the wake of ANF’s revenue beat, management spoke about how a less promotional agenda was a major driver behind stronger-than-expected revenue gr...

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 ...

Michael Gunther

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

Following Macy’s total sales decline, management cited strategies for boosting growth. Two major challenges that Macy’s and other department stor...

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...

Michael Gunther

May 10, 2024 | 5 minutes read | Insight Market Hit

Consumer Edge US Transaction data was predictive of Dutch Bros (BROS) system-wide sales beat, as the coffee chain reported 31% system-wide sales grow...