Consumer credit and debit card spend fell YoY in September, according to the Earnest Analytics Spending Index (EASI). This new macro spending index measures consumer trends by demo, geo, and credit vs debit at thousands of US merchants. Read more:

More in our yearly restaurant report, which you can read for free here:

@amitisinvesting And fwiw: average monthly transaction sizes for AI tools have fallen every month but one in the past year. @deepseek_ai's efficiency is impressive, but the industry has already been facing pricing pressure.

🚀 Deposits onto @coinbase surged 197% YoY in November. The acceleration largely came after the US #election, with the promise of a more #crypto-friendly administration. Full report > $COIN

🥚Here's a look at how the egg shortage is impacting prices:

Lots of other surprising insights from @fromedome's Consumer Trends report:

🚗 🍔 @UberEats' sales are accelerating on the heels of its partnership with @Instacart, which was first launched earlier this year. Read our full findings:

Chinese ecommerce brands have so far outperformed other retailers this holiday season. TikTok Shop sales grew 213.2% YoY in the period, off an already sizable base last year. Read our holiday report:

Dollar stores, not Amazon, have the most to lose from Temu's meteoric rise, per Earnest data and @FinancialTimes:

🏖 Across all major ecommerce retailers with promotional summer sales, @amazon had the most loyal customers and @Wayfair the least, per Earnest transaction data. Read the full report here: $AMZN $W

Read our full report on the GLP1 space, in collaboration with @BMO, here:

Earnest data indicates streetwear brand Supreme had been struggling for years before parent company $VFC decided to sell it. $ESLOY has agreed to purchase the brand for $1.5bn. Read our analysis here:

Telehealth has proven to be popular with patients seeking GLP-1 drugs like #Ozempic and #Mounjaro. Using Earnest's Pharmacy Claims data, @BMO's Capital Markets BioPharma team produced an in-depth report on #GLP1 therapeutic usage. Read for free:

After an anemic start to the year, $TSLA capped a 27% gain this week. As we reported last month, Tesla saw a 106%+ increase in subscriptions to Autopilot Full Self-Driving (FSD) following a price reduction. Access Tesla sales/subscription data here:

You can read our full report on the state of AI commercialization for free here:

A look at how Temu fares against other large ecommerce retailers 👇 You can read Earnest's free report on Temu's market impact here: