Amazon Pharmacy

Bespoke Intel | December 16th, 2020 Identifying Early Adopters One can imagine how competitors feel about Amazon entering the pharmacy business, but projecting how consumers will react is a more difficult task without direct feedback from… consumers. We ran a...

Drivers Prefer UBER, Restaurants Prefer DASH

We run primary research checks on companies that are likely to IPO at some point in the future so that we can have data already on-hand for clients, usually with history, before it starts trading. For example, we already have unique feedback from restaurant owners,...

SNE, MSFT | Price Matters

Source: Our Quarterly Survey of 1,000+ Video Gamers in the US If you read our full video gamers report for subscribers, you would see that most metrics we track related to the upcoming console launches favor Sony. Intentions to purchase, sentiment toward specs,...

Covid – Consumer Concerns Persist

We run a survey of 1,500 US consumers balanced to census per month scoping sentiment toward Covid, consumption changes, and macro impacts. Below are a handful of charts showing that amidst re-openings and rollbacks of re-openings, the majority of consumers still have...
Wayfair’s Pricing Trick

Wayfair’s Pricing Trick

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

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...