Consumer Edge launches US Transact T+2, redefining the speed and accuracy tradeoff in consumer transaction data. New rapid-delivery offering delivers daily company segment- and brand-level transaction data two days after the transaction date, with channel, distribution brand and Geographic detail built in. Consumer Edge, the leading provider of global consumer data-driven insights, launched US Transact T+2, a low-latency addition to its US Transact product suite that gives quantitative and fundamental investors an earlier view of consumer spending behavior. Updated daily, US Transact T+2 delivers company, segment and brand level spending data two days after the transaction date. The shorter latency enables investors to identify emerging trends, test investment theses and build conviction ahead of earnings and other market-moving events, without sacrificing the accuracy institutional workflows require. "For years, quantitative and fundamental investors have had to make a tradeoff between receiving consumer spending data quickly and having the depth and accuracy needed to act on them with confidence," said Bill Pecoriello, CEO, Consumer Edge. "US Transact T+2 brings those capabilities together, giving clients an earlier view of changing consumer behavior while preserving the accuracy born from proprietary methodology they rely on to inform investment decisions." Clients gain added visibility into in-store versus online activity, distribution-brand performance and cardholder and store geography at the core-based statistical area (CBSA) level, providing a more detailed view of how and where consumer spending is shifting. Investment research use case include: * Revenue forecasting: Backtest company- and segment-level spending trends against reported revenue earlier in the quarter. * Competitive analysis: Track brand-level share shifts and distribution brand performance, including in-store and online channel trends. * Geographic analysis: Assess regional changes in consumer demand and pinpoint where spending is gaining or losing momentum. * Signal development: Build and backtest systematic signals using timely company- and segment-level data.

U.S. consumers shift spending to décor and essentials as big-ticket home purchases stall. Anne Flynn Wear //Assistant Managing Editor//February 20, 2026 NEW YORK - Data insights company Consumer Edge has released its Home & Garden Outlook 2026, showing that consumers pulled back on large, discretionary purchases such as furniture and mattresses, while spending held up better on décor, kitchen products and essential home maintenance. "What we're seeing isn't a collapse in home spending, but a reset of priorities," said Michael Gunther, Consumer Edge vice president, research and market intelligence. "Consumers are pushing pause on large, discretionary purchases while continuing to invest in repairs and upkeep." The company's transaction data revealed that elevated interest rates, limited housing turnover and ongoing affordability concerns were key drivers weighing on overall home and garden spending last year, ultimately pushing many households to postpone major home investments. Additional trends: * Big-ticket home purchases stalled as consumers delayed furniture and mattress purchases, while smaller upgrades held up better. * Repairs and maintenance outperformed broader home improvement, benefiting retailers like Ace Hardware, Sherwin-Williams, Menards and Rural King. * Pricing remained elevated across home furnishings even as demand slowed, with higher average ticket sizes at Pottery Barn, West Elm, Crate & Barrel and Ashley Furniture. * Spending slowed across income groups, with the sharpest pullback among households earning under $40K and over $150K. * Millennial homeowners (aged 25-44) increased their share of home improvement spending, supporting longer-term demand for brands like Lowe's, Home Depot and Sherwin-Williams. "That dynamic is also evident in home furnishings, with consumers delaying big-ticket purchases like furniture and mattresses while continuing to spend on lower-commitment upgrades, such as small décor and kitchen product purchases," Gunther said. He believes retailers that focus on everyday needs, durability and real value are more likely to benefit from customer demand, while big-ticket home purchases are likely to remain under pressure until housing and financing conditions improve. Consumer Edge's full Home & Garden Outlook can be read here. Founded in 2009 by CEO Bill Pecoriello, Consumer Edge delivers real-time, transaction-based data that helps clients eliminate uncertainty, benchmark performance and make high-impact decisions.