US Archives | Consumer Edge

Gap Gains With Younger Shoppers as Old Navy Feels the Squeeze

Michael Gunther

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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Shein Debuts in Hong Kong as Its Western Share Gains Stall

Michael Gunther

Sep 3, 2026 | 5 minutes read | Insight Flash

Apparel Accessories & Footwear Consumer Spending Ecommerce Europe Retail Shein Tariffs UK US

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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Chipotle’s School Spirit BOGO Set a Company Record. Here’s Where It Landed.

Michael Gunther

Aug 27, 2026 | 5 minutes read | Insight Flash

Chipotle CMG Consumer Spending Promotions QSR Restaurants US

Chipotle’s School Spirit BOGO Set a Company Record. Here’s Where It Landed.

Chipotle’s School Spirit BOGO delivered record-breaking results on August 20, becoming the company’s #1 BOGO of all time, with more than 25% more...

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What Taco Bell Bought With a $1 Mexican Pizza

Michael Gunther

Aug 24, 2026 | 5 minutes read | Insights

Consumer Spending Food Promotions QSR Restaurants Taco Bell US YUM

What Taco Bell Bought With a $1 Mexican Pizza

Taco Bell entered the second half of July with a parasite outbreak interrupting more than two years of momentum. On July 28th, it offered its Mexican...

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Is Target’s Back-to-School Reset Resonating? The Data Says Maybe

Michael Gunther

Aug 21, 2026 | 5 minutes read | Insight Flash

Back to School Big Box Consumer Spending Household Demographics Retail Target TGT US

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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Home Improvement Demand Stays Soft as Average Ticket Climbs

Michael Gunther

Aug 20, 2026 | 5 minutes read | Insight Flash

Consumer Spending HD Home & Garden Housing LOW Macro Retail US

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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TikTok Shop Reaches 2% of U.S. Online Retail Spend

Michael Gunther

Aug 18, 2026 | 5 minutes read | Insight Flash

Apparel Consumer Spending Ecommerce Retail Shein TikTok Shop US

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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Early Signs of Stabilization Among Taco Bell's Youngest Customers?

Michael Gunther

Jul 30, 2026 | 5 minutes read | Insight Flash

Consumer Spending Quick Service Restaurants Restaurants Taco Bell US

Early Signs of Stabilization Among Taco Bell's Youngest Customers?

Taco Bell's sales slowed sharply in mid-July as the brand became the subject of Cyclospora-related headlines. It's important to view that slowdown in...

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Michael Gunther

Jul 24, 2026 | 5 minutes read | Insight Flash

Amazon Apparel Accessories & Footwear Ecommerce Retail Shein US

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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Harsh Masher

Jun 8, 2026 | 5 minutes read | Insight Flash

BJ's Consumer Spending Costco Retail Sam's Club Texas US Warehouse Clubs

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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Harsh Masher

May 20, 2026 | 5 minutes read | Insight Market Hit

Consumer Spending earnings HomeGoods Marmaxx Off-Price Retail TJX US

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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Fuel Squeeze Persists: Broad-Based Across Consumers, Hitting Younger and Lower-Income Hardest

Michael Gunther

May 15, 2026 | 5 minutes read | Insight Flash

Card Data Consumer Spending Gas Prices Inflation Macro US

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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Spirit halts all flights. Consumer Edge data shows where their customers may go.

Michael Gunther

May 6, 2026 | 5 minutes read | Insights

AAL Air Travel algt DAL FLYYQ JetBlue spirit airlines US

Spirit halts all flights. Consumer Edge data shows where their customers may go.

Spirit Airlines halted all flights at 3am ET Saturday, the first major U.S. carrier to shut down in nearly 25 years. Tens of thousands of passengers...

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Starbucks' Q2 Beat: What the Spending Data Shows

Jordan Von Tress

Apr 30, 2026 | 5 minutes read | Data Bite

QSR Restaurants Starbucks Transaction Data US

Starbucks' Q2 Beat: What the Spending Data Shows

Starbucks just posted Q2 North America comparable sales of +7.1%, beating the Street's +4.5% on both transactions and ticket. Consumer Edge data show...

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American Eagle's Sweeney Effect: What the Spending Data Shows

Jordan Von Tress

Apr 15, 2026 | 5 minutes read | Data Bite

American Eagle Apparel Accessories & Footwear Transaction Data US

American Eagle's Sweeney Effect: What the Spending Data Shows

American Eagle's second Sydney Sweeney campaign just launched. Our credit and debit card data shows the first one did more than drive a short-term bu...

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It's Bracket Season. The Sports Betting Market Has Its Own Picks.

Jordan Von Tress

Mar 23, 2026 | 5 minutes read | Data Bite

BetMGM Data Bite DKNG FLUT MGM US

It's Bracket Season. The Sports Betting Market Has Its Own Picks.

With March Madness underway, sports betting is entering one of its highest-volume stretches of the year. Spend data from the past 12 months shows a m...

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Vinted is In: Vinted Eyes US Market Amid Strong European Growth

Harsh Masher

Nov 21, 2025 | 5 minutes read | Insight Flash

Consignment & Thrift Stores Fashion Fashion Resale UK US Vinted

Vinted is In: Vinted Eyes US Market Amid Strong European Growth

Secondhand-fashion online marketplace Vinted is exploring a share sale that could value the company at €8 billion, underscoring the resale market's...

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Royal Caribbean forecasts quarterly profit below estimates as expenses surge

Public Relations

Oct 28, 2025 | 5 minutes read | News

Cruises Reuters Royal Caribbean US

Royal Caribbean forecasts quarterly profit below estimates as expenses surge

...

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An Auspicious Reboot: Gucci’s prospects look just that

Alex Breslin-Johnson

Oct 28, 2025 | 5 minutes read | Insight Flash

Black and Decker Gucci KER-PAR Luxury Luxury Apparel Retail US

An Auspicious Reboot: Gucci’s prospects look just that

Following a string of shaky earnings and design reshuffles, fashion conglomerate Kering has been working to reestablish their footing as one of the p...

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