Cross-Shop Archives | Consumer Edge

Ulta's Share Gains Skew Toward Lower-Income, Younger Shoppers

Jordan Von Tress

Jun 4, 2026 | 5 minutes read | Data Bite

Apparel Consumer Spending Cross-Shop Everlane M&A Retail Shein

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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Claude's Consumer Climb: Anthropic Captures 26% of AI Spend, Led by High Earners

Jordan Von Tress

May 28, 2026 | 5 minutes read | Data Bite

Apparel Consumer Spending Cross-Shop Everlane M&A Retail Shein

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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Shein is buying the customer they couldn't earn.

Jordan Von Tress

May 18, 2026 | 5 minutes read | Data Bite

Apparel Consumer Spending Cross-Shop Everlane M&A Retail Shein

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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Tag: Cross-Shop

Ulta's Share Gains Skew Toward Lower-Income, Younger Shoppers

Claude's Consumer Climb: Anthropic Captures 26% of AI Spend, Led by High Earners

Shein is buying the customer they couldn't earn.

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