DEMANDDECLINING
CONSUMER DISCRETIONARYThe Basket Uplift
Across 1 sector, 2 filers are signaling rising demand. Visible since 2025Q3, recently cooling. Almost entirely a demand story (100%). One disclosure notes "increases of approximately 4% in average ticket."
Warehouse and bulk retailers are seeing persistent growth in average transaction value, driven by higher spending per customer visit across multiple quarters.
DISTINCT NEW FILERS PER QUARTER
NEW FILERS THIS QUARTER
1
-50% QoQ
SPREADING ACROSS
1 industry
Consumer Discretionary
FIRST SURFACED
2024Q1
of recorded history
✦ WHAT THE DIFF CAUGHT
Signal is consistently backward-looking and factual across all quarters, with no shift toward forward-looking guidance or constraint language.
REPRESENTATIVE SIGNAL FROM FILINGS
“increases of approximately 4% in average ticket”
Average ticket increased by approximately 4% in both Q2 and first half of 2026.
“2.2% increase in comparable average ticket”
Comparable average ticket increased 2.2% year-over-year.
DRIVERS
+ CONSUMER DISCRETIONARY