PTON – For Some or For All?

The more consumers at large consider Peloton to be a fitness and wellness brand for all, as opposed to a luxury hardware brand for some, the larger the TAM opportunity will be for the Peloton app. No better way to gauge this than to ask consumers directly and track...

NYT | ARPU Leading Indicator

Each month, we isolate readers of various publications and ask them how much they would be willing to pay per month to have a subscription to that site/paper. The chart below shows that the amount readers self-reported being willing to pay peaked during the height of...

Low-Cost Retail | Trading Down

Sharing some color from our most recent Low-Cost retail survey… We’re seeing that the share of respondents who point to higher or much higher pricing at Walmart and Target has declined sequentially, but that perception remains that pricing is elevated...

META: Reels Gaining on TikTok

Over the past year, we’ve been asked by clients to track how consumers view the integration of Reels on Instagram. This has become an especially notable topic over the past few months with talks of a full-scale TikTok ban in the U.S. In our latest Social Media...

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...