In their most recent earnings report, HFGG-ETR highlighted the variability in performance across geographies, especially reopening economies and those hit hardest by inflation. Since CE Transact Global is now able to track individual performance across seven different markets, it can provide key insights into performance differences. In today’s Insight Flash, we look at share performance for the Domestic US segment versus the International transactions for six European countries, as well as individual country growth rates and repeat purchase behavior in the US and UK.
Athleisure has become a global fitness trend. But brand preferences differ significantly across geographies. In today’s Insight Flash, we take advantage of CE Transact Global’s seven-country coverage to examine which brands are trending by geography in terms of direct-to-consumer market share, spend growth, and average ticket.
HM.B-OME’s most recent sales report for 4Q2022, which ended in November, raised concerns that the Swedish fast fashion company isn’t moving fast enough to keep up with established rivals like Zara and newer entrants like Shein. In today’s Insight Flash, we take advantage of our newly launched Continental European data – tracking spend in Austria, France, Germany, Italy, and Spain – to understand the company’s performance across continents, digging into brand trends and how their higher priced brands are faring around the world.
Zalando, much like Consumer Edge, has rapidly expanded its presence across European markets with on-trend products that meet customer needs. This makes the company a fitting topic for our first pan-European Insight Flash using our newly launched CE Transact EUR dataset to examine how Zalando’s performance has trended across the six countries covered. CE Transact EUR has been highly predictive of Zalando’s reported sales growth over the past three years with a 97% correlation.
As inflation in categories like grocery restricts consumer spending in other areas, and as rising interest rates make auto loans more expensive, have used car sales hit a speedbump? Following up on our data’s accurate capture of last week’s CVNA reported sales decline – which sent the stock plummeting 50%, in today’s Insight Flash we dig into how competitor sales are trending, how the average inventory price compares to the average selling price of vehicles, and how many days vehicles are staying listed on websites before being sold.
With yesterday’s AAPL earnings report beating expectations, the iPhone maker seems to have weathered the storm battering other tech companies for now. In today’s Insight Flash, we demonstrate how the combination of our CE Transact and CE Receipt datasets could have provided early insight into iPhone 14 performance, giving a preread on preorders. CE Transact data is able to capture what US shoppers spend at the Apple Store both online and at the company’s brick-and-mortar locations.
Today’s cost of living increase for Social Security is the highest in 40 years. With recent inflation hitting those on a fixed income particularly hard, such a large increase is likely to provide much-needed relief to senior citizens. In today’s Insight Flash, we dig into spending patterns for those aged 65+ using our access to demographic data, seeing how spend has trended recently overall for this group and which subindustries and companies are most likely to benefit from extra dollars in these shoppers’ pockets.
Macro pressures in the UK are likely to put the squeeze on Grocery profits for the end of the year. With a recent warning by Tesco highlighting the impact of tighter consumer wallets, in today’s Insight Flash we do a pulse check on UK Grocers. Subscribers can track this data as the last three months of the year play out, seeing the extent to which conditions deteriorate or whether they improve and which grocers are most impacted.
Bed Bath & Beyond has survived the test of time as one of the last remaining big box brick-and-mortar category killers. But recent performance has lagged, and reports of debt restructuring call into question how much longer the business model can survive. In today’s Insight Flash, we review the Bed Bath basics to showcase how equity investors might have been able to get ahead of the company’s large drops in share price, and how potential bondholders can better understand the risk profile compared to others in the space, by banner, and by channel.
Cable and Satellite services have invested heavily in NFL add-on packages to allow viewers access to non-local games. But with Amazon and DirectTV locking up Thursday night games and other digital platforms offering alternatives for Sunday and Monday, has streaming finally started an incursion onto one of the last remaining traditional TV bastions? In today’s Insight Flash, we examine football’s impact in previous seasons on satellite and streaming subscriptions, looking at the timing of new customer adds, retention post-sports season, and specific package enhancements.
One emerging use case for Consumer Edge data is better understanding real estate investments, both for real estate investors and for companies looking at the best other tenants to position themselves with. In today’s Insight Flash, we illustrate how either of these groups would think about a potential location strategy based on which subindustries are growing fastest locally, which other tenants are most likely to be cross-shopped, and which businesses are retaining their in-store appeal.
As at-home delivery services keep growing, Uber’s purchase of Drizly in October of last year seemed a natural synergy to complement Uber Eats and Postmates. But has Drizly been delivering? In today’s Insight Flash, we examine how Drizly’s direct business has fared over the last year since the purchase, looking at market share, average ticket, and cross-shop. Market share of spend directly through Drizly has declined since the Uber purchase. In the three months before the deal closed in 2021, Drizly had risen to \~3.5% share of spend for tagged brands in the Wine & Liquor subindustry.
As worldwide inflation has increased the costs of food, are customers keeping their taste for Meal Kits? In today’s Insight Flash, we look at trends for the top Meal Kit companies in the US and UK, focusing on spend growth, pricing, and retention. In the US, Meal Kits subindustry growth has been stronger than in the UK over the last 35 days on a one-year, two-year, and three-year basis. Compared to three years ago, spend in the US was up 119% versus a still healthy 97% for the UK, 25% versus 18% compared to two years ago, and a positive 4% versus negative -10% compared to last year.
With the 2022 school year just starting in the US, we use our unique demographic data to isolate households with children and see how their spending patterns have changed versus previous years. In today’s Insight Flash, we look at total back to school spend for households with children, a breakdown in growth rates by subindustry, and which brands saw the strongest trends. Since just after back to school three years ago in September 2019, spend has risen more quickly for households with children than for those without.
Footwear retailer Shoe Carnival Inc (NASDAQ: SCVL) kicked off its third fiscal quarter as the 2022 back-to-school season was in full swing. A breakdown of retail and ecommerce spending trends found that Shoe Carnival Inc stores experience a hike in sales during August, corresponding with back-to-school shopping, while the company’s ecommerce sales instead sees their biggest spike during the holidays. When it comes to customer acquisition, most online sales at the footwear company are from new customers, but most retail sales originate from returning customers.
Although summer is not even over, many skiers are already looking forward to slope season. In today’s Insight Flash, we look at Epic Annual Pass sales for MTN over the last three years to show how our data can be used to interpret the upcoming surge in spend. We look at the overall seasonality in higher tickets, spend by customers traveling in from different regions, and how often annual passholders skied last year.
With many US companies finally mandating a return to the office after Labor Day, some companies that have continued to ride the remote work wave may see sales slow. In today’s Insight Flash, we look at the impact working from home has had on direct delivery coffee companies, seeing how incumbent Nespresso has fared versus newer brands in terms of spend growth, retention, and new customer acquisition.
JD Sports Fashion has managed to build a multi-brand platform targeting consumers at the intersection of, as its name suggests, sports and fashion. With Athletic Apparel more generally benefitting from work-at-home trends, what have been the drivers of JD’s performance? In today’s Insight Flash, we examine subindustry performance in both the US and UK, trends for individual JD brands, and which competitors are most likely to be cross-shopped.
Recent trends in inflation and other macroeconomic factors have created interesting idiosyncrasies in company reported performance. One of the most interesting sectors has been department stores, where the interplay between full-line full price, clearance, and off-price has played out differently across the different companies in the space. In today’s Insight Flash, we look at overall industry and subindustry trends, average ticket, and ticket buckets to understand how spend has shifted in the Department Store space.
After a wave of new streaming services have crowded consumers’ Roku screens and spurred requests for shoppers’ roommate’s cousin’s girlfriend’s father’s password, have we finally hit a saturation point for streaming services? Two recent consolidations suggest that we may have, with HBO Max and Discovery+ to merge into one service and Walmart (which sold its Vudu service to Fandango) to partner with Paramount+ by offering the service free for Walmart+ customers.
