Tag: Consumer Spending

Michael Gunther

Sep 4, 2026 | 5 minutes read | Insight Flash

Last week’s results from Gap highlighted a widening divergence between two of its brands....

Michael Gunther

Sep 3, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Aug 27, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Aug 24, 2026 | 5 minutes read | Insights

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...

Michael Gunther

Aug 21, 2026 | 5 minutes read | Insight Flash

Is Target’s refreshed back-to-school strategy resonating with families? Our data suggests it may be....

Michael Gunther

Aug 20, 2026 | 5 minutes read | Insight Flash

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 ...

Michael Gunther

Aug 18, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Aug 5, 2026 | 5 minutes read | Insight Flash

Wayfair has outperformed the broader U.S. home furnishings industry for six consecutive quarters....

Michael Gunther

Aug 5, 2026 | 5 minutes read | Insight Flash

McDonald’s earnings reinforced trends we’ve been seeing in our consumer spending data. Holiday promotions drove broad-based and robust share gain...

Michael Gunther

Jul 30, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Jul 27, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Jul 24, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Jul 10, 2026 | 5 minutes read | Insight Flash

Prime Day 2026 delivered another record event, with Adobe estimating U.S. online spending reached $26.4 billion, topping expectations and growing mor...

Michael Gunther

Jul 7, 2026 | 5 minutes read | Insight Flash

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...

Alex Jarombek

Jul 7, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Jun 25, 2026 | 5 minutes read | Insight Flash

Consumer Edge data shows that adoption of paid AI subscriptions among consumers is growing rapidly across all income and age groups, with the percent...

Jordan Von Tress

Jun 24, 2026 | 5 minutes read | Data Bite

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...

Sarah Hoskins

Jun 23, 2026 | 5 minutes read | Insights

The long-awaited Rhode summer collection has arrived, bringing a glowy, sun-kissed range of highlighters, blushes, and bronzers. The sales data shows...

Michael Gunther

Jun 17, 2026 | 5 minutes read | Insight Flash

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...

Stacie Rabinowitz

Jun 16, 2026 | 5 minutes read | Insights

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...

Michael Gunther

Jun 11, 2026 | 5 minutes read | Insight Flash

The airline pricing shift Consumer Edge data began to reflect in March has accelerated in recent weeks. Jet fuel roughly doubled in under three month...

Michael Gunther

Jun 11, 2026 | 5 minutes read | Insight Flash

Spirit Airlines ceased operations on May 2, shaking up the industry and leaving some travelers either stranded or looking for new carriers to fly. Ce...

Michael Gunther

Jun 11, 2026 | 5 minutes read | Insight Flash

Cracker Barrel reported better than expected fiscal Q3 results, with total revenue down -2.9%, a meaningful improvement vs. the prior quarter. Consum...

Harsh Masher

Jun 8, 2026 | 5 minutes read | Insight Flash

BJ's Wholesale Club expanded its southern footprint by opening its first Texas locations starting in April and continuing into May, quickly capturing...

Michael Gunther

Jun 8, 2026 | 5 minutes read | Data Bite

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...

Sarah Hoskins

Jun 5, 2026 | 5 minutes read | Insight Flash

UK retailers are pushing the government to act on a customs loophole that has handed Chinese fast-fashion giants a structural cost advantage. Consume...

Jordan Von Tress

Jun 4, 2026 | 5 minutes read | Data Bite

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...

Public Relations

Jun 3, 2026 | 5 minutes read | News

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Jordan Von Tress

May 28, 2026 | 5 minutes read | Data Bite

Anthropic just raised $65 billion at a $965 billion valuation, passing OpenAI for the first time. Bloomberg reports the company expects to more than ...

Alex Jarombek

May 26, 2026 | 5 minutes read | Insight Flash

Consumer Pressure Amid Growing Headwinds Shifts Attention to Volume...