Department Stores | Top Five Takeaways

1. Consumer opinions of department stores and branded apparel retailers are net positive, but have softened a bit over the past year 2. Across the department stores and off-price stores that we deep dive on, customer feedback around the amount of money they have spent...

Low-Cost Retail | Top Five Takeaways

1. Projected interest in a potential/rumored paid membership program through Target is relatively low among the broader population, but ~35% of folks who shop Target 2-3+ times per month indicate being a range of somewhat to very interested. 2. If Target were to...

Tax Preparation Services | Top Three Takeaways

1. Respondents prefer filing their taxes online or via software over using the help of an accountant/tax professional. 2. Of the options provided to respondents, TurboTax was the most popular option for filing taxes. 3. Of respondents who have used H&R Block in...

Macro Outlook | Top Five Takeaways

1. Consumer confidence in the economy has risen to the highest level in two years. 2. Respondents report credit card debt growing at a much faster rate than pre-pandemic norms. 3. The share of respondents living paycheck to paycheck has hit 11-month lows. 4. Consumers...

ROKU | Top Five Takeaways

1. Roku remains the market share leader when it comes to dedicated streaming devices that consumers use. Roku leads Amazon Fire Stick and Apple TV. 2. Consumers have a relatively strong level of connection to the Roku brand, on an absolute basis and relative to peers....

Chipotle (CMG) | Top Three Takeaways

1. The share of consumers who self-report eating Chipotle regularly or occasionally has declined q/q. 2. In store orders have rebounded in the last few quarters, while mobile orders have declined as of late. 3. Taste and quality remain the top reasons why consumers...