Tag: Macro

Michael Gunther

Aug 20, 2026 | 5 minutes read | Insight Flash

Results from The Home Depot and Lowe’s Companies, Inc. reinforce a theme we’ve been seeing in the data for some time: the housing market remains ...

Michael Gunther

Aug 5, 2026 | 5 minutes read | Insight Flash

Wayfair has outperformed the broader U.S. home furnishings industry for six consecutive quarters....

Michael Gunther

Aug 5, 2026 | 5 minutes read | Insight Flash

McDonald’s earnings reinforced trends we’ve been seeing in our consumer spending data. Holiday promotions drove broad-based and robust share gain...

Michael Gunther

Jul 24, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

Jun 25, 2026 | 5 minutes read | Insight Flash

Consumer Edge data shows that adoption of paid AI subscriptions among consumers is growing rapidly across all income and age groups, with the percent...

Michael Gunther

Jun 17, 2026 | 5 minutes read | Insight Flash

Gas prices have risen sharply since the start of the Iran war, raising concerns about discretionary spending as consumers have less money left over a...

Michael Gunther

May 15, 2026 | 5 minutes read | Insight Flash

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...

Michael Gunther

May 15, 2026 | 5 minutes read | Insight Flash

Since the U.S.–Iran conflict escalated in late February, consumers have faced a more challenging macro backdrop, including higher gas prices, firme...

Michael Gunther

May 14, 2026 | 5 minutes read | Insights

A continuous view of what investors and operators would and wouldn't see in a semiannual reporting world....

Michael Gunther

May 13, 2026 | 5 minutes read | Insight Flash

The gap in retiree spending by wealth is widening in key states, even as it remains muted at the national level.The macro story on Florida is startin...

Michael Gunther

May 11, 2026 | 5 minutes read | Insight Flash

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...

Oct 22, 2020 | 5 minutes read | All Posts

The COVID-19 pandemic has done more than change consumer habits; it has resulted in a mass migration out of urban centers across the country. Using o...

Mar 10, 2020 | 5 minutes read | Consumer>Macro

Ever since the coronavirus was first reported, there has been a growing interest in understanding how it will influence consumer spending. Using cons...

May 22, 2019 | 5 minutes read | All Posts

In late March, we investigated how changes to the tax code have impacted Americans across income brackets and geographies using credit, debit and b...

Mar 27, 2019 | 5 minutes read | Consumer>Macro

While the IRS reports that the average size of refunds was roughly flat compared to last year, broken down by income brackets our panel shows a sligh...

Oct 18, 2018 | 5 minutes read | Consumer>Macro

We looked at how Florence impacted different verticals, including Grocer, Home Goods and General Merchandise as residents stocked up on essential sup...