Insights

Transaction Data

Earnest Analytics
  • Consumer
  • Macro

Express, Adidas, Wayfair, Macy’s, Lululemon benefit from late season tax refunds
  • Consumer
  • Food & Dining

McDonald’s CosMc’s locations resonate with drive-thru customers, take business from Sonic, Starbucks, and Chick-fil-A
  • 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
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