Bespoke Intel Coverage
Evidence Backed Thesis Insights | 200+ Companies |50+ Industries |10+ Countries
TMT Trackers |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Credit Card Delinquencies | Monthly | |
| Mortgage Delinquencies | Monthly | |
| Financial Confidence | Monthly | |
| Payments | Monthly | |
| Employment Trackers | Monthly | |
| Investors Sentiment and Activitiy | Monthly |