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Easter's Coming: Inflation Hopped Into A $22B Basket

Today we explore where the $803B consumer's budget for Technology goes, the boundary between consumer and creator continues to fade, Bain Capital to acquire major franchisee Sizzling Platter in a $1B deal, and December is positioned as the MVP of clothing sales.

Deep DiveDeep Dive

7 hours ago

Easter Economics: Cracking Open Seasonal Consumer Trends

Easter is more than just chocolate eggs and pastel packaging—it’s a significant moment on the consumer calendar that offers valuable insights into seasonal purchasing behaviors, promotional strategies, and supply chain shifts.

ArticleArticle

7 hours ago

Holiday Peaks & Seasonal Cycles: Why December Dominates U.S. Clothing Retail Sales

The cyclical component of U.S. clothing and clothing accessory store sales exhibits a pronounced seasonal pattern, with December consistently marking the annual peak.

Weekly IssueWeekly Issue

Apr 10, 2025

F&B’s Unstoppable Wave—Dig In

Today we’re diving into food and beverage PE activity, Argentina leading the charge in ecommerce growth, tariffs risking consumer tech spending hitting new highs, and Gen Z averaging 7.2 hours daily in entertainment.

Deep DiveDeep Dive

Apr 10, 2025

Mergers, Markets & Meals: Private Equity’s Strategic Play in the F&B Sector

Private equity’s engagement in the food & beverage (F&B) sector has proven to be more than a short-term trend—it’s a long-term investment strategy driven by consumer resilience, innovation, and market consolidation.

Weekly IssueWeekly Issue

Apr 03, 2025

mCommerce is Booming—Who’s Ready For It?

Today we’re diving into consumer tech’s next frontier beyond computing and phones, the $2.3T eCommerce dominance of China and the U.S., Easter’s evolving role in seasonal retail, and why gift cards remain the MVP of effortless spending.

Weekly Round-UpWeekly Round-Up

Mar 31, 2025

Monday Must-Read Memo

Each week, we’ll surface the sharpest insights and most clicked stories across our five verticals—PE150, Insurance150, Healthcare150, Consumer150, and Sports150.

Weekly IssueWeekly Issue

Mar 27, 2025

No More ‘Just Charge More’— is Innovation The Real Revenue Fix?

Today we’re unpacking how pricing strategies are driving real revenue in food & beverage, the eCommerce surge across emerging markets, and rising consumer demand for AI-powered smartphones.

Weekly IssueWeekly Issue

Mar 20, 2025

Tax Refund Mania: Are You Missing Out?

This week we dive into the impact of tax refund season in the gift card market, analyzing consumers spending patterns and refund-ready strategies.

Deep DiveDeep Dive

Mar 20, 2025

Tax Refund Season in the US: Understanding Its Impact on Consumer Behavior

Tax refund season is a critical period for both consumers and businesses in the United States. Each year, millions of Americans receive a financial windfall as refunds from the Internal Revenue Service (IRS), injecting billions of dollars into the economy. This influx of discretionary income influences spending patterns, savings behavior, and overall economic activity in distinct ways.

Weekly IssueWeekly Issue

Mar 13, 2025

Consumers Are Shifting Their Habits—Why Restaurants & Retailers Could Be the Big Winners

This week we dive into shifting consumer spending habits, where experiences like dining, groceries, and travel take priority over material goods, creating a strong opportunity for gift cards to offer flexibility in indulgence and budgeting.

Weekly IssueWeekly Issue