(NFLX, DIS, HBO Max) Comparing Demand Leading Into Launch

by | Jun 10, 2020

Open Report:Bespoke – Demand Leading Into Launch HBO Max vs. Disney+  We will have updates tomorrow to our monthly streaming wars trackers tomorrow and will scope what % of consumers signed up for HBO Max in our mid-May monthly survey. Key Takeaways: Demand was...
Wayfair’s Pricing Trick

Wayfair’s Pricing Trick

by | Jun 8, 2020

The Setup:Investors are closely focused on studying pricing dynamics and cross-shopper perceptions between Wayfair and Amazon for identical items. Why This Matters:Simply put: If cross-shoppers notice cheaper prices on Amazon, they’d be more likely over-time to...
SNAP – Usage Mix Becoming More Monetize-able

SNAP – Usage Mix Becoming More Monetize-able

by | Jun 5, 2020

The Set Up:We have been tracking usage mix on the SNAP app over a number of months to see if usage behavior is shifting Why it is important:Stories and discover are more easily monetized than messaging, so a shift in usage toward stories and discover would be a...