Bespoke Intel Coverage

Evidence Backed Thesis Insights | 200+ Companies |50+ Industries |10+ Countries

TMT Trackers

   
   
Industry / Company Tickers Frequency
   
Apple Domestic AAPL, Samsung Quarterly
Apple Intl – UK, India, Japan AAPL, Samsung Quarterly
Apple China Apple, Huawei, Xiaomi Quarterly
eCommerce / Online Retailers AMZN, ETSY, W, EBAY, GRPN, OSTK Quarterly
Video Games GME, TTWO, ATVI, EA, NTDOY, AMZN, BBY, SNE, MSFT Quarterly
Video Gamers – Japan, South Korea, UK SNE, MSFT, NTDOY Quarterly
Mobile Payments SQ, PYPL, Venmo, Zelle, etc Quarterly
Netflix Domestic NFLX, DIS, AMZN, AAPL, CMCSA Quarterly
Netflix India NFLX, DIS, AMZN, Hotstar Quarterly
Netflix Japan NFLX Quarterly
Netflix UK NFLX, DIS, AMZN Quarterly
Netflix South Korea NFLX Quarterly
Netflix Content Map NFLX, DIS Quarterly
India Grocery and Grocery Delivery AMZN, Big Basket, Grofers, Jio Mart Quarterly
India Online Retailers AMZN, Instacart Quarterly
Movie Theaters and Premium VOD AMC, NFLX, DIS, etc. Monthly
Online Dating IAC, MTCH, FB  
Online Grocery & Meal Kits APRN, AMZN, HFG, Instacart Quarterly
Online Gambling and Casinos DKNG, PENN Monthly
Ride Sharing UBER, LYFT Quarterly
Snapchat  SNAP Monthly
Social Media Ad Execs FB, GOOG, SNAP, TWTR, AMZN, PINS Quarterly
Social Media Consumers Domestic FB, SNAP, TWTR, PINS, Bytedance Quarterly
Social Media Consumers International FB, SNAP, TWTR, PINS, Bytedance Quarterly
Streaming Music SPOT, SIRI, AMZN, AAPL, P Quarterly
ZG and iBuying ZG and Competitors Quarterly
     

Consumer Plus Trackers

   
     
Industry / Company Tickers Frequency
   
Big Box WMT, TGT, COST, AMZN, Dollar Stores Quarterly
Casual Dining Excel File Many Tickers Quarterly
Chicken Sandwich Wars QSR, YUM, MCD, Chick-Fil-A Quarterly
Chipolte CMG Quarterly
CPGs PG and Competitors Quarterly
Department Stores M, JCP, KSS, JWN, TJX, BURL + Brands Quarterly
Domino’s and Food Delivery DPZ, Pizza Competitors  
Fitness PTON, Gym Chains, At Home Competitors Quarterly
Food Delivery UBER, GRUB, DoorDash, Postmates Quarterly
Food Delivery and DPZ UBER, DoorDash, DPZ, YUM, etc Quarterly
Footwear NKE, FL, ADDYY, SKX, UA, AMZN, VFC Quarterly
Furniture / RH RH + Competitors Quarterly
Live Events LYV  
Mattresses CSPR, MFRM, TPX, PRPL Quarterly
MCD MCD Quarterly
Meat Alternatives BYND, Impossible Foods Quarterly
Pet Retail CHWY, AMZN, Competitors Quarterly
Soda and Energy Drinks KO, FIZZ, MNST Quarterly
Tesla and Autos TSLA + Competitors Quarterly
Travel and Cruises CCL, BKNG, EXPE, TRIP, YELP, GOOG, AMZN  
UK Retail and Consumer Many Tickers Quarterly

B2B Surveys

   
     
Industry / Company Tickers Frequency
   
Advertising Executives GOOG, FB, AMZN, SNAP, TWTR, PINS Quarterly
Enterprise Ad Spending GOOG, FB, AMZN, SNAP, TWTR, PINS Quarterly
Cloud Computing – Enterprise AMZN, MSFT, GOOG  
Enterprise Software MSFT, WORK, ADBE, CRM, etc. Quarterly
Restaurant Managers Food Delivery Apps and Kitchen Equipment Capex Quarterly
Business Owners GDDY Quarterly
Gym Owners PLNT, PTON Quarterly

China

   
   
Industry / Company Tickers Frequency
   
China eCommerce JD, PDD, BABA Monthly
China Smartphones & Consumer Eelctronics AAPL, Huawei, Xiaomi Monthly
China Autos TSLA Monthly
China Casual Dining SBUX, MCD, YUMC, etc. Monthly
China Food Delivery & Grocery Meituan, BABA, JD Monthly
China Macro Spending, Travel, Economy, Jobs Monthly
China Tech / Retail Monthly Tracker (2Q20) BABA, JD, PDD, AAPL, TSLA, SBUX, MCD, YUMC Monthly

Macro / Covid Trackers

   
   
Industry / Company Tickers Frequency
   
US Covid-19 and Macro Spending, Travel, Economy, Jobs, Real Estate, Health, COVID Monthly
China Covid-19 and Macro Spending, Travel, Economy, Jobs, Real Estate, Health, COVID Monthly
India Covid-19 and Macro Spending, Travel, Economy, Jobs, Real Estate, Health, COVID Quarterly
Japan Covid-19 and Macro Spending, Travel, Economy, Jobs, Real Estate, Health, COVID Quarterly
South Korea Covid-19 and Macro Spending, Travel, Economy, Jobs, Real Estate, Health, COVID Quarterly
UK Covid-19 and Macro Spending, Travel, Economy, Jobs, Real Estate, Health, COVID Quarterly

Healthcare Trackers

   
Hospital and Physician Utilization Monthly
Elective Procedures Monthly
Cost Trend Analysis Monthly
Cold and Flu Symptom Tracker Monthly
Diabetes Tracker Monthly
Telemedine Monthly
Clear Aligners Monthly
Dental Visits Monthly

Financials Trackers

   
Credit Card Delinquencies Monthly
Mortgage Delinquencies Monthly
Financial Confidence Monthly
Payments Monthly
Employment Trackers Monthly
Investors Sentiment and Activitiy Monthly

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