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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.

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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.

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

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.

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

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.

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Gift budgets up 35%—didn’t they say recession?

Gift budgets up 35%—didn’t they say recession?

This week we dive into the beauty boom, with shoppers buying up an increasing amount of science-backed wellness products.

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Booze Boom: gift cards get thirsty

Booze Boom: gift cards get thirsty

This week we dive into the liquor store boom, leaving a huge demand opportunity for gift card retailers to tap into this market.

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Valentine’s is Dead—Long Live Self-Love.

Valentine’s is Dead—Long Live Self-Love.

This week we dive into gift cards for growth—a Houston retailer saw 25% sales growth and an 18% boost in return customers with a smart promo and loyalty tie-in.

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