Tag: FIVE

Michael Gunther

Jan 30, 2026 | 5 minutes read | Insight Flash

In September, Consumer Edge shared proprietary data showing that high-income consumers were driving an outsized share of new customer growth at value...

Michael Gunther

Dec 9, 2025 | 5 minutes read | Insight Flash

Consumer Edge US credit and debit card data focused on Black Friday Cyber Monday retail trends 2025 shows that the K-shaped economy was on full displ...

Harsh Masher

Sep 9, 2025 | 5 minutes read | Insight Flash

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%....

Michael Gunther

Dec 12, 2024 | 5 minutes read | Insight Flash

Numerous reports indicated a better-than-expected Black Friday / Cyber Monday as consumers sought out deals and the holiday shopping season went into...

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

Oct 12, 2023 | 5 minutes read | Insight Flash

“The Amazon killer.” “The challenger of dollar store dominance.” “The future of buying things.” Temu, the fast-growing Chinese e-commerce...

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 ...

Stacie Rabinowitz

Feb 2, 2022 | 5 minutes read | Insight Deep Dive

According to WeatherOptics predictions, a major storm will move across the country from today (Wednesday) to Friday, with 80 million people under som...