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29 November 2023 | 5 minutes read | Insight Market Hit
A+ for A&F: CE Data Reflects Abercrombie & Fitch’s Total Revenue Beat
As market watchers await indicators of the health of the holiday shopper, CE’s U.S. and EUR Transact data accurately reflected ANF’s sizable Q3 r...
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28 November 2023 | 5 minutes read | Insight Market Hit
Lower Expectations: CE Data Tracked LOW’s Revenue Miss
Following LOW’s revenue miss, management cited a pullback in DIY spending as the driver of the decline. Management did highlight one bright spot, h...
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27 November 2023 | 5 minutes read | Insight Flash
As Inflation Softens, What Does Transaction Data Say About Europe Consumers?
Data from Consumer Edge suggests that spend growth in discretionary categories in Europe is picking up, chiming with changes in the macroeconomic lan...
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21 November 2023 | 5 minutes read | Insight Flash
Going Viral: Examining TikTok Shop’s Sector and Brand Level Impact
TikTok Shop, the online marketplace of the social media platform TikTok, has generated a lot of buzz since its September launch. For some companies i...
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20 November 2023 | 5 minutes read | Insight Market Hit
Off-Price, On Top: CE Data Reflects TJX Companies’ Revenue Beats
Off-price retailer TJX Companies (TJX), who owns brands including T.J. Maxx, Marshalls, and HomeGoods, recently reported US Revenue growth up 9.7% ye...
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20 November 2023 | 5 minutes read | Insights
CE Vision Percentiles Dashboard: Transaction Data Unlocks Customer Loyalty Insights
In addition to showing clients how brands, subindustries, and industries are performing, the CE Vision platform allows users to dissect and analyze d...
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17 November 2023 | 5 minutes read | Insight Market Hit
Department Store Pain: CE Data Tracks Dillard’s Revenue Miss
Department store Dillard’s (DDS) recently reported total revenue growth down -4.4% year over year, close to CE implied reported growth of -4.5% and...
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15 November 2023 | 5 minutes read | Insight Market Hit
Changing the Menu: CAVA Looks for New Ways to Sustain Revenue Growth
Fast-casual Mediterranean restaurant company Cava Group (CAVA) reported total revenue growth of +27%, in-line with the CE Implied reported growth of ...
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14 November 2023 | 5 minutes read | Insight Market Hit
Growth Delivered: CE Data Tracked Instacart's Revenue Beat
Grocery delivery service Instacart (CART) recently reported interesting growth both around increasing customer transaction amount and overall revenue...
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03 November 2023 | 5 minutes read | Insight Market Hit
CE Vantage Predicts AMZN's Beat vs. Consensus
Online marketplace Amazon (AMZN) recently reported North America sales growth of 11%, in-line with CE implied reported growth of 11.1% beating consen...
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31 October 2023 | 5 minutes read | Insight Market Hit
BJ's Bucks Decline in Dining?
In its recent earnings call, BJRI cited deteriorating traffic trends throughout the summer for slower sales growth, caused by last year’s abnormal ...
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30 October 2023 | 5 minutes read | Insights
CE Vision Brand Basket Use Case: Lowe's Consumer Transaction Data
Corporate clients are interested in uncovering which retailers are shopped on the same trip, in order to evaluate potential partnership opportunities...
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Stay Ahead of the Curve: Join Our Global Community and Get Access to Exclusive Consumer Market Insights, Industry Ranking Reports, Product News, and Market Updates from the Consumer Edge Insight Center