Tag: Retail
Sep 4, 2026 | 5 minutes read | Insight Flash
Gap Gains With Younger Shoppers as Old Navy Feels the Squeeze
Last week’s results from Gap highlighted a widening divergence between two of its brands....
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Sep 3, 2026 | 5 minutes read | Insight Flash
Shein Debuts in Hong Kong as Its Western Share Gains Stall
Shein made its long-awaited public market debut in Hong Kong this week, coming as the company faces a more challenging growth environment, with Consu...
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Aug 21, 2026 | 5 minutes read | Insight Flash
Is Target’s Back-to-School Reset Resonating? The Data Says Maybe
Is Target’s refreshed back-to-school strategy resonating with families? Our data suggests it may be....
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Aug 20, 2026 | 5 minutes read | Insight Flash
Home Improvement Demand Stays Soft as Average Ticket Climbs
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 ...
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Aug 18, 2026 | 5 minutes read | Insight Flash
TikTok Shop Reaches 2% of U.S. Online Retail Spend
In January we wrote that TikTok Shop had reached a meaningful share of U.S. retail spend at roughly 1.5% of online retail spend in Q4 2025. Seven mon...
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Aug 5, 2026 | 5 minutes read | Insight Flash
Wayfair Outpaces the Home Furnishings Industry for a Sixth Straight Quarter
Wayfair has outperformed the broader U.S. home furnishings industry for six consecutive quarters....
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Jul 27, 2026 | 5 minutes read | Insight Flash
Shein's UK Growth Stalls as Young Shoppers Turn Away
Shein's share of UK apparel, accessories, and footwear spending has climbed from 1.8% in 2022Q1 to 7.6% in 2026Q2, well above its 5.0% share in the U...
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Jul 24, 2026 | 5 minutes read | Insight Flash
Shein's U.S. Apparel Share Is Slipping
Shein's share of U.S. apparel, accessories, and footwear spending has turned negative year over year for three consecutive quarters, after climbing s...
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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 10, 2026 | 5 minutes read | Insight Flash
Prime Day Isn’t a Cross-Shop Event, Even as Amazon Shoppers Buy More at Walmart and Target
Prime Day 2026 delivered another record event, with Adobe estimating U.S. online spending reached $26.4 billion, topping expectations and growing mor...
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Jun 25, 2026 | 5 minutes read | Insight Flash
AI Goes Mainstream as Adoption Doubles, Yet the Income Spread Widens
Consumer Edge data shows that adoption of paid AI subscriptions among consumers is growing rapidly across all income and age groups, with the percent...
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Jun 24, 2026 | 5 minutes read | Data Bite
Ulta hands Bath & Body Works a younger, richer shopper
LaserAway is exploring a sale that could value the chain north of $2 billion. Consumer Edge consumer transaction data points to why a buyer would loo...
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Jun 23, 2026 | 5 minutes read | Insights
Rhode's Summer 2026 Collection: The Biggest Launch in Brand History
The long-awaited Rhode summer collection has arrived, bringing a glowy, sun-kissed range of highlighters, blushes, and bronzers. The sales data shows...
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Jun 17, 2026 | 5 minutes read | News
Target, Walmart and Amazon among brands losing LGBTQ+ consumer spending, new survey says
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Jun 17, 2026 | 5 minutes read | Insight Flash
Who Benefited When Gas Prices Came Down in 2022?
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...
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Jun 8, 2026 | 5 minutes read | Insight Flash
BJ's Expands into Texas
BJ's Wholesale Club expanded its southern footprint by opening its first Texas locations starting in April and continuing into May, quickly capturing...
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Jun 8, 2026 | 5 minutes read | Data Bite
LaserAway Is Exploring a Sale. Younger Shoppers Show Why.
LaserAway is exploring a sale that could value the chain north of $2 billion. Consumer Edge consumer transaction data points to why a buyer would loo...
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Jun 5, 2026 | 5 minutes read | Insight Flash
Who stands to gain from a Shein and Temu levy?
UK retailers are pushing the government to act on a customs loophole that has handed Chinese fast-fashion giants a structural cost advantage. Consume...
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Jun 4, 2026 | 5 minutes read | Data Bite
Ulta's Share Gains Skew Toward Lower-Income, Younger Shoppers
Ulta is gaining dollar share across the board. Consumer Edge US consumer transaction data shows the retailer's share rose in every income and age coh...
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Jun 3, 2026 | 5 minutes read | News
US retailers brace for bigger consumer stress test as war drags on
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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 28, 2026 | 5 minutes read | Data Bite
Claude's Consumer Climb: Anthropic Captures 26% of AI Spend, Led by High Earners
Anthropic just raised $65 billion at a $965 billion valuation, passing OpenAI for the first time. Bloomberg reports the company expects to more than ...
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May 22, 2026 | 5 minutes read | Insight Flash
Inside Ross Stores' Q1 Beat: Share of Wallet Gains Across A Subindustry Already Beating Retail
Ross Stores reported sales growth of +21%, consistent with CE implied reported growth rate of +21% and well above consensus of +13%. CEO Jim Conroy n...
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May 22, 2026 | 5 minutes read | Insight Flash
Target broke a four-year share-loss streak in March, CE transaction data reveals
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 ...
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May 21, 2026 | 5 minutes read | News
Consumers are still spending, but cracks are starting to show
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May 21, 2026 | 5 minutes read | News
Target Earnings Show Turnaround Progress. Investors Are Skeptical.
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May 20, 2026 | 5 minutes read | Insight Market Hit
TJX Beats Consensus Across Segments
The TJX Companies, Inc. (TJX) reported U.S. quarterly sales growth of 7.4%, above consensus of 5.9% and close to Consumer Edge's Implied Reported Gro...
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May 18, 2026 | 5 minutes read | Data Bite
Shein is buying the customer they couldn't earn.
Shein is acquiring Everlane from L Catterton for roughly $100M. The easy story is the values clash. The data tells a sharper one....
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May 15, 2026 | 5 minutes read | Insight Flash
Student Loan Defaults Are Back. These Brands Are Most Exposed.
Since the U.S.–Iran conflict escalated in late February, consumers have faced a more challenging macro backdrop, including higher gas prices, firme...
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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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