Tag: Market Hit

Michael Gunther

May 22, 2025 | 5 minutes read | Insight Market Hit

General merchandise retailer Target Corporation (TGT) recently reported a revenue decline of -2.8%, close to CE Implied Reported growth of -2.2%, and...

Cheryl Williams

May 1, 2025 | 5 minutes read | Insight Market Hit

SBUX recently reported 2025 Q2 same-store sales (SSS) growth down -2%, roughly in-line with Consumer Edge (CE) Implied Reported Growth of -1.3% and b...

Katherine Bjorkman

Mar 26, 2024 | 5 minutes read | Insight Market Hit

In its recent earnings call following its sales miss, Darden Restaurants (DRI) described a tough operating environment where lower-income consumers a...

Katherine Bjorkman

Mar 25, 2024 | 5 minutes read | Insight Market Hit

Following SIG’s revenue miss, management cited independent and lower-price jewelers driving lower average tickets amongst its banners.  CE data sh...

Michael Gunther

Feb 26, 2024 | 5 minutes read | Insight Market Hit

VF Corporation (VFC), a leading global portfolio of active lifestyle brands, recent reported earnings. As CE Transact data accurately identified Vans...

Michael Gunther

Feb 16, 2024 | 5 minutes read | Insight Market Hit

Following Instacart’s GTV beat, management cited Instacart’s strong market share and order growth as the drivers of the beat. Despite higher than...

Michael Gunther

Nov 29, 2023 | 5 minutes read | Insight Market Hit

As market watchers await indicators of the health of the holiday shopper, CE’s U.S. and EUR Transact data accurately reflected ANF’s sizable Q3 r...

Michael Gunther

Nov 28, 2023 | 5 minutes read | Insight Market Hit

Following LOW’s revenue miss, management cited a pullback in DIY spending as the driver of the decline. Management did highlight one bright spot, h...

Katherine Bjorkman

Nov 15, 2023 | 5 minutes read | Insight Market Hit

Fast-casual Mediterranean restaurant company Cava Group (CAVA) reported total revenue growth of +27%, in-line with the CE Implied reported growth of ...

Michael Gunther

Nov 14, 2023 | 5 minutes read | Insight Market Hit

Grocery delivery service Instacart (CART) recently reported interesting growth both around increasing customer transaction amount and overall revenue...

Katherine Bjorkman

Nov 3, 2023 | 5 minutes read | Insight Market Hit

Online marketplace Amazon (AMZN) recently reported North America sales growth of 11%, in-line with CE implied reported growth of 11.1% beating consen...

Katherine Bjorkman

Oct 31, 2023 | 5 minutes read | Insight Market Hit

In its recent earnings call, BJRI cited deteriorating traffic trends throughout the summer for slower sales growth, caused by last year’s abnormal ...

Katherine Bjorkman

Oct 27, 2023 | 5 minutes read | Insight Market Hit

In its recent earnings report, Tractor Supply management cited macroeconomic pressures continuing to weigh on consumer spending behavior, particularl...

Katherine Bjorkman

Aug 28, 2023 | 5 minutes read | Insight Market Hit

Beauty products retailer BBWI recently reported a North America sales decline of (3.6%), close to CE Transact implied reported growth of (4.3%)....

Katherine Bjorkman

Aug 22, 2023 | 5 minutes read | Insight Market Hit

Fast-casual Mediterranean restaurant company Cava Group (CAVA) reported total revenue growth of +27%, close to CE Implied reported growth of +26% and...

Michael Gunther

Aug 21, 2023 | 5 minutes read | Insight Market Hit

General merchandise retailer Target Corporation (TGT) recently reported revenue growth of -4.9%, close to CE Implied Reported growth of -4.8%, and lo...

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...

Katherine Bjorkman

Aug 4, 2023 | 5 minutes read | Insight Market Hit

Global coffee operator Starbucks (SBUX) recently reported US revenue growth of 11.5%, identical to CE Implied Reported growth of 11.5%. ...

Michael Gunther

May 31, 2023 | 5 minutes read | Insight Market Hit

Lifestyle retailer Urban Outfitters (URBN) reported quarterly earnings last week....

Michael Gunther

May 22, 2023 | 5 minutes read | Insight Market Hit

Last week, retail giants Walmart and Target both reported digital sales growth that was very well-tracked by Consumer Edge data....

Stacie Rabinowitz

May 18, 2023 | 5 minutes read | Insight Deep Dive

In their recent Marketplace 100 report, Andreessen Horowitz highlighted Mental Health Marketplaces as having strong industry growth with many players...