Category: Insight Market Hit
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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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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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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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27 October 2023 | 5 minutes read | Insight Market Hit
Macro Environment Weighing on Lower-Income Cohorts for TSCO
In its recent earnings report, Tractor Supply management cited macroeconomic pressures continuing to weigh on consumer spending behavior, particularl...
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28 August 2023 | 5 minutes read | Insight Market Hit
Is the Fragrance Wearing Off for BBWI?
Beauty products retailer BBWI recently reported a North America sales decline of (3.6%), close to CE Transact implied reported growth of (4.3%)....
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