TSLA: Price Cuts & Demand Catalysts

Since January, Tesla has implemented price cuts on their vehicles on five separate occasions. Consumers have shown a broadly favorable view towards these price cuts, though we should note that some existing Tesla owners had complaints about the price cuts harming the...

DASH vs. UBER | Who wins?

We saw that food delivery usage surged during the pandemic. In 2022, however, ordering frequency softened a bit compared to pandemic highs. In the past 1-2 quarters, self-reported usage has bounced back a bit. Throughout the history of the survey, we’ve also...

SPOT: New Feature Sentiments

Back in March, Spotify unveiled a new interface for the home screen on their mobile app. This new interface is intended to help users discover new music and connect with artists on a deeper level, and resembles the feeds of social media sites like TikTok and...

TEMU: Impacts on eCommerce and Retail

Throughout 2023 Q1 and Q2 we’ve been asked to investigate the rapidly growing Temu app and its impact on the eCommerce and Retail spaces. Investors fear that the platform will be disruptive in stealing market share from established companies, and wanted us to...

Buy Now Pay Later Engagements

User Engagements: Consumers have been gradually adopting BNPL services. Feedback toward BNPL names has remained positive, with an increasing percentage of the population engaging and a decreasing percentage of users telling us they are behind on payments. Use Cases:...

NFLX Account Sharing

With the rumored release of Netflix’s account sharing surcharge, we’ve been getting color on potential impacts of the charge at different price points. Here are a few charts and takeaways… The percent of subscribers sharing has declined sequentially...