Big-box stores Target Corporation (NYSE: TGT) and Walmart Inc (NYSE: WMT)—which both recently reported their quarterly earnings—have faced excess inventory challenges over the last few months, slashing prices even as inflation has soared to new heights. Our credit and debit card transaction data reveals that in 2022, monthly average transaction values have generally increased year-over-year … Continued

As inflation continues to rise, many consumers are reportedly turning to discount stores for household essentials. Our competitive analysis of major discount retailers—including Five Below (NASDAQ: FIVE), Dollar General (NYSE: DG), Dollar Tree, Inc (NASDAQ: DLTR), and 99 Cents Only Stores—found that Five Below had the highest average transaction value, but Dollar General had the … Continued

Gap Inc (NYSE: GPS) recently saw its CEO step down amidst weakening sales and supply chain issues. However, our consumer transaction data shows that while some brands within Gap Inc’s portfolio—Old Navy and its namesake brand Gap—saw their U.S. sales decline year-over-year in Q2 2022, other brands like Athleta, Banana Republic, and Banana Republic Factory … Continued

In the wake of an earnings miss in its most recent fiscal quarter, Bed Bath & Beyond Inc (NASDAQ: BBBY) recently announced leadership changes and is reportedly considering a sale of its Buybuy Baby subsidiary. Consumer transaction data reveals that for BBBY’s namesake retail chain Bed Bath & Beyond, sales in June 2022 were about … Continued

Consumer transaction data reveals that Kohl’s sales in May 2022 were lower year-over-year, but higher than pre-pandemic levels. At the same time, Kohl’s had the highest share of national sales among major department store competitors—Kohl’s Corporation, Nordstrom Inc, Macy’s Inc, Hudson’s Bay Company, Dillard’s, and J.C. Penney—as of May 2022.

National discount retail chain Big Lots (NYSE: BIG) reported an earnings miss in its most recent fiscal quarter, joining other major retailers like Walmart (NYSE: WMT) and Target (NYSE: TGT), whose company performance and earnings have also been hit hard by rising labor costs and supply chain issues. Consumer transaction data shows that both customer counts and sales at Big Lots declined year-over-year from January through April of 2022, but average transaction values were higher than pre-pandemic levels.