Bespoke Intel Coverage

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

Topic

Tickers

History

Streaming Video Domestic

NFLX, DIS, T, CMCSA, VIAC, AAPL,

AMZN, ROKU

March 2013

Streaming Video International

(India, South Korea, Japan)

NFLX, DIS, NBC, T

October 2019

Social Media Domestic

FB, SNAP, TWTR, GOOG, PINS

August 2013

Online Retailers

AMZN, ETSY, W, WISH, OSTK, EBAY

October 2013

Audio

SPOT, SIRI, AMZN, AAPL

September 2016

Social Media Ad Execs

FB, GOOG, PINS, SNAP, AMZN, TWTR

April 2018

Chipotle Deep Dive

CMG

January 2016

Video Calls

ZM

April 2020

Consumer Electronics Domestic

AAPL, BBY, AMZN

July 2015

Pizza

DPZ, PZZA, YUM

October 2019

Online Clothing Stylists

SFIX, AMZN

October 2020

Food Delivery Apps Domestic

UBER, DASH, GRUB

October 2018

Meal Kits

AMZN, APRN, HelloFresh, DASH,

Instacart, Shipt

Ad Hoc

Coffee

SBUX, DNKN, MCD, Luckin

October 2017

Consumer Electronics China

AAPL, Competitors

June 2015

China eCommerce

PDD, BABA, JD

June 2015

China Food Delivery

Numerous

October 2019

Fitness

PLNT, PTON

February 2017

Ride Sharing

UBER, LYFT

January 2016

News

NYT & Competitors

June 2020

Grocers and Grocery Delivery

AMZN, APRN, WF, WMT, KR, Instacart

May 2017

UK Food & Grocery Delivery

JE, UBER, DASH, Deliveroo, GRUB

June 2018

Cruises & OTAs

CCL, RCL, NCLH, BKNG, EXPE, TRVG,

ABNB

March 2020

Low-Cost Retail

WMT, TGT, COST, FIVE, Dollar Stores

February 2016

Department Store Retail

M, KSS, TJX, JCP, Branded Apparel

February 2016

Auto Sites and Apps

CVNA, CARG, KMX, TSLA

November 2020

Electric Vehicles

TSLA, AAPL

January 2021

Mattresses

TPX, CSPR, PRPL, MFRM

September 2016

Pet Retail

AMZN, CHWY

November 2018

Pharmacy & Drug Stores

AMZN, CVS, WMT, GDRX, WBA, TDOC,

Capsule, etc

March 2021

Mobile Payments

PYPL, SQ, Zelle, Venmo, Chime, HOOD

November 2018

Bitcoin & Crypto

SQ, PYPL, COIN, Gemini, HOOD

December 2017

Retail Traders

Robinhood, SQ, WSB

Ad Hoc

Plant Based Meat Alternatives

BYND, Impossible

May 2019

Video Gamers Domestic

SNE, MSFT, NTDOY, GME, AMZN, BBY,

TTWO, EA, ATVI , SE

February 2015

Video Gamers Japan

SNE, NTDOY, MSFT

Ad Hoc

Online Real Estate & iBuying

ZG, RDFN, OPEN, Offerpad

(May 2019

Furniture

RH, W, WSM

September 2016

 

Online Dating

MTCH, BMBL, Tinder

March 2020

Secondhand Fashion

TDUP, POSH, REAL

Ad Hoc

Footwear

FL, NKE, ADDYY, SKX, UA, AMZN, VFC

September 2016

Home Furnishings

BBBY, W, PIR, WSM, TJX

November 2020

Online Shopping Trends

Numerous

April 2020

UK Retail

Numerous

June 2015

India Grocery & eCommerce

Numerous

October 2019

India Food Delivery

Numerous

October 2019

Sports Gambling

DKNG

May 2018

Movie Theaters & Streaming

AMC, DIS, NFLX, T, etc

October 2017

Sporting Goods

DKS, ASO

May 2021

Scrubs Report, Healthcare

Professionals

FIGS

May 2021

SMB Survey

SHOP, CRM, WORK, MSFT, MNDY,

INTU, Bill.com, SMAR, AMD, INTEL

Ad Hoc

Buy Now, Pay Later

SQ

July 2021

Crocs

CROX

July 2021

Milk Alternatives

OTLY

July 2021

Energy Drinks

MNST

May 2021

Hard Seltzer

SAM, BUD

May 2021

CPGs

PG, UL, KMB

August 2018

Fast Fashion

Shein vs. Competitors

July 2021

Undergarments and Lingerie

VSCO and Competitors

August 2021

Handbags

CPRI and Competitors

August 2021

AMZN Department Stores

AMZN and Competitors

August 2021

Back to School

Numerous

Every Aug/Sep

 

Monthly Macro Trackers (Most Have 83+ Consecutive Months of History):

 

·         Auto Sites and Tesla (June 2019)

·         Glasses and Contact Lenses (April 2020)

·         Tickets and Live Events (February 2020)

·         Grocers and Grocery Delivery (May 2017)

·         NYT and News (June 2020)

·         Home Improvement (July 2014)

·         Travel, Cruises, and Theme Parks (March 2020)

·         Gambling (May 2020)

·         Social Media (July 2014)

·         Streaming Video (July 2014)

·         Consumer Electronics (July 2014)

·         Online Retailers (July 2014)

·         Big Box Retailers (July 2014)

·         Department Stores (April 2015)

·         Off Price Dept Stores (March 2017)

·         Online Dating (March 2020)

·         Noticed Gas Prices Are Lower (December 2014)

·         Noticed Gas Prices Are Higher (December 2014)

·         Confidence in economy (July 2014)

 

·         Percentage of consumers employed full time (July 2014)

·         Percentage of consumers employed part-time (July 2014)

·         Percentage of consumers employed and looking for work (July 2014)

·         Percentage of unemployed who filed for unemployment assistance in the past month (July 2014)

·         Current income vs. one year ago (July 2014)

·         Agrees that they are concerned they will lose their job (July 2014)

·         Percentage of employed respondents who have started a new business in the past year (July 2014)

·         Sentiment toward state of personal finances (July 2014)

·         Sentiment toward finances vs. one year ago (July 2014)

·         Expectations for US unemployment level one year from now (July 2014)

·         Belief in their financial condition compared to the average person (July 2014)

·         Made a credit card payment in the past month (July 2014)

·         Current credit card debt vs. one year ago (July 2014)

·         Expected discretionary spending over the next few months (July 2014)

·         Believes they are living paycheck to paycheck (July 2014)

·         Lives in a single-family house (July 2014)

·         Lives in an apartment/condo/townhouse (July 2014)

·         Lives in a multi-family house (July 2014)

·         Currently owns residence (July 2014)

·         Currently rents residence (July 2014)

·         Currently living with parents, children, relatives, etc (July 2014)

·         Purchased home within past three months (July 2014)

·         Made mortgage payment in the past month (July 2014)

·         Refinanced mortgage in the past year (July 2014)

·         Home is currently listed for sale (July 2014)

·         Likelihood of purchasing a home in the next year (July 2014)

·         Started a home improvement project in the past month (July 2014)

·         Started a home improvement project in the past three months (July 2014)

·         Last home improvement project was do-it-yourself (July 2014)

·         Plans to start a home improvement project in the next six months (July 2014)

·         Purchased primary automobile in the past three months (July 2014)

·         Auto purchase recency (higher = more recent) (July 2014)

·         Owns an automobile (July 2014)

·         Auto was used when they purchased/leased it (July 2014)

·         Auto was new when they purchased/leased it (July 2014)

·         Healthcare overall cost changes (August 2014)

·         Healthcare copay changes (August 2014)

·         Healthcare deductible changes (August 2014)

·         Healthcare premium changes (August 2014)

·         Visited hospital in the past month (July 2014)

·         Hospital visit recency (higher = more recent) (July 2014)

·         Visited doctor’s office in the past month (July 2014)

·         Doctor’s office visit recency (higher = more recent) (July 2014)

·         Dental Visits in past month (October 2014)

·         Cosmetic or Plastic Surgery Visits past month (October 2014)

·         Orthopedic Visits or Surgery Past Month (October 2014)

 

  • Lasik Surgery Past Month (October 2014)
  • Follows the stock market on a regular basis (July 2014)
  • Current view of the stock market (July 2014)

·         Investors’ expectations for interest rates one year from now (July 2014)

·         Investors risk willing to take with investment assets now compared to a year ago (July 2014)

·         Currently has the common cold (June 2019)

·         Currently has allergies (June 2019)

·         Currently has the Flu (June 2019)

·         Currently has a bacterial infection requiring antibiotics (June 2019)

·         Currently has diabetes (June 2019)

·         Currently on long-term antibiotics (June 2019)

·         Currently has a cough (April 2020)

·         Currently has chest tightness (April 2020)

·         Currently has loss of taste or smell (April 2020)

·         Currently has a stuffy nose (April 2020)

·         Currently has a sore throat (April 2020)

·         Currently has difficulty breathing (April 2020)

·         Currently has chest pain (April 2020)

·         Currently has confusion (April 2020)

·         Currently has diarrhea (April 2020)

 

 

Covid Trackers:

 

Monthly Feedback Related To Covid Since March of 2020

  • US
  • Work From Home, Return to Work Surveys

 

Quarterly Feedback Related To Covid Since March of 2020

  • China
  • Japan
  • India
  • South Korea
  • UK

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