Stay Ahead of the Curve

Michael Gunther

25 September 2023 | 5 minutes read | Insight Flash

Amid increasing buzz about the competitive threats of Temu and Shein, CE data reveals increasing customer overlap between Amazon and these newcomers,...

Michael Gunther

25 September 2023 | 5 minutes read | Insight Flash

Retail gasoline prices have been steadily rising throughout 2023, with increases accelerating since the end of July. Though prices are still below la...

Michael Gunther

21 September 2023 | 5 minutes read | Insight Flash

With the recent incorporation of 30M new debit cards into our U.S. panel, CE data is showing improved relationships between transaction data and comp...

Stacie Rabinowitz

14 September 2023 | 5 minutes read | Insight Deep Dive

Instacart is a complex business, serving as both a grocery technology platform and a consumer grocery shopping app.  Through Consumer Edge’s uniqu...

Michael Gunther

05 September 2023 | 5 minutes read | Insight Flash

With the latest flurry of dollar store and discounter earnings, CE Transact data successfully pointed to divergent trends among the major players in ...

Stacie Rabinowitz

31 August 2023 | 5 minutes read | Insight Flash

Overstock.com has retired its own website and relaunched a Bed Bath & Beyond-branded site in its place. Although the home furnishings site has seen ...

Stacie Rabinowitz

30 August 2023 | 5 minutes read | Insight Deep Dive

As Central Banks keep interest rates high to curb inflation, mortgage rates in both the US and UK have reached levels not seen for many years.  With...

Katherine Bjorkman

28 August 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%)....

Michael Gunther

25 August 2023 | 5 minutes read | Insight Flash

Off-price department stores have recently and meaningfully outpaced their full-line counterparts, driven by both unit expansion and same-store sales ...

Katherine Bjorkman

22 August 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

21 August 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

17 August 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...