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...

Domino’s | Three Takeaways

1. Awareness of the availability of Domino’s on Uber Eats has declined q/q. 2. Like we have observed for other casual dining platforms in our surveys, feedback around engagement is softer sequentially for DPZ. 3. The share of consumers who say their usage of...

Consumer Electronics China | Top Three Takeaways

1. The share of iPhone users has continued to decline over the past few waves, but still leads Android slightly in our trackers 2. Price/cost remains one of the top reasons as to why Chinese consumers own less iPhones. 3. 61.1% of respondents noted that they are very...

Carvana | Top Five Takeaways

1. Among those who have visited each online auto platform in our survey, Carvana ranks at the top when it comes to price and selection. 2. NPS for Carvana remains very strong but is slightly weaker this wave compared to last. Observing fluctuations in NPS for a...