Tag: Inflation
Aug 5, 2026 | 5 minutes read | Insight Flash
McDonald’s Promotional Share Gains Fade as Value Sensitivity Persists
McDonald’s earnings reinforced trends we’ve been seeing in our consumer spending data. Holiday promotions drove broad-based and robust share gain...
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Jul 24, 2026 | 5 minutes read | Insight Flash
Which Brands Are Most Exposed to $4 Gas?
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...
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Jul 7, 2026 | 5 minutes read | Insight Flash
Beef Volume Losses Accelerate as the Chicken Price Gap Widens Entering Peak Grilling Season
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...
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Jun 4, 2026 | 5 minutes read | News
Gas Prices Are Shrinking Summer Vacations—And Trump Alone Can Fix It
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Jun 1, 2026 | 5 minutes read | News
Retail had a ‘surprisingly robust’ first quarter, but the real test is ahead as tax refunds dry up
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May 15, 2026 | 5 minutes read | Insight Flash
Fuel Squeeze Persists: Broad-Based Across Consumers, Hitting Younger and Lower-Income Hardest
The U.S.-Iran war that began February 28 has pushed pump prices up roughly 50%, with the national average hitting $4.45 per gallon last week, the hig...
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May 11, 2026 | 5 minutes read | Insight Flash
Consumer Spending Holds Up, but Cracks Are Now Emerging
Since the U.S.-Iran war began on February 28, consumers have faced mounting macro headwinds, including a sharp rise in gas prices and firmer inflatio...
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May 11, 2026 | 5 minutes read | Insight Flash
Earnings Cycle Confirms Beef Pressure as Trade-Down Avenues Narrow Ahead of Grilling Season
The latest earnings cycle from the protein complex confirms the well-documented pressure on beef packers and persistent pricing growth, with manageme...
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Apr 16, 2026 | 5 minutes read | Insight Flash
Beef Volumes Soften Ahead of Summer Grilling Season as Record Prices Test Consumer Resilience
The U.S. cattle herd has contracted for eight consecutive years, driving retail beef prices to successive all-time highs. CE Scanner data shows cente...
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Apr 16, 2026 | 5 minutes read | Insight Flash
Easter 2026: Baking Under Pressure
With the consumer under well-documented pressure due to the combination of persistent inflation and now rising gas prices, we leverage the daily gran...
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Apr 15, 2026 | 5 minutes read | Insight Flash
Gas Takes a Bigger Bite — For the First Time in Three Years
Since the U.S. and Israel launched military operations against Iran on February 28, the Strait of Hormuz has been effectively closed to tanker traffi...
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Jan 16, 2026 | 5 minutes read | Insight Flash
Food Inflation Accelerates Further in Early January Following December Step-Up
This week’s December CPI report showed continued progress on overall inflation, with most core components exhibiting stable or moderating price tre...
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Dec 12, 2025 | 5 minutes read | Insight Flash
Food Inflation Stabilizes at Elevated Levels as Fed Stresses Ongoing Inflation Risks
The Federal Reserve’s decision at its December meeting to cut interest rates by 25 bps — its third straight reduction — came with a familiar ca...
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Nov 21, 2025 | 5 minutes read | Insight Flash
Food Price Growth Holds Near Yearly Highs as Inflation Remains Broad-Based
The Consumer Edge CPG Pricing Index — powered by Basketview purchase data — shows year-over-year food price growth holding close to its highest l...
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May 18, 2023 | 5 minutes read | All Posts>Earnest Talks
Consumer Trends 2023: wellness, celebrity brands, and TikTok
Recorded May 16, 2023....
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Mar 15, 2023 | 5 minutes read | All Posts>Earnest Talks
Turning Gut Instinct into Data Driven Store Expansions with Transaction Data
Recorded March 9, 2023....
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Mar 8, 2023 | 5 minutes read | All Posts
February 2023 Earnest Analytics Spend Index
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Feb 9, 2023 | 5 minutes read | All Posts
Carvana and Carmax Inventory Ages on Weak Demand
Download the full report, Quantifying the Health of Used Car Resellers Using Web Data, for more details....
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Feb 9, 2023 | 5 minutes read | All Posts
January 2023 Earnest Analytics Spend Index
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Jan 12, 2023 | 5 minutes read | All Posts
Temu: The Fastest Growing Marketplace You’ve Never Heard Of
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Jan 11, 2023 | 5 minutes read | All Posts
December 2022 Earnest Analytics Spend Index
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Jan 9, 2023 | 5 minutes read | All Posts
Holiday Spending Slowed as Inflation Hit Lower Earners
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Dec 14, 2022 | 5 minutes read | Consumer>Macro
November 2022 Earnest Analytics Spend Index
The Earnest Analytics Spend Index (EASI) fell below year ago levels in November, as both in-store and online sales decelerated meaningfully. Fashion ...
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Nov 22, 2022 | 5 minutes read | Consumer>Macro
2022 Holiday Shopping Off to Slow Start
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Nov 21, 2022 | 5 minutes read | Consumer>Macro
Dollar Stores Winning Low-Income Wallet Share
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Nov 12, 2022 | 5 minutes read | All Posts
Californians Spend State Stimulus at Sam’s Club, DoorDash
Download the full report, Measuring the Impact of California’s Inflation Relief Checks on Consumer Spending, for more....
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Nov 10, 2022 | 5 minutes read | Consumer>Macro
October 2022 Earnest Analytics Spend Index
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Oct 26, 2022 | 5 minutes read | All Posts
Amazon’s Holiday Kickoff Sale Falls Flat Against Prior Prime Days
Amazon Prime Early Access Day this October was more subdued than Prime Days of years past, boosting sales for the online retailer by around 15% over ...
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Oct 19, 2022 | 5 minutes read | All Posts
Costco, BJ’s Takes Share from Gas Stations on Inflation
[This is a preview of our full case study—download here: Measuring the Impact of Falling Gas Prices on Warehouse Clubs with Spending Data]....
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Oct 12, 2022 | 5 minutes read | Consumer>Macro
September 2022 Earnest Analytics (FKA Earnest Research) Spend Index
Earnest Analytics (FKA Earnest Research) Spend Index growth was flat YoY in September, as the in-store recovery rebounded and online decelerated. Gas...
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