Consumer Edge

Brown-Forman's gloomy forecasts send shares of Jack Daniel's maker tumbling CE data featured in Reuters with insights from Connor Rattigan, on the effects of tariffs on consumer alcohol spending. 🔗 https://hubs.li/Q03r4X5b0

📈🏷️ Consumer Spending Trends: A Closer Look at Rising Average Ticket Sizes Tariff-related price hikes are beginning to play out, and we explore how ticket size is growing across key categories like fast fashion, luxury brands, and fine dining. 🔗 https://hubs.li/Q03qZkH00 #ConsumerEdge #ConsumerSpending #RetailTrends #TransactionData

Our own Jesse Waldvogel attended this year’s LEAD Summit and brought back powerful insights. From the accelerating role of AI in customer strategy to the critical need for sustainability and omnichannel agility, Jesse shares key themes shaping retail now. 📌 Highlights include: • The rise of data-driven personalization • Why sustainability isn’t just good ethics—it’s smart business • How brands are evolving with omnichannel integration to meet shoppers where they are 📝 Read Jesse’s recap: https://hubs.li/Q03qyQGm0 #LEADSummit2025 #RetailTrends #ConsumerEdge #RetailInnovation

📢 Today at 2 PM ET: Join us for the CommerceNext webinar, "Tariff Turbulence: Smart Retail Strategy in Uncertain Times". Our Head of Insights, Michael Gunther, will share key trends and data on how tariffs are impacting retail supply chains and consumer behavior. He'll be joined by: • Sucharita Kodali, VP and Principal Analyst at Forrester Research • Matt Krueger, SVP Digital Commerce at Buffalo Games • AJ Patel, SVP of Global Growth at U BEAUTY Together, they'll discuss strategies for reengineering sourcing to protect margins and brand agility, messaging and pricing tactics that keep customers loyal, and turning tariff pressure into a competitive advantage. 📅 Date: Today, June 4, 2025 🕑 Time: 2:00 PM ET 🔗 Register here: https://hubs.li/Q03qJjvs0 #RetailStrategy #Tariffs #Ecommerce #SupplyChain #ConsumerInsights #CommerceNext

🏥 Introducing a New Standard in Medical Claims Intelligence: Hydrus Signal+ Hydrus Signal revolutionized how investors and strategics analyzed U.S. healthcare utilization, with pre-aggregated insights across thousands of physician-administered therapeutics, procedures, and devices. Now, Hydrus Signal+ goes deeper, offering customizable access to enriched and lightly aggregated claims data, longitudinal views at the patient and provider level, and a comprehensive universe of procedure and drug codes—all updated daily for real-time decision-making. ✅ Follow the full patient journey ✅ Build your own signal ✅ Explore the full landscape ✅ Cut through payer noise Ready to enhance your healthcare intelligence? https://hubs.li/Q03qyvfM0 #ConsumerTrends #DataDrivenDecisions #Hydrus #InvestmentStrategy

📈 MARKET HIT! Dollar General Q1 Outperformance Signals Growing Appeal to Higher Income Shoppers Consumer Edge was highly predictive of Dollar General’s total sales beat with Implied Reported growth of +5.5% for the quarter, just ahead of reported growth of +5.3% and far closer than consensus of +3.5% growth. Dollar General management noted increased activity from middle and higher income customers. https://hubs.li/Q03qxG4n0 #DG #MarketHit #ConsumerEdge

💋Rhode: Digging in to E.L.F’s $1B Bet on Clean Skincare and Next-Gen Consumers E.L.F. BEAUTY is betting big on the future of beauty with its $1B acquisition of Gen-Z favorite rhode skin. CE data shows the two brands have distinct but complementary customer bases—opening the door for smart retail expansion and long-term growth. 🔗 https://hubs.li/Q03q9DkK0 #ConsumerEdge #Beauty #Demographics #TransactionData

🛒 From Tariffs to Totes: Trouble in the Aisle at Walmart and Target As trade tensions simmer, CPG prices are starting to boil, with Walmart and Target showing notable price upticks through May 25th. Consumer Edge Basketview data reveals the sharpest pricing jump of 2025 so far, signaling potential strain on consumer wallets in the months ahead. 🔗 https://hubs.li/Q03q90_W0 #ConsumerEdge #WMT #TGT #MarketTrends #CPG

Temu and Shein surge across Europe as U.S. growth slows amid tariff pressure CE data featured in Modern Retail with insights from Michael Gunther, CFA, on how Temu and Shein are gaining ground abroad. 🔗 https://hubs.li/Q03pJ9vm0

🚀 Haute Pursuit: Temu and Shein Turn to Europe to Accelerate Growth As U.S. growth cools, fast fashion giants Temu and SHEIN are ramping up expansion across Europe. Consumer Edge transaction data shows their shift to Europe to diversity customer base amid trade tensions. 🔗 https://hubs.ly/Q03pyQhH0 #ConsumerEdge #Temu #Shein #MarketTrends #Europe