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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.

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.
August 9, 2022 / Business

The Lightning Growth of Electric Vehicle Charging Stations

From Consumer Edge Research
With gas prices surging over the last year, electric vehicles are looking more and more like an attractive alternative. But auto manufacturers aren’t the only ones to benefit from their increasing popularity – companies operating charging stations are also primed to take off. In today’s Insight Flash, we compare the success of three top charging station brands, looking at overall growth, changes in average ticket, and popularity by geography.
August 5, 2022 / Business

Which Businesses are Heating Up from July’s Searing Temps?

From Consumer Edge Research
A heat wave at the end of July led to scorching temperatures across the US. As consumers cranked up their air conditioners and iced their beverages, did any businesses benefit from the warmer weather? In today’s Insight Flash, we take advantage of our partnership with WeatherOptics to examine the impact in two markets on the East and West Coast, and to deep dive into how the heat wave progressed for movie theatres, a seemingly cool haven for those looking to keep their AC bills down.
August 2, 2022 / Business

Airline Merger Creating TrueBlue Free Spirits

From Consumer Edge Research
After a contentious battle between JetBlue and Frontier, Spirit Airlines has finally announced a deal with JetBlue. In today’s Insight Flash, we look at what the deal will mean for their combined consumer spend share, how close the companies really are when it comes to ticket prices, and which competitors are the most at risk in key hubs based on cross-shop.
July 29, 2022 / Business

The 90’s Called and Claire’s is Back

From Consumer Edge Research
Mall mainstay Claire’s jewelry has seen a recent turnaround, moving to off-mall locations and partnering with large brick-and-mortar chains to display its products. In today’s Insight Flash, we look at how the company’s DTC business is performing in the US and UK versus the broader subindustry, whether it’s capturing nostalgia Gen Zers or a new audience in the US, and whether its new Walmart partnership is likely to boost sales.
July 26, 2022 / Business

Tracking a Cooling Housing Market During a Temperature Heat Wave

From Consumer Edge Research
Although temperatures have been rising, the housing market has been cooling. In today’s Insight Flash, we focus on how to use our CE Web webscrape dataset to catch the inflection points of when the downturn started and when it might reverse, looking at leading indicators of sales and changes in ASP at the state level. CE Web captures listings on the Opendoor and Offerpad websites, with the removal of a listing usually a leading indicator of a pending sale.
July 25, 2022 / Business

Will Starbucks Have Its Own Brexit?

From Consumer Edge Research
According to recent reports, Starbucks is looking to sell its UK business. Although sales have recovered somewhat with offices reopening, does lower loyalty in the UK versus the US pose a problem? In today’s Insight Flash, we compare trends in the US versus UK, loyalty metrics, and cross-shop to dig into the company’s performance across geographies. Looking at spend versus pre-pandemic levels, Starbucks UK growth is very similar to US growth.
July 20, 2022 / Business

Does the Prime-Grubhub+ Tie-Up Spell a New Model for Ecomm Loyalty?

From Consumer Edge Research
Amazon’s Prime program has vastly expanded its features over the years – adding streaming media, discounts at Whole Foods, and a recently announced free year of Grubhub+/Seamless+. Will tying in with other loyalty programs provide a boost to subscriptions? In today’s Insight Flash, we examine cross-shopper behavior to assess the desirability of the partnership, as well as looking at retention for Grubhub+ and whether new Prime subscribers have been slowing.
July 18, 2022 / Economy

What to Make Out of UK Macro

From Consumer Edge Research
With Johnson’s resignation and new leadership on the horizon, the overall state of the UK economy is becoming more important to monitor. In today’s Insight Flash, we review the tools available in CE Transact UK for understanding overall UK spend, for looking at spend by country, and to understand which industries are driving the total growth. UK consumer spend on debit and credit cards has been growing at about 10% above pre-pandemic levels (on a three-year basis) since calendar Q2 2021.
July 13, 2022 / Business

Spending 7/11 on 7-Eleven

From Consumer Edge Research
With high gas prices continuing to impact consumer spend, delivery startups gaining market share, and, well, the fact that it’s the eleventh of July, it’s only appropriate to take a deep dive into the world’s largest convenience chain 7-Eleven. In today’s Insight Flash, we take advantage of our ability to separate the company’s fuel versus ex-fuel sales to assess performance versus the overall Convenience subindustry, examine how often its customers cross-shop competitors, and look at how demographics differ between the two sides of the business.
July 11, 2022 / Business

Does Zalando Still Have Zazzle?

From Consumer Edge Research
Zalando is blaming its recent woes on broader industry trends. But although other European online fashion retailers are also seeing slowing sales, is there more to the story? In today’s Insight Flash, we compare Zalando’s recent spend growth to the broader industry, break down trends for urban shoppers versus the total UK, and look at whether new customer acquisition has slowed.
July 4, 2022 / Business

Breaking Down the Macros

From Consumer Edge Research
A volatile economic environment has caused large swings in performance for many companies, making it more important than ever to understand the macroeconomic trends affecting all merchants. In today’s Insight Flash, we highlight several analyses that are part of Consumer Edge’s unique suite of macro products, looking at y/y growth in total spend, spend cut by demographics, and which industries and subindustries are most impacted by spending trends in a particular demographic.
June 29, 2022 / Business

Are International Airline Sales Flying High After Policy Changes?

From Consumer Edge Research
On June 10, the US government removed a restriction that travelers flying in from other countries needed to show a negative COVID-19 test to enter the country. This restriction was a potential barrier not only to foreign tourists, but to US citizens who were hesitant to travel abroad and risk getting stuck in a foreign country. In today’s Insight Flash, we look at spend growth on international airlines for US travelers and US airlines for UK travelers to determine the extent to which the policy change has boosted foreign travel.
June 21, 2022 / Business

A Spending Jubilee in the Queen’s Honor

From Consumer Edge Research
Earlier this month, the UK experienced a rare Platinum Jubilee in honor of Queen Elizabeth II. In today’s Insight Flash, we take advantage of our ability to pinpoint exact transaction dates in our UK Transact data to look into how shoppers celebrated during the four-day bank holiday Thursday June 2 to Sunday June 5. In general, there wasn’t a dramatic change in total UK spending. The week before and the week of the Jubilee saw spend 13% and 14% higher than the first week of January, below the spend lift seen in the week before the Early May Bank Holiday.
June 15, 2022 / Business

Amusement Parks Heating Up With Memorial Day Temps

From Consumer Edge Research
A particularly warm Memorial Day weekend this year provided perfect weather for beaches and grilling, as well as visiting theme parks and outdoor attractions. In today’s Insight Flash, we take advantage of our partnership with WeatherOptics and our unique weather impact tracking capabilities to highlight which companies saw the biggest boost from the beautiful weather, and in which geographies.
June 8, 2022 / Business

Did Grubhub’s Free Meal Promotion Deliver?

From Consumer Edge Research
In mid-May, food delivery service Grubhub and its subsidiary Seamless offered a “free lunch” promotion in the NYC area, giving diners $15 off orders between 11AM and 2PM. Many reports labelled the promotion a logistical disaster, citing customer complaints of long wait times and cancelled orders due to overwhelmed restaurants and drivers. But did it drive sales? In today’s Insight Flash, we use our unique ability to see the actual day a transaction was charged to a user’s payment card in order to examine behavior in the NYC CSA during the promotion.
June 6, 2022 / Business

The Lowdown on Low Income Spending

From Consumer Edge Research
As companies have been reporting earnings recently, many have noted weakness in low-income spending, even as higher income groups have remained less impacted by recent macro pressures. With gas prices rising and no stimulus checks on the horizon, it is unclear how long this low income weakness will last. In today’s Insight Flash, we take advantage of our unique household demographic data to better understand where a low income pullback in spend will have the strongest impact.
May 31, 2022 / Travel

As Summer Waves Approach, Can ABNB Continue to Ride the Tide?

From Consumer Edge Research
With Memorial Day Weekend beginning tomorrow in the US and clear skies ahead for summer travel in the US and UK, we take the opportunity to look at how travel has changed over the past few years. In today’s Insight Flash, we compare how the different subindustries have fared, and dig into whether ABNB has been able to continue to ride the tide of changing travel habits. The year-over-year growth for Travel in the UK has been much stronger than in the US, with all of the major subindustries more than doubling the number of transactions seen in calendar 2022Q1.
May 25, 2022 / Business

Can the Wheels Keep on Turning for the Unprecedented Demand for Used Cars?

From Consumer Edge Research
Used cars stand out among the many categories seeing unprecedented demand recently, with many cars being sold even before they hit dealer websites. In today’s Insight Flash, we focus in on trends for CVNA and KMX, two of our most strongly correlated auto names, looking at inventory growth, average value of inventory versus units sold, and trends in model year sales.
May 18, 2022 / Business

Has the E-Commerce Bubble Burst, Or Just Floated Down?

From Consumer Edge Research
Recent earnings reports of several e-commerce companies have caused many to wonder if pandemic fatigue will erase most of the new shopping behaviors that have emerged over the last two years. In today’s Insight Flash, we look at trends not only over the last year, but over the last three years for five high-profile e-commerce subindustries in both the UK and US: Grocery Delivery Services, Meal Kits, Online Retail – Broadlines, Ride-Sharing, and Video Streaming to assess how much consumer preferences for e-commerce have truly changed.