Vela Gamma Consumer Spend

  • Consumer
  • Macro
  • Retail

Discounters benefit, Target lags as high-earners trade down in 2025
  • Consumer
  • Retail

Shein, Temu active customers decelerated after tariff changes 
  • Consumer
  • Macro

February 2025 US Consumer Spending: economic blackout and slowing activity
  • Consumer
  • Food & Dining

Restaurants’ key to success in 2025? Value
  • Consumer
  • Food & Dining
  • Technology

DoorDash leads US delivery share, but some cities still competitive
  • Consumer
  • Events & Attractions
  • Food & Dining

Dave’s Hot, Dutch Bros led fast food growth in 2024
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