Tag: Share of Wallet

Michael Gunther

May 22, 2026 | 5 minutes read | Insight Flash

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...

Jan 21, 2025 | 5 minutes read | All Posts

Waymo is taking dollars from Uber according to Earnest credit card data. The average Uber user spent $189 the quarter before their first Waymo purcha...

Jan 15, 2025 | 5 minutes read | All Posts

TJX Companies' (TJX) expansion strategy is reshaping several markets in the retailer’s favor according to Earnest credit card data. TJX CEO Ernie H...

Nov 19, 2024 | 5 minutes read | All Posts

Uber Eats sales are accelerating on the heels of its partnership with Instacart, announced in May. The restaurant delivery service’s sales accelera...

Nov 14, 2024 | 5 minutes read | All Posts

7 Brew Coffee share of wallet grew as it outperformed incumbents, growing nearly 500% between February 2023 and 2024, according to Earnest credit car...

Apr 23, 2024 | 5 minutes read | All Posts

Access TikTok and Panel data in Dash....

Mar 20, 2024 | 5 minutes read | All Posts

Access chart in Dash....

alejandra

Feb 27, 2024 | 5 minutes read | All Posts

Founded in May 2017 with just $900 in a parking lot by four friends, Dave's Hot Chicken consistently achieved high double-digit to triple-digit year-...

Nov 27, 2023 | 5 minutes read | All Posts

Access chart in Dash....

Oct 25, 2023 | 5 minutes read | All Posts>Earnest Talks

Earnest Analytics' Head of Marketing, Michael Maloof, sat down with Peloton's Senior Manager of Partnerships & Corporate Development, Jacob Wax, to d...

alejandra

Sep 13, 2023 | 5 minutes read | All Posts

Dollar General shoppers are increasingly buying from online deep discounter Temu according to Earnest credit card data. Since the Pinduoduo-owned onl...

Sep 11, 2023 | 5 minutes read | All Posts

Grocery Outlet customers are increasingly spending their grocery wallet at the discounter, turning away from brands owned by Albertsons, including Sa...

Aug 15, 2023 | 5 minutes read | All Posts

Savers Value Village (SVV) gained three points of customer’s share of wallet from rival reseller Goodwill from July 2022 to July 2023 according to ...

Aug 15, 2023 | 5 minutes read | All Posts

Publix gained nearly 1 point of share of wallet among its customer base from competing supermarket chains in the trailing 12 months according to Earn...

May 18, 2023 | 5 minutes read | All Posts>Earnest Talks

Recorded May 16, 2023....

alejandra

May 10, 2023 | 5 minutes read | All Posts

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Mar 15, 2023 | 5 minutes read | All Posts>Earnest Talks

Recorded March 9, 2023....

alejandra

Mar 7, 2023 | 5 minutes read | All Posts

Sign up for free to see consumer home goods spending in Earnest Dash....

Nov 21, 2022 | 5 minutes read | Consumer>Macro

Sign up for free to explore the Discount & Dollar Stores data in Earnest Dash....

Oct 19, 2022 | 5 minutes read | All Posts

[This is a preview of our full case study—download here: Measuring the Impact of Falling Gas Prices on Warehouse Clubs with Spending Data]....

Jul 19, 2022 | 5 minutes read | Consumer>Macro

Earnest Analytics (FKA Earnest Research) transaction data captures consumer credit and debit card activity across thousands of companies and dozens o...

Jun 22, 2022 | 5 minutes read | All Posts

Note: This is a preview of our deep dive into consumer spending and the macro economy. Download the report here: State of the Consumer 2022 Report....

Apr 11, 2022 | 5 minutes read | All Posts

Note: This is a preview of our larger deep-dive on Shein. Download the full case study here: Shein’s Impact on Fast Fashion through Shopper Behavio...

alejandra

Jan 5, 2022 | 5 minutes read | Consumer>Macro

The final installment of our 2021 holiday shopping series—subscribe to receive our upcoming reports....

Jul 29, 2021 | 5 minutes read | Consumer>Retail

The phrase “no place like home” took on new meaning for many at the height of the pandemic, with much of the country pivoting to a new normal of ...

May 6, 2021 | 5 minutes read | Consumer>Macro

As vaccine rollouts continue and pandemic restrictions ease across the U.S. we looked across various states to understand how local economies are res...

Mar 18, 2021 | 5 minutes read | Consumer>Macro

As we pass the anniversary of the start of the pandemic (the WHO declared COVID-19 a pandemic on March 11th), and with over 20% of the US population ...

Dec 10, 2020 | 5 minutes read | Consumer>Retail

The Earnest First Choice Retailer Rankings are based on the credit and debit card spend of millions of de-identified U.S. consumers. Earnest identifi...

Dec 1, 2020 | 5 minutes read | All Posts

With news of Affirm’s upcoming IPO, we looked at how the fintech company’s customers overlap with some of the largest merchants referenced in the...

Jul 22, 2020 | 5 minutes read | All Posts

Following the announcement that DoorDash would be partnering with Walgreens to deliver OTC medication and other health products, we looked at the per...