Tag: Discount

Michael Gunther

May 22, 2026 | 5 minutes read | Insight Flash

Target reported Q1 this morning and posted its first positive comp in five quarters, with comparable sales up 5.6%. The company raised its full-year ...

Michael Gunther

Apr 21, 2025 | 5 minutes read | Insight Flash

After steadily gaining share in the U.S. discount market, Temu abruptly slashed its massive online ad spending on platforms like Google and Meta in m...

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 ...

Michael Gunther

Apr 1, 2024 | 5 minutes read | Insight Flash

Dollar Tree Inc (DLTR), the company that owns discount retailers Dollar Tree and Family Dollar, recently announced plans to close roughly 1,000 Famil...

Michael Gunther

Jan 10, 2024 | 5 minutes read | Insight Flash

During their 3Q23 earnings call, DLTR’s management cited growth among higher income shoppers. CE data shows that DLTR’S Dollar Tree banner derive...

Michael Gunther

Dec 18, 2023 | 5 minutes read | Insight Flash

The Consumer Edge Insight Center (CEIC) provides timely insight into holiday spending trends for consumer industries and individual brands built from...

Michael Gunther

Dec 11, 2023 | 5 minutes read | Insight Flash

The Consumer Edge Insight Center (CEIC) provides timely insight into holiday spending trends for consumer industries and individual brands built from...

Michael Gunther

Oct 2, 2023 | 5 minutes read | Insight Flash

Following Wilko’s fall into administration, B&M, a UK-based discount retailer, announced on 5 September that it would acquire 51 former Wilko store...

Michael Gunther

Sep 5, 2023 | 5 minutes read | Insight Flash

With the latest flurry of dollar store and discounter earnings, CE Transact data successfully pointed to divergent trends among the major players in ...

Michael Gunther

Aug 17, 2023 | 5 minutes read | Insight Market Hit

Following TJX’s revenue beat, management cited growing transactions as being the key driver behind the strong top-line performance. By leveraging C...

Stacie Rabinowitz

May 3, 2023 | 5 minutes read | Insight Deep Dive

With the recent launch of industry and subindustry breakouts in machine readable files (and coming soon on dashboards!) for its pan-European data, Co...

Stacie Rabinowitz

Aug 29, 2022 | 5 minutes read | Insight Deep Dive

Recent trends in inflation and other macroeconomic factors have created interesting idiosyncrasies in company reported performance.  One of the mos...

Stacie Rabinowitz

May 9, 2022 | 5 minutes read | Insight Deep Dive

Over the last few months, rising inflation, soaring fuel prices, and additional rollbacks to COVID-19 restrictions (even as new waves of cases come i...

Stacie Rabinowitz

Dec 7, 2021 | 5 minutes read | Insight Deep Dive

As shoppers are gleefully returning to stores this holiday season, where is the biggest divergence between online and offline growth rates?  In tod...

Stacie Rabinowitz

Jun 28, 2021 | 5 minutes read | Insight Deep Dive

The idea of shops anchored by a price point is an international phenomenon, with Dollar Stores opening up more new locations than any other retail co...

Stacie Rabinowitz

Mar 29, 2021 | 5 minutes read | Insight Deep Dive

In today’s Insight Flash, we take advantage of our newly launched UK channel data for industries and subindustries in our UK Brand Universe to exam...

Stacie Rabinowitz

Mar 8, 2021 | 5 minutes read | Insight Deep Dive

When TJX reported sales performance recently, investors were surprised to learn that while US sales were strengthening, international sales were weak...

Stacie Rabinowitz

Feb 22, 2021 | 5 minutes read | Insight Deep Dive

In order to properly assess the performance of companies across borders, it is important to understand the different macroeconomic contexts in which ...