Tag: CE Vantage

Michael Gunther

May 13, 2025 | 5 minutes read | Insight Flash

Sally Beauty Holdings (SBH) reported US sales declined -2.8%, consistent with the CE Vantage forecast of -2.8% and below consensus of -0.8%. Manageme...

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...

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...

Katherine Bjorkman

Nov 3, 2023 | 5 minutes read | Insight Market Hit

Online marketplace Amazon (AMZN) recently reported North America sales growth of 11%, in-line with CE implied reported growth of 11.1% beating consen...