Tag: Consumer Spending
Oct 2, 2026 | 5 minutes read | Insight Flash
Nike Still Under-Indexes With Women, But Is That Starting to Change?
Nike is still working through a turnaround, but some of the pressure reflects a difficult backdrop for the category as well. Consumer Edge data shows...
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Oct 1, 2026 | 5 minutes read | Insight Flash
Shein Shoppers Are Shifting Apparel Spend Toward Resale
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....
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Sep 29, 2026 | 5 minutes read | Insight Flash
Housing Market Pressure Is Widening the Divide in Home Furnishings
With the housing market still struggling to regain momentum, the type of home furnishing purchase appears to matter more. The average 30-year mortgag...
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Sep 28, 2026 | 5 minutes read | Product Features
US Transact T+2: Redefining the Speed vs. Accuracy Tradeoff
How US Transact T+2 changes the timeline for quant and speed-focused investors...
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Sep 25, 2026 | 5 minutes read | Insight Flash
Amazon’s Same-Day Push: Early Signals from Consumer Edge Transaction Data
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...
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Sep 21, 2026 | 5 minutes read | Insight Flash
Consumer AI Spend Shows No Slowdown as the Industry Calls for One
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...
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Sep 17, 2026 | 5 minutes read | Insight Flash
Gas Was Already Reshaping Consumer Wallets Before the Latest Oil Surge
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 ...
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Sep 16, 2026 | 5 minutes read | Insight Flash
AEO Shows Recent Relative Weakness With Younger Shoppers
AEO’s results highlight continued strength at Aerie, but Consumer Edge data adds an interesting demographic wrinkle. The combined American Eagle, A...
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Sep 15, 2026 | 5 minutes read | Insights
Ocado, M&S Food and Lidl Keep Winning as Petrol Costs Squeeze UK Shoppers
The UK grocery space remains fiercely competitive in 2026, as shifting shopper preferences toward online delivery and convenience formats, pressured ...
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Sep 11, 2026 | 5 minutes read | Insight Flash
Track This: Oura Files For IPO
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...
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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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Sep 3, 2026 | 5 minutes read | Insight Flash
Shein Debuts in Hong Kong as Its Western Share Gains Stall
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...
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Aug 27, 2026 | 5 minutes read | Insight Flash
Chipotle’s School Spirit BOGO Set a Company Record. Here’s Where It Landed.
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...
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Aug 24, 2026 | 5 minutes read | Insights
What Taco Bell Bought With a $1 Mexican Pizza
Taco Bell entered the second half of July with a parasite outbreak interrupting more than two years of momentum. On July 28th, it offered its Mexican...
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Aug 21, 2026 | 5 minutes read | Insight Flash
Is Target’s Back-to-School Reset Resonating? The Data Says Maybe
Is Target’s refreshed back-to-school strategy resonating with families? Our data suggests it may be....
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Aug 20, 2026 | 5 minutes read | Insight Flash
Home Improvement Demand Stays Soft as Average Ticket Climbs
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 ...
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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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Aug 5, 2026 | 5 minutes read | Insight Flash
Wayfair Outpaces the Home Furnishings Industry for a Sixth Straight Quarter
Wayfair has outperformed the broader U.S. home furnishings industry for six consecutive quarters....
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Aug 5, 2026 | 5 minutes read | Insight Flash
McDonald’s Promotional Share Gains Fade as Value Sensitivity Persists
McDonald’s earnings reinforced trends we’ve been seeing in our consumer spending data. Holiday promotions drove broad-based and robust share gain...
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Jul 30, 2026 | 5 minutes read | Insight Flash
Early Signs of Stabilization Among Taco Bell's Youngest Customers?
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...
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Jul 27, 2026 | 5 minutes read | Insight Flash
Cracker Barrel’s Share Losses Are Narrowing, Not Reversing
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...
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Jul 24, 2026 | 5 minutes read | Insight Flash
Which Brands Are Most Exposed to $4 Gas?
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...
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Jul 10, 2026 | 5 minutes read | Insight Flash
Prime Day Isn’t a Cross-Shop Event, Even as Amazon Shoppers Buy More at Walmart and Target
Prime Day 2026 delivered another record event, with Adobe estimating U.S. online spending reached $26.4 billion, topping expectations and growing mor...
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Jul 7, 2026 | 5 minutes read | Insight Flash
Can The World Cup Bring New Bettors?
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...
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Jul 7, 2026 | 5 minutes read | Insight Flash
Beef Volume Losses Accelerate as the Chicken Price Gap Widens Entering Peak Grilling Season
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...
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Jun 25, 2026 | 5 minutes read | Insight Flash
AI Goes Mainstream as Adoption Doubles, Yet the Income Spread Widens
Consumer Edge data shows that adoption of paid AI subscriptions among consumers is growing rapidly across all income and age groups, with the percent...
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Jun 24, 2026 | 5 minutes read | Data Bite
Ulta hands Bath & Body Works a younger, richer shopper
LaserAway is exploring a sale that could value the chain north of $2 billion. Consumer Edge consumer transaction data points to why a buyer would loo...
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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 | Insight Flash
Who Benefited When Gas Prices Came Down in 2022?
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...
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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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