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