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How Is Wallet Share Changing as Inflation Shrinks Spending Power?

Over the last few months, rising inflation, soaring fuel prices, and additional rollbacks to COVID-19 restrictions (even as new waves of cases come in) have dramatically shifted consumer spending.  In today’s Insight Flash, we look at how share of wallet across income groups has changed in the last few months. Over the last four weeks, the […]

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Even Amazon Can’t Grow Forever

Amazon reported disappointing earnings last week, noting overcapacity in its supply chain as online retail sales fell and the company issued disappointing guidance for next quarter.  In today’s Insight Flash, we dig into some of the dynamics behind the report, including looking at return purchase behavior for those who started shopping for products sold by Amazon.com […]

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Chipotle Shows Rising Prices Not Slowing Down Fast Food

As rising input costs threaten margins, several Limited-Service restaurants have been forced to hike prices.  Chipotle noted on its recent earnings call that a 10% y/y increase in prices had resulted in minimal impact on demand, with same-store sales growing 9%.  In today’s Insight Flash, we look at how Chipotle compares to the broader industry, focusing on […]

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