Author: Michael Gunther

Michael Gunther

Aug 21, 2023 | 5 minutes read | Insight Market Hit

General merchandise retailer Target Corporation (TGT) recently reported revenue growth of -4.9%, close to CE Implied Reported growth of -4.8%, and lo...

Michael Gunther

Aug 17, 2023 | 5 minutes read | Insight Market Hit

Following TJX’s revenue beat, management cited growing transactions as being the key driver behind the strong top-line performance. By leveraging C...

Michael Gunther

Aug 15, 2023 | 5 minutes read | Insight Flash

Does the recent moderation in UK price pressures herald an inflection in inflation? UK apparel spend is reflecting pressure the UK consumer has been ...

Michael Gunther

Aug 8, 2023 | 5 minutes read | Insight Flash

First Watch Restaurant Group (FWRG), a family dining restaurant that specializes in brunch, reported their quarterly earnings this week. Consumer Ed...

Michael Gunther

Jul 24, 2023 | 5 minutes read | Insight Flash

Recently, two major players in the convenience/gas industry, Sheetz and Circle K, held one-day holiday promos that included discounts on the price of...

Michael Gunther

Jul 20, 2023 | 5 minutes read | Insight Flash

As Amazon’s Prime Day event garnered increasing attention during the pandemic, a number of the company’s peers held their own competing promotion...

Michael Gunther

Jul 18, 2023 | 5 minutes read | Insight Flash

Home goods retailer Christmas Tree Shops (CTS) has started closing its stores since filing for bankruptcy in May 2023. CE Transaction data is showin...

Michael Gunther

Jul 11, 2023 | 5 minutes read | Insights

Will personalization efforts with the use of AI and customer data be enough to distinguish Oddity from other leading companies in the DTC beauty prod...

Michael Gunther

Jun 20, 2023 | 5 minutes read | Insights

Greggs, a British bakery chain with ~2,400 sites across the UK, is considering deepening its presence in Cornwall and South West England. CEO Roisin ...