Temu Deep Dive | Five Takeaways

1. Temu awareness and the share of consumers who shop the platform increased sequentially continuing a trend of relatively consistent growth observed by our survey over the past year. 2. Temu users over-index to younger age groups, females, and lower income...

(AMZN, W, TEMU) Online Retailers | Five Takeaways

1. Consumers self-report more discretionary confidence compared to our last wave in October of 2023. Feedback is still softer than series highs, but has improved q/q. 2. Among those who have used each of the retailers and etailers in our survey, Amazon is the customer...

(VVV) Oil Changes | Three Takeaways

1. A plurality of respondents prefer to get their oil changes done at the dealership (32.8%). Quick Lube shops ranked second, at 19.1%. 2. Among those who prefer Quick Lube Shops, a plurality would choose Jiffy Lube (34.3%) followed by Valvoline (23.8%). There is a...

(AAPL, MSFT, AMZN) Consumer Electronics | Five Takeaways

1. Consumers who use AI Chatbots describe a range of different activities that they use them for. A smattering of information, asking questions, entertainment, and work or school related help. 2. Based on our reading of fill-in responses, there is a mixture of hope...

(TSLA) Autos & Electric Vehicles Survey | Five Takeaways

1. Intentions to purchase an electric vehicle for their next vehicle purchase continue to move lower (currently sits at a series low). 2. Consumer opinions on the Tesla Cybertruck continue to skew neutral to negative. 3. In fill in responses, consumers wrote that they...

(PTON) Fitness Survey | Five Takeaways

1. Consumers continue to view the Peloton brand as a brand that’s more for wealthy consumers than for all. The sentiment has been more flat/unchanged q/q. 2. Among those who aren’t currently customers of Peloton, the majority don’t have interest in...