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Earnest Insights
Retail
Target’s April 2024 Circle Sale was its largest by sales lift
TikTok Shop customers spend more at lower ticket apparel retailers
Athleisure shoppers lean into Vuori, Alo Yoga
TikTok shoppers outspent at Shein, underspent at Nike
99 Cent Only Store closings to benefit Dollar Tree, other discounters
TikTok Shop customers skew young, but not just Gen Z
Dave & Buster’s remodeled Friendswood store format outperforming
Buc-ee’s expansion could have highest impact on Shell, Exxon Mobil, and Circle...
Amazon’s first Big Spring Sale, early Easter provide a slight lift in...
Shein, Temu share highest percentage of customers with TikTok Shop
Macy’s store closures create opportunity for The TJX Companies
Hobby and party supplies in an era of Temu
Abercrombie’s growth led by 25-34 year old shoppers, pants
Temu’s retention grows over time; leads Walmart, trails Amazon
Jason & Scot Show: Temu Deep Dive with Earnest Analytics
Almost half of Wish, AliExpress customers shop at Temu
Shein rival Cider makes fast fashion inroads with sustainability focus
Temu is growing fastest among high income earners
Temu’s 2024 Super Bowl ad blitz failed to accelerate growth
Health grocers find their niche among Gen Z, Millennials
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