Consumer Edge

Insight Flash 💄 Uncovering Themes Among Fast-Growing Beauty Brands CE data reveals surge amongst beauty brands advertising cruelty-free, clean, dermatologist-recommended, and celebrity-created, led by companies like Cover FX, Summer Fridays, RMS Beauty, and rhode skin. https://hubs.li/Q02s5BnC0 #marketintelligence #beauty #alternativedata #crueltyfree

Insight Flash 👜 Neiman Marcus and Bergdorf get Sak’d With news of Saks Fifth Avenue's intent to acquire fellow luxury department stores Neiman Marcus Group and Bergdorf Goodman, CE data explores opportunities across age and income. https://hubs.li/Q02Gpts_0 #Saks #acquisition #alternativedata #departmentstores

Go high or go low? Learn more from Andrea Felsted in this Bloomberg article, featuring CE data, about Amazon's plans to strike a deal with Saks just days after news of their strategy to take on Temu & SheIn territory. https://lnkd.in/gGkZv9HY

New White Paper: Navigating Cross-Shop Scares 🛒💳 The cross-shop scaries are real, but Consumer Edge data can help companies figure out when to invest in combating cross-shop versus when the threat is just a fad. For instance, an apparel retailer specializing in enduring basics like Abercrombie & Fitch Co. may be concerned when it sees rising spend from its customers at brands like Temu, Forever21, Old Navy, H&M, and Gap. Abercrombie & Fitch shouldn’t worry. When Abercrombie shoppers visit Temu Forever 21, Old Navy, H&M, and Gap, they spend less than half of what they spend on average at Abercrombie. The lower average ticket implies that these other retailers are likely trade-down options for Abercrombie customers when their wallets are tighter and they’re looking to spend less on clothing. https://hubs.li/Q02F2X2p0 #consumerbehavior #crossshop #insights #corporates #research

New White Paper: Navigating Cross-Shop Scares 🛒💳 The cross-shop scaries are real, but Consumer Edge data can help companies figure out when to invest in combating cross-shop versus when the threat is just child’s play. For instance, a Baby Apparel company like Carter’s may be concerned when it sees its new customers are doubling spend at competitors like The Children’s Place, Hanna Andersson, and Once Upon a Child. Carter’s shouldn’t worry. When there’s a new baby in the family, all Baby Apparel companies are likely to see a jump in spend from either parents or gifters. But Carter’s is still the family favorite. Among Carter’s customers, 90% of transactions in the quarter families start shopping for a new arrival happen at Carter’s. For more actionable insights on how to use data to combat the cross-shop scaries, see our report at: https://hubs.li/Q02F27Xv0 #consumerbehavior #crossshop #insights #corporates #research

Insight Flash🧾 Jack in the Box Permeates the Peach State With Jack in the Box’s planned expansion into Georgia making news in recent weeks, we leverage Consumer Edge data to explore the health and competitive dynamics of the quick service restaurant industry in the Peach State to understand the opportunities and risks of the move.  https://hubs.li/Q02DL7WD0 #JACK #US #alternativedata #quickservicerestaurants

🏆 #1 Ranked Provider! Consumer Edge's US Transact Signal ranks #1 for the most accurate data on Maiden Century's IDEA platform for FL US (Foot Locker) US Revenue. Check out our coverage on over 1.8K+ tickers with 90%+ accuracy, visit us at https://hubs.li/Q02Dyh_f0. #maidencentury #1rankedprovider #US #altdata #investor

📈 MARKET HIT! DRI Misses: Consumers Miss Low Prices and High Value In this report, we leverage Consumer Edge sub-industry and demographic data to explore how income affects spending among the Darden restaurant portfolio. Darden Restaurants (DRI) continues to outperform the Casual Dining sub-industry, driven by its value-driven LongHorn Steakhouse. https://hubs.li/Q02D0gP20 #DRI #DardenRestaurants #investors #markethit

🏆 #1 Ranked Provider! Consumer Edge's US Transact Signal ranks #1 for the most accurate data on Maiden Century's IDEA platform for DRVN US (Driven Brands Inc.) System-wide Sales. Check out our coverage on over 1.8K+ tickers with 90%+ accuracy, visit us at https://hubs.li/Q02BJyj90. #maidencentury #1rankedprovider #US #altdata #investor

Insight Flash🧾 Fast Fashion Force: Shein Captures Market Share Ahead of IPO Chinese fast fashion retailer Shein is reportedly on the cusp of a London IPO following months of speculation. Leveraging CE data, we track Shein’s market share of the U.S. online and global fast fashion markets, as well as its success across income cohorts compared to competitors. https://hubs.li/Q02B60Yt0 #SHEIN #US #alternativedata #fastfashion