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Macro Insights
Macro Insights
Consumer
Macro
Express, Adidas, Wayfair, Macy’s, Lululemon benefit from late season tax refunds
Consumer
Macro
Home Furnishing and Footwear lift continued into April; Apparel, Auto Parts, and Electronics lift subsides
Consumer
Macro
Total consumer spending slowing despite refunds
Consumer
Macro
Home Furnishing, Footwear benefit most from tax refund spending in 2024
Consumer
Food & Dining
Macro
California wage law resulting in rising average ticket, declining transactions
Consumer
Earnest Talks
Macro
Retail
Jason & Scot Show: Temu Deep Dive with Earnest Analytics
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How we help
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