Consumer Edge’s Post

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 ✏️🍎👚 Take Notes: Analyzing 2024 Back-to-School Trends With the 2024 school year just starting in the US, we leverage CE transaction data to determine which brands are most dependent on households with children and who won in this year’s important back-to-school shopping season. https://hubs.li/Q02Q1bSX0 #Back2School #AAF #alternativedata #apparel #US

📈👀NEW RELEASE! Amusement, Gambling, and Recreation Benefit From Fuel Relief Today's CARTS release showed only ten basis points of growth in consumer spend, but looking at CE data broken out by NAICS code reveals that plunging gas prices may be dragging down the index as discretionary categories like Amusement, Gambling, and Recreation benefit from the fuel price relief. https://hubs.li/Q02Q0XR60

📈 MARKET HIT! LULU Stretched Too Thin CE’s Global Transaction data was predictive of LuluLemon (LULU) Total Sales, as the athletic apparel company reported total sales growth of +7.3%, close to CE Vantage forecast of +7% and below consensus estimates of +9.1%. https://hubs.li/Q02PlkCN0 CE’s newly refined Vantage – Forecast tool accurately captured the miss in LULU reported revenue, relative to guidance, for Q2 ‘24. Improvements to the Vantage – Forecast tool incorporate dynamic tracking of recent company performance and blending of CE datasets to forecast out current-period reported KPIs in real time. #LULU #investors #markethit #cohortdata

📈 MARKET HIT! Ulta-Miss: How Income Influenced Ulta's Earnings Miss In its recent earnings call, Ulta Beauty commented that the tough consumer and competitive landscape led to its earnings miss. In this report, we leverage CE transaction and demographic data to explore how income affects spending at Ulta and how the company is faring against its competitors. https://hubs.li/Q02NRw4F0 CE Vantage's advanced blending capabilities fuse global datasets for simplified consumer spend forecasting, earlier company-reported KPI predictions, and effortless access to CE data for faster decision-making. #ULTA #investors #markethit #cohortdata

Introducing Basketview: A Fusion of Shopper Behavior Details 🛒💳 We’re thrilled to announce the launch of Basketview, a game-changer for investors seeking unparalleled insights into consumer behavior. For investors, Basketview is a fusion of physical in-store, email, online account connection, and POS receipt data that delivers the fastest daily data with the least lag, providing a deeper level of market measurement of products purchased and customer behavior while offering the ability to integrate with other CE datasets for more holistic analysis. SKU-level detail combined with CE’s proprietary attribution unlocks deeper product, shopper, and market analyses. However they shop, whatever they buy—the details are in the data. Let's elevate your insights together. https://hubs.li/Q02NQr6G0 #ConsumerEdge #Basketview #ShopperInsights #Investor

CE Featured📰: Consumer Edge data in the news! A Reality Check for Temu "In addition to stalled market share gain, Temu is also seeing a plateau in new customers and lower retention rates for new customers, according to Consumer Edge insights." Read more insights about the ecommerce space from our team: https://hubs.li/Q02NplTp0

CE Spotlight: The Scout Report 🔍 "The rise in popularity of premium baby brands may be due to a post-pandemic bump...The average purchase of Children/Tween Apparel/Accessories rose 19% in 2021 and 2022 from 2019 levels." Get the report: https://hubs.li/Q02MNg-d0 #ScoutReport #MarketTrends #PremiumBabyBrands #DataDrivenInsights

🏆 #1 Ranked Provider! Consumer Edge's US Transact Signal ranks #1 for the most accurate data on Maiden Century's IDEA platform for ATD CN (Alimentation Couche-Tard) US Revenue. Check out our coverage on over 1.8K+ tickers with 90%+ accuracy, visit us at https://hubs.li/Q02Mnczt0. #maidencentury #1rankedprovider #US #altdata #investor