💅 Sally Beauty: Low-Income Consumers Drive Sales Decline, But Higher Income Shoppers Provide Boost Sally Beauty (SBH) reported US sales declined -2.8%, consistent with the CE Vantage forecast of -2.8% and below consensus of -0.8%. Management noted a “more challenging external

💅 Sally Beauty: Low-Income Consumers Drive Sales Decline, But Higher Income Shoppers Provide Boost Comparing calendar Q1 2025 vs. 2024, Consumer Edge data shows that Sally Beauty lost nearly 40 bps of spend share in the Beauty Products Retail subindustry among customers making

We're proud to see our insights featured in the New York Post's latest article from Taylor Herzlich on how recent tariffs are reshaping U.S. shopping habits. Our data reveals a significant shift: as tariffs impact Chinese e-commerce giants like Temu and Shein, American consumers

🤖 AI Spotlight: Perplexity Amidst Perplexity AI talks of raising $500M in funding, CE data explores their subscriber trajectory to reveal they're one of the fastest-growing Productivity AI brands. 🔗 hubs.li/Q03mLZ1F0 #AlternativeData #Perplexity #AI

We're proud to see our insights featured in a Chain Store Age article from Marianne Wilson on how recent tariffs are reshaping U.S. shopping habits. Our data reveals a significant shift: as tariffs impact Chinese e-commerce giants like Temu and SHEIN, American consumers are

Our insights are featured in a ConsumerAffairs article from Mark Huffman on how recent tariffs are reshaping U.S. shopping habits. 🔗 hubs.li/Q03mWyj50 #ConsumerEdge #RetailTrends #AlternativeData #Tariffs #Ecommerce

Consumer Edge data and expert insights are featured everywhere you read news. ICYMI, in May we've been featured in Bloomberg, Forbes, New York Post, ConsumerAffairs, Chain Store Age, The Business of Fashion, and more. 👉 hubs.ly/Q03nlflJ0 #ConsumerEdge #RetailNews

Since our last report, Temu and Shein performance in the US has deteriorated further, and spending has continued to shift toward brands across US retail. Read more to see which brands are benefiting, like ASOS.com, DICK'S Sporting Goods, Bloomingdale's, and

We’re sponsoring The Lead Summit for 2025, coming up May 28-29 in NYC! It's a must-attend event for brands and retailers, with 180+ speakers from brands like New Balance, Marc Jacobs, Vans, MAC Cosmetics, Fossil Group, Inc., Columbia Sportswear Company, and more. We'll be

📈 MARKET HIT! TGT Sales Decline Falls Short of Consensus CE data was predictive of Starbucks sales miss, as SBUX reported Q2 same-store sales growth down -2%, in line with CE Implied Reported Growth of -1.3% and below consensus of -0.2%. They also reported North America sales

Tariffs are hurting Shein and Temu. Here's where shoppers are looking for deals. CE data featured in this CNN video with insights from Michael Gunther, on where shoppers are going as they shift spending away from Shein and Temu. Watch the video ▶️ hubs.li/Q03nRHMF0

🛒 Checking Out Trends in the UK Grocery Market Consumer transaction data – in particular, credit and debit card data – can provide valuable real-time insights into this dynamic and critical sector. In our inaugural UK Grocery industry report, we use Consumer Edge’s

📈 Prime Position: Amazon Gains Share As Consumers Pull Back Elsewhere Consumer Edge transaction data shows Amazon outperforming the broader market, picking up 200bps of share in May alone. Strategic promos and reduced competition from cross-border players like Temu and Shein

📍 Live from The Lead Summit! Team Consumer Edge is on the ground at #TheLeadSummit2025 and energized by the incredible innovation, networking, and insights being shared here in NYC. We're thrilled to be among industry leaders driving the future of data, commerce, and consumer

🛒 From Tariffs to Totes: Trouble in the Aisle at Walmart and Target As trade tensions simmer, CPG prices are starting to boil, with Walmart and Target showing notable price upticks through May 25th. Consumer Edge Basketview data reveals the sharpest pricing jump of 2025 so far,

💋Rhode: Digging in to E.L.F’s $1B Bet on Clean Skincare and Next-Gen Consumers E.L.F. BEAUTY is betting big on the future of beauty with its $1B acquisition of Gen-Z favorite rhode skin. CE data shows the two brands have distinct but complementary customer bases—opening the

📈🏷️ Consumer Spending Trends: A Closer Look at Rising Average Ticket Sizes Tariff-related price hikes are beginning to play out, and we explore how ticket size is growing across key categories like fast fashion, luxury brands, and fine dining. 🔗 hubs.li/Q03qZmZW0

A First-Class Warning Sign: Wealthier Travelers Pull Back On Airfare During Uneasy Economy CE data featured in Forbes with insights from Michael Gunther, showing that high-income consumers are significantly pulling back on airfare spending, reversing previous trends and raising

🍗 Coming in Hot: Tracking the Rapid Rise of Dave’s Hot Chicken Consumer Edge data evaluates Dave's Hot Chicken market share against top quick-service chicken competitors. 🔗 hubs.li/Q03rRt1k0 #ConsumerEdge #RestaurantTrends #TransactionData

It's almost time for CommerceNext! If you'll be there, we'd love to meet up. Michael Gunther will be representing Consumer Edge to talk about data-driven insights and how they can fuel growth. Can't make it but still want to connect? Reach out anytime: hubs.li/Q03rGGBR0