Category: Insights
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Jul 16, 2026 | 5 minutes read | Insights
Brinsupri's Build to $1 Billion
Insmed shares fell ~20% after its 1Q2026 earnings call despite reporting $207.9 million in Brinsupri revenue, ahead of VA consensus of $198 million. ...
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Jun 23, 2026 | 5 minutes read | Insights
Rhode's Summer 2026 Collection: The Biggest Launch in Brand History
The long-awaited Rhode summer collection has arrived, bringing a glowy, sun-kissed range of highlighters, blushes, and bronzers. The sales data shows...
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Jun 17, 2026 | 5 minutes read | Insights
How Consumer Edge Claims Data Forecasted 1Q2026 Pharma and MedTech Revenue
Consumer Edge's Phoenix pharmacy claims and Hydrus medical claims datasets provide visibility into utilization trends for a broad universe of therape...
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Jun 16, 2026 | 5 minutes read | Insights
Stop missing the inflection. Start getting the truth.
Every fundamental analyst covering a consumer name has had that moment. Watching a stock price crash through the floor and struggling to figure out w...
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May 14, 2026 | 5 minutes read | Insights
What 180 days of dark looks like
A continuous view of what investors and operators would and wouldn't see in a semiannual reporting world....
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May 11, 2026 | 5 minutes read | Insight Flash
Earnings Cycle Confirms Beef Pressure as Trade-Down Avenues Narrow Ahead of Grilling Season
The latest earnings cycle from the protein complex confirms the well-documented pressure on beef packers and persistent pricing growth, with manageme...
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May 6, 2026 | 5 minutes read | Insights
Spirit halts all flights. Consumer Edge data shows where their customers may go.
Spirit Airlines halted all flights at 3am ET Saturday, the first major U.S. carrier to shut down in nearly 25 years. Tens of thousands of passengers...
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May 5, 2026 | 5 minutes read | Insight Flash
Renters, Parents, and Older Millennials: The New Face of BNPL Growth
Consumer Edge data shows that Buy Now, Pay Later adoption hit fresh highs in Q1 2026, with penetration climbing across every demographic group vs. th...
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May 5, 2026 | 5 minutes read | Insight Flash
Where Are Gas Prices Actually Squeezing Spend?
California gas prices are back in the spotlight, with averages recently topping $6 per gallon. This follows a sharp run-up tied to the late-February ...
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Apr 30, 2026 | 5 minutes read | Insight Flash
Airline Booking Trends: Demand Pulled Forward?
The military conflict in the Middle East that began on February 28 has led to rising prices across the energy complex, and as a result, travelers are...
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Apr 28, 2026 | 5 minutes read | Insight Flash
Hotel K-Shape Remains Wide Post-Conflict as Consumers Trade Down Into Midscale
Airlines have dominated travel headlines since the February 28 Iran conflict began, as jet fuel prices have nearly doubled and carriers have announce...
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Apr 24, 2026 | 5 minutes read | Insight Flash
A Sub Above: Consumer Edge Data Reveals Strength Ahead of Jersey Mike’s IPO
Jersey Mike's Subs has quietly filed for an initial public offering, putting the nation's second-largest sub chain under the microscope at a critical...
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Apr 17, 2026 | 5 minutes read | Insight Flash
McDonald’s Expands Beverage Push, Heightening Competition Across Key Players
McDonald’s (MCD) plans to expand its beverage offerings nationwide later this year, introducing Refreshers and crafted sodas including the Red Bull...
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Apr 16, 2026 | 5 minutes read | Insight Flash
Beef Volumes Soften Ahead of Summer Grilling Season as Record Prices Test Consumer Resilience
The U.S. cattle herd has contracted for eight consecutive years, driving retail beef prices to successive all-time highs. CE Scanner data shows cente...
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Apr 16, 2026 | 5 minutes read | Insight Flash
Easter 2026: Baking Under Pressure
With the consumer under well-documented pressure due to the combination of persistent inflation and now rising gas prices, we leverage the daily gran...
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Apr 15, 2026 | 5 minutes read | Insight Flash
Gas Takes a Bigger Bite — For the First Time in Three Years
Since the U.S. and Israel launched military operations against Iran on February 28, the Strait of Hormuz has been effectively closed to tanker traffi...
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Apr 10, 2026 | 5 minutes read | Insight Flash
Is Perplexity's Agentic Bet Starting to Pay Off?
Perplexity is pivoting from AI-powered search toward agentic AI products and usage-based pricing, a shift that drove a 50% revenue surge in a single ...
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Apr 9, 2026 | 5 minutes read | Insight Flash
As Gas Prices Rise, Murphy USA Sees an Opportunity Beyond the Pump
When gas prices spike, consumers notice at the pump immediately. Rising fuel costs over the last several weeks have pushed shoppers toward the cheape...
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Apr 9, 2026 | 5 minutes read | Insight Flash
Does Shift to Small Sizes in Spirits Reflect Consumer Caution?
A key debate for beverage alcohol companies remains whether near-term pressure is structural or cyclical in nature. Beer and spirits companies are bo...
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Apr 7, 2026 | 5 minutes read | Insight Flash
Data suggests UK consumers are already pulling back on discretionary spend
Recent surveys of UK consumers point to a sharp deterioration in consumer confidence following the outbreak of the war in Iran, with households incre...
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Apr 7, 2026 | 5 minutes read | Insight Flash
Blank Street in talks to raise $100mn amid rising spend from younger consumers in the US and UK
Blank Street Coffee is in early discussions to raise $100mn or more in new funding, according to the Financial Times, in a deal that could value the ...
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Mar 31, 2026 | 5 minutes read | Insight Flash
Costco's Standalone Gas Station Plans Signal More Growth Ahead
Costco is set to open its first-ever standalone 40-pump gas station this June in Mission Viejo, California, with a second location planned for Honolu...
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Mar 26, 2026 | 5 minutes read | Insight Flash
The Premium Divide: What Airline Spending Data Reveals About Who's Still Flying Up Front
United Airlines is shrinking its economy cabin and betting bigger on premium — and Consumer Edge data helps explain why. ...
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Mar 20, 2026 | 5 minutes read | Insight Flash
As Gas Prices Surge, Americans Are Lining Up at the Pump — At Warehouse Clubs
Since the U.S. launched military operations against Iran on February 28, Americans are paying nearly 80 cents more per gallon every time they fill up...
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Mar 18, 2026 | 5 minutes read | Insight Flash
With UK fuel prices surging, where might shoppers cut back?
Petrol prices in the UK have surged to 18-month highs in recent days amid acute supply disruptions caused by the growing conflict in the Middle East ...
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Mar 18, 2026 | 5 minutes read | Insight Flash
Airlines: Rising Fares Signal Pricing Shift as Fuel Costs Surge
Delta Air Lines has raised its Q1 revenue guidance, with CEO Ed Bastian describing travel demand as “really, really great.” American Airlines ech...
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Mar 12, 2026 | 5 minutes read | Insight Flash
Q4 2025 Healthcare Earnings from Claims Data
Consumer Edge’s Phoenix pharmacy claims and Hydrus medical claims datasets provide visibility into volume trends for a broad universe of therapeuti...
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Mar 10, 2026 | 5 minutes read | Insight Flash
UK Discount Retail Checkup: B&M vs. Home Bargains as Poundland Retreats
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Mar 9, 2026 | 5 minutes read | Insight Flash
Washington Nicotine Pouch Tax Reveals Category Vulnerability as Tax Debate Spreads
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