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Canada Boycotts U.S., Milk-Tea IPO Soars, Weather-Driven Spending Sprees

Canada Boycotts U.S., Milk-Tea IPO Soars, Weather-Driven Spending Sprees

It’s Thursday and today we explore how Canadian nationalism is reshaping consumer behavior in response to Trump-era tariffs, Chagee’s $411M Wall Street debut, why higher incomes mean fewer gift cards, and how tariffs are still hitting household appliance prices the hardest.

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The New Tech Problem: Consumers Aren’t Buying ‘New’ Anymore

The New Tech Problem: Consumers Aren’t Buying ‘New’ Anymore

In consumer tech, new isn’t what it used to be. According to NielsenIQ, just 63% of total tech and durable goods sales in 2024 came from products launched within the past year—a steep drop from 75% in 2021.

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Canadian Patriotism Fuels Consumer Backlash Against U.S. Tariffs

Canadian Patriotism Fuels Consumer Backlash Against U.S. Tariffs

As U.S. President Donald Trump's aggressive tariff policies strain cross-border relations, Canadian consumers are responding with a surge of economic patriotism.

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

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.

Research Deep Dive Research Deep Dive
Easter Economics: Cracking Open Seasonal Consumer Trends

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.

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

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.

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F&B’s Unstoppable Wave—Dig In

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.

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

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.

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mCommerce is Booming—Who’s Ready For It?

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.

Monday Must-Read Memo

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

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.

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Tax Refund Mania: Are You Missing Out?

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.

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