Author: Michael Gunther
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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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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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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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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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18 October 2023 | 5 minutes read | Insight Flash
Still Kicking: As US Consumer Outlook Gets Cloudy, Seniors Offer a Silver Lining
With younger consumers facing mounting headwinds to their discretionary spending amid the resumption of student loan payments, stagnating wages, and ...
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13 October 2023 | 5 minutes read | Insight Flash
How is Europe Consumer Spend Holding Up?
It’s been a challenging 18 months for the European consumer. High inflation, anemic wage growth, and geopolitical issues have all dampened sentimen...
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12 October 2023 | 5 minutes read | Insight Flash
The Lightning Deal Strikes: How Temu’s Fast Growth Could Impact Retail
“The Amazon killer.” “The challenger of dollar store dominance.” “The future of buying things.” Temu, the fast-growing Chinese e-commerce...
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