Tag: Apparel
Sep 4, 2026 | 5 minutes read | Insight Flash
Gap Gains With Younger Shoppers as Old Navy Feels the Squeeze
Last week’s results from Gap highlighted a widening divergence between two of its brands....
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Aug 18, 2026 | 5 minutes read | Insight Flash
TikTok Shop Reaches 2% of U.S. Online Retail Spend
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...
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Jun 5, 2026 | 5 minutes read | Insight Flash
Who stands to gain from a Shein and Temu levy?
UK retailers are pushing the government to act on a customs loophole that has handed Chinese fast-fashion giants a structural cost advantage. Consume...
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Jun 4, 2026 | 5 minutes read | Data Bite
Ulta's Share Gains Skew Toward Lower-Income, Younger Shoppers
Ulta is gaining dollar share across the board. Consumer Edge US consumer transaction data shows the retailer's share rose in every income and age coh...
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May 28, 2026 | 5 minutes read | Data Bite
Claude's Consumer Climb: Anthropic Captures 26% of AI Spend, Led by High Earners
Anthropic just raised $65 billion at a $965 billion valuation, passing OpenAI for the first time. Bloomberg reports the company expects to more than ...
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May 22, 2026 | 5 minutes read | Insight Flash
Inside Ross Stores' Q1 Beat: Share of Wallet Gains Across A Subindustry Already Beating Retail
Ross Stores reported sales growth of +21%, consistent with CE implied reported growth rate of +21% and well above consensus of +13%. CEO Jim Conroy n...
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May 18, 2026 | 5 minutes read | Data Bite
Shein is buying the customer they couldn't earn.
Shein is acquiring Everlane from L Catterton for roughly $100M. The easy story is the values clash. The data tells a sharper one....
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May 15, 2026 | 5 minutes read | Insight Flash
Student Loan Defaults Are Back. These Brands Are Most Exposed.
Since the U.S.–Iran conflict escalated in late February, consumers have faced a more challenging macro backdrop, including higher gas prices, firme...
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May 11, 2026 | 5 minutes read | Insight Flash
Consumer Spending Holds Up, but Cracks Are Now Emerging
Since the U.S.-Iran war began on February 28, consumers have faced mounting macro headwinds, including a sharp rise in gas prices and firmer inflatio...
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Jan 14, 2026 | 5 minutes read | News
Abercrombie Cuts Sales Outlook, Flags Weak Holiday Demand
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Jan 14, 2026 | 5 minutes read | News
Saks files for bankruptcy as it struggles to pay debts
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Jan 12, 2026 | 5 minutes read | News
Abercrombie, Birkenstock warning on cautious holiday spending weighs on retail shares
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Jan 8, 2026 | 5 minutes read | News
Gen Z proves most resilient as US apparel spending dips in 2025
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Jan 6, 2026 | 5 minutes read | News
Consumer Edge Data Reveals Value Brands Gain Ground as Apparel Demand Softens Heading Into 2026
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Oct 9, 2025 | 5 minutes read | Insight Flash
Key Apparel Indicators Signal Diverging Consumer Trends Heading Into the Holidays
As the crucial holiday shopping season approaches, two emerging trends in the apparel sector stand out: sharply diverging spending patterns by income...
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Oct 2, 2025 | 5 minutes read | Insight Flash
NikeSKIMS Launch: What Consumer Edge Data Reveals About the Impact on SKIMS
The launch of NikeSKIMS is already making waves in the market, and Consumer Edge credit and debit card data provides an early look at just how much m...
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Sep 20, 2025 | 5 minutes read | News
Smaller Discounts and Earlier Sales: What to Expect this Holiday Season
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Jan 13, 2025 | 5 minutes read | News
Consumer Edge Reports 3 Percent Decline in U.S. Consumer Spending on Apparel, Accessories and Footwear Year-Over-Year
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Dec 3, 2024 | 5 minutes read | All Posts
Alo Yoga is officially disrupting Lululemon in 2024
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...
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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 25, 2024 | 5 minutes read | All Posts
Early holiday spend falls compared to 2023 after early promotions
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 ...
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Nov 18, 2024 | 5 minutes read | All Posts
As holiday consumer spending falls, TikTok Shop grows
According to Earnest’s holiday consumer spending data, Chinese ecommerce brands have so far outperformed other retailers this holiday season. TikTo...
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Jun 7, 2024 | 5 minutes read | Insight Market Hit
Off-Price, On-Mark: Tracking TJX and ROST Revenue Growth
Following another quarter of sales growth, off-price retailers TJX and ROST cited increased traffic and marketability across age demographics as driv...
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Mar 13, 2024 | 5 minutes read | All Posts
Home Furnishing, Auto Parts, and Electronics benefiting most from tax season despite late start, fewer refunds
Through the first 33 days of the tax filing season*, the number of refunds and their average size fell 11.6% and 2.4% YoY, respectively, in Earnest A...
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Feb 26, 2024 | 5 minutes read | Insight Market Hit
Shuffling Off: CE Data Tracks VFC Revenue Miss
VF Corporation (VFC), a leading global portfolio of active lifestyle brands, recent reported earnings. As CE Transact data accurately identified Vans...
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Feb 15, 2024 | 5 minutes read | Insight Flash
H&M Faces Mounting Challenges in Europe - Who's Taking Share in Fast Fashion?
H&M recently announced plans to close nearly a quarter of its stores in Spain as it re-evaluates its competitive position in the country - but what d...
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Jan 17, 2024 | 5 minutes read | Product Features
Explore Competitive Benchmarking with Alternative Data
Staying ahead of the competition is an ongoing challenge in the corporate world. In a sea of data and purported solutions for better understanding ho...
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