Tag: Discount Stores
Jan 30, 2026 | 5 minutes read | Insight Flash
High-Income Shoppers Are Becoming Central to Dollar Store Growth
In September, Consumer Edge shared proprietary data showing that high-income consumers were driving an outsized share of new customer growth at value...
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Sep 9, 2025 | 5 minutes read | Insight Flash
Rising Shopper Loyalty Signals Competitive Strength for Dollar Tree
Dollar Tree recently reported revenue growth of +12.3%, close to Consumer Edge 1yr Implied Reported Growth of +12.1% and above consensus of +10.4%....
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Jun 3, 2025 | 5 minutes read | Insight Market Hit
Dollar General’s Q1 Outperformance Signals Growing Appeal to Higher Income Shoppers
This morning, Dollar General reported better-than-expected revenue growth and raised its full-year guidance. The company's value proposition is provi...
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Apr 11, 2025 | 5 minutes read | News
Consumers Stock Up on Canned Food Ahead of Price Hikes
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Apr 9, 2025 | 5 minutes read | All Posts
Gen Merch slowing in 2025 after modest growth in 2024
Consumers spent 3.6% more on General Merchandise in 2024 vs 2023 according to Earnest transaction data. This represents a moderate acceleration from ...
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Apr 2, 2025 | 5 minutes read | All Posts
Temu’s disruption may have been transitory, 2025 data shows
Temu’s meteoric rise shortly after entering the US market in September 2022 generated numerous alarming headlines. They suggested the US retail lan...
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Mar 31, 2025 | 5 minutes read | All Posts
Consumer spending decelerated in March as discretionary categories struggled
Retail Trade and Food Services spending grew 0.6% YoY during the year-to-date period from January 1 to March 23, 2025, according to Earnest debit and...
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Mar 6, 2025 | 5 minutes read | Insights
Introducing Basketview Signal CPG: A Fusion of CPG Shopper Details
Basketview Signal CPG brings breakthrough transparency into consumer shopping habits. By integrating SKU-level receipt data from physical in-store pu...
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Dec 5, 2024 | 5 minutes read | Insight Market Hit
High FIVE: CE Data Tracked FIVE’s Revenue Beat
Following FIVE’s revenue beat, management noted widespread growth across the company. CE Cohort data shows that one advantage contributing to this ...
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Sep 20, 2023 | 5 minutes read | All Posts
Discount stores, Off-Price, Fast Fashion see highest growth; suggest trade-downs
Download full report: Fast Fashion, Discount, Off-Price Buck Back to School Spending Declines....
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Aug 24, 2023 | 5 minutes read | All Posts
Early back to school spending favors fast fashion, discount retailers
Download full report: Analyzing Back To School Spending Using Earnest Transaction Data...
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