Author: Michael Gunther

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...

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 ...

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 ...

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...

Michael Gunther

15 August 2023 | 5 minutes read | Insight Flash

Does the recent moderation in UK price pressures herald an inflection in inflation? UK apparel spend is reflecting pressure the UK consumer has been ...

Michael Gunther

08 August 2023 | 5 minutes read | Insight Flash

First Watch Restaurant Group (FWRG), a family dining restaurant that specializes in brunch, reported their quarterly earnings this week. Consumer Ed...

Michael Gunther

24 July 2023 | 5 minutes read | Insight Flash

Recently, two major players in the convenience/gas industry, Sheetz and Circle K, held one-day holiday promos that included discounts on the price of...