Tag: Wayfair
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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Jan 16, 2026 | 5 minutes read | Insight Market Hit
Hit Flash: Dunelm’s disappointing Q2 sends shares down 20%; CE data reflected the miss
UK home furnishings retailer Dunelm (DNLM) reported disappointing results for its fiscal 2026Q2 this morning, with total sales growth of +1.6% over t...
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Sep 29, 2025 | 5 minutes read | News
Trump's furniture tariffs hit importers in latest trade salvo
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Apr 7, 2025 | 5 minutes read | All Posts
March 2025 US Consumer Spending: second month of flat growth
March 2025 US consumer spending was essentially flat YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. This ...
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Mar 4, 2025 | 5 minutes read | All Posts
February 2025 US Consumer Spending: economic blackout and slowing activity
February 2025 US consumer spending fell 3.4% YoY according to the Earnest Analytics Spend Index powered by Vela Gamma transaction data. Part of the w...
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Feb 10, 2025 | 5 minutes read | All Posts
January 2025 US Consumer Spending: fuel sales grew as spending slowed
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Jan 8, 2025 | 5 minutes read | All Posts
December 2024 US Consumer Spending: ecommerce, traditional retail surge
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Dec 9, 2024 | 5 minutes read | All Posts
November 2024 US Consumer Spending: restaurants surge, apparel falls
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Nov 11, 2024 | 5 minutes read | All Posts
Early holiday sales winners of 2024
According to Earnest transaction data, big box retailers Walmart and Amazon had the highest percentage of shoppers participating in their early holid...
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Nov 5, 2024 | 5 minutes read | All Posts
October 2024 US Consumer Spending: Wholesale Clubs, Fast Food accelerate
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Oct 30, 2024 | 5 minutes read | All Posts
Early holiday events attract most loyal shoppers for Amazon, Walmart, Target
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Oct 7, 2024 | 5 minutes read | All Posts
September 2024 US Consumer Spending: fuel sales drag growth
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Sep 11, 2024 | 5 minutes read | All Posts
Summer events account for highest percent of TikTok Shop, Amazon sales
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Aug 27, 2024 | 5 minutes read | All Posts
Summer promotional event event shoppers far outspend non-shoppers during the year
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Aug 19, 2024 | 5 minutes read | All Posts
Amazon, Wayfair experience largest sales lifts from summer promos
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Aug 12, 2024 | 5 minutes read | All Posts
Nearly one in five Amazon customers shopped Prime Day 2024
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Aug 6, 2024 | 5 minutes read | All Posts
Amazon has most loyal summer promo event customers; Wayfair has the least
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May 28, 2024 | 5 minutes read | All Posts
Express, Adidas, Wayfair, Macy’s, Lululemon benefit from late season tax refunds
Available to clients in the IRS Payments dashboard. Contact sales for details....
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May 13, 2024 | 5 minutes read | All Posts
Home Furnishing, Footwear benefit most from tax refund spending in 2024
Available to clients in the IRS Payments dashboard. Contact Sales for details....
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Mar 13, 2024 | 5 minutes read | All Posts
Home Furnishing, Auto Parts, and Electronics benefiting most from tax season despite late start, fewer refunds
Through the first 33 days of the tax filing season*, the number of refunds and their average size fell 11.6% and 2.4% YoY, respectively, in Earnest A...
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Jul 19, 2023 | 5 minutes read | All Posts
Frontier, Peloton, and Old Navy among More Exposed Brands As Student Loan Payments set to Resume
Download full report: Evaluating the Impact of Student Loan Payment Resumption on Consumer Spending....
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May 8, 2023 | 5 minutes read | All Posts
Way Day 2023 similar to prior spring events despite additional day
Wayfair’s largest shopping event of the year, Way Day, was held April 26-28 and offered consumers free shipping and deals on over a million items, ...
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Jan 5, 2023 | 5 minutes read | All Posts
Estimating the Long-Term Impact of Major Events: Evidence from COVID-19
By Shin Oblander (Columbia University) and Daniel Minh McCarthy (Emory University)...
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Jul 29, 2021 | 5 minutes read | Consumer>Retail
Will COVID's Home Spending Boom Last?
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 ...
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May 6, 2021 | 5 minutes read | Consumer>Macro
The (Un)Vaccinated Consumer
As vaccine rollouts continue and pandemic restrictions ease across the U.S. we looked across various states to understand how local economies are res...
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Mar 18, 2021 | 5 minutes read | Consumer>Macro
The COVID Consumer, One Year Later
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 ...
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Jul 9, 2020 | 5 minutes read | Consumer>Macro
From Reopening to Resurgence: Part One
Earnest continues to monitor the consumer response to the resurgence of coronavirus cases across parts of the U.S. As more states see a peak in new c...
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Jul 1, 2020 | 5 minutes read | Consumer>Macro
A Low-Income Covid Recovery
As consumer spending revives, we took a deeper look at income levels to understand how different earnings cohorts are driving the ongoing recovery. W...
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May 19, 2020 | 5 minutes read | All Posts
Earnings by Earnest: 1Q 2020
Earnings by Earnest highlights recent examples of how Earnest tools tracked business health per management’s commentary on earnings results....
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Feb 3, 2020 | 5 minutes read | Consumer>Retail
Looking for Safe Harbor: What Happened to Pier 1?
The Home Furnishings market has changed a lot in just the last two years. Juggernaut Bed Bath & Beyond lost the most share among Home Furnishings spe...
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