by Bespoke Intel | Aug 21, 2020
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,...
by Bespoke Intel | Jul 1, 2020
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...
by Bespoke Intel | 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...
by Bespoke Intel | 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...
by Bespoke Intel | Jun 1, 2020
The Set-Up:AAPL is trading near all-time highs and expectations have been lofty for the upcoming iPhone 12 launch. Thesis Based Questions:1. Will financial distress caused by Covid and “shelter-in-place” / social distancing create an unexpected headwind?...
by Bespoke Intel | Feb 19, 2020
The Set-Up: W is off some ~53% from all-time highs set in March of 2019. Rising costs, increased competition, and China concerns have investors worried about growth prospects. Thesis Based Questions:1. What percentage of Wayfair customers cross-shop Amazon for the...
