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Consumer Edge Research

Consumer Edge Insight offers exclusive street-ready big-data products engineered for alpha generation by Data Science Teams & Portfolio Managers alike. CEI offers a number of alternative data products including CE Transact, our leading U.S. credit/debit card insight product (15M cards). CE Transact products provide aggregated revenue signal, deep fundamental cohort analysis and/or granular transaction-level data feeds with unparalleled metadata. Advantages: shortened latency (T+4), better panel representativeness (9M+ daily panel), and metadata integration such as demographics (at cardholder level). All data is cleaned with CEs Advanced Tagging System.

November 11, 2022 / Business

A Speedbump for Used Car Sales

From Consumer Edge Research
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.
October 31, 2022 / Business

Combining Datasets to Get to the Core of AAPL Sales

From Consumer Edge Research
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.
October 14, 2022 / Business

Is Inflation Causing a Different Kind of Senior Moment?

From Consumer Edge Research
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.
October 11, 2022 / Business

Food for Thought on UK Grocery

From Consumer Edge Research
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.
October 7, 2022 / Business

How Battered is Bed Bath & Beyond?

From Consumer Edge Research
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.
October 4, 2022 / Business

Will Football Streaming Call An Audible on Cable and Satellite TV?

From Consumer Edge Research
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.
September 30, 2022 / Real Estate

Getting Real About Real Estate

From Consumer Edge Research
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.
September 23, 2022 / Business

Is Drizly Delivering for Uber?

From Consumer Edge Research
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.
September 20, 2022 / Business

What’s On the Menu for Meal Kits?

From Consumer Edge Research
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.
September 16, 2022 / Business

Is Back to School Back to Normal?

From Consumer Edge Research
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.
September 15, 2022 / Business

Shoe Carnival racks up retail sales during the back-to-school season and ecommerce sales during the holidays

From Consumer Edge Research
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.
September 13, 2022 / Business

Will Annual Pass Sales be Epic for MTN?

From Consumer Edge Research
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.
September 9, 2022 / Business

The Work-From-Home Coffee Binge

From Consumer Edge Research
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.
September 2, 2022 / Business

Does JD Stand for Getting the Job Done in Athletic Apparel?

From Consumer Edge Research
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.
August 30, 2022 / Business

Are Department Stores Departing from Trend?

From Consumer Edge Research
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.
August 26, 2022 / Business

Do We Finally Have Too Many Streaming Services?

From Consumer Edge Research
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.
August 23, 2022 / Business

Are Cycling Classes Spinning Out of Control?

From Consumer Edge Research
Heading into 2020, cycling studios and spin classes were gaining speed. As studios closed, at-home cycling brands kept the trend in focus. But troubles at Peloton earlier this year followed by a recent announcement from Soul Cycle that it was closing a quarter of its studios seem to indicate that the workouts have gone off course. In today’s Insight Flash, we examine how spin classes have fared versus overall athletic clubs in our CE Transact data, then deep dive into specific trends for Peloton class attendance using our CE Web data, followed by tracking the markets where SoulCycle is closing from our CE Transact data.
August 19, 2022 / Business

Where is UK Inflation Hitting Hardest?

From Consumer Edge Research
As y/y inflation in the UK continues to create woes for shoppers, which businesses are suffering as well? In today’s Insight Flash, we dig into not only where average ticket has increased the most, but also look at which subindustries might be seeing the impact of trade up/trade down. Since the beginning of the year, the largest changes in average ticket have been concentrated in travel-related industries, likely partly due to longer trips during the holiday period but also partially driven by rising costs as demand and fuel prices make transport more expensive.
August 16, 2022 / Business

Where are High Income Shoppers Trading Down?

From Consumer Edge Research
In last week’s earnings report, DIN reported rising sales at Applebee’s and IHOP among High Income shoppers making over $75,000 per year. They hypothesized that this was the result of those shoppers trading down from more expensive dining destinations as year-over-year inflation pressures continue. In today’s Insight Flash, we take advantage of our demographic data to see how high-income individuals have altered their spending in recent months. We look at overall spending by income group, deep dive into the restaurant sector, and examine changes in average ticket across subindustries for high income shoppers.
August 12, 2022 / Business

Is Primark hitting its Prime Marks?

From Consumer Edge Research
With inflation in both the US and UK forcing shoppers to trade down for cheaper goods in certain categories, is discount apparel retailer Primark seeing a tailwind from shoppers looking for cheaper apparel choices? In today’s Insight Flash, we look into Primark’s spend growth versus its broader industry and subindustry, trends in average basket, and which brands are most likely to be cross-shopped. In Primark’s core UK market, spend growth on a three-year basis outpaced the broader industry and subindustry pre-pandemic.