Thesis Insights

Backed By Evidence 


Social Media Privacy Opt-Outs and FB Sentiment – Feedback From Users

Below is an excerpt of charts from our longitudinal consumer survey work on social media apps last quarter, focusing on issues that have recently been in focus like privacy opt-outs and consumer sentiment toward the FB brand.

In our upcoming wave (33rd quarterly installment), it will be interesting to see how both privacy feedback and brand sentiment evolves with the history (below) from prior surveys as a backdrop.

If you are a client, log-in to download the full report from last quarter. If you are not a client and are interested in becoming more familiar with our work, please let us know ([email protected]).

Our work this quarter will further dive into how consumers are behaving relative to the summer months and how this varies across key social media platforms. Moreover, we will look into consumer perceptions of Facebook and its leaders (and how those have evolved over time), the metaverse, and new features on competing social media platforms.

Please let us know if you would like to learn more or if you want to be updated once we refresh our work on the above topics.

Upcoming Content Expectations: Streaming Video

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Despite increased competition and the loss of some key titles (like “The Office”) in recent years, consumers are still most interested in Netflix’s upcoming content.

Survey Question:

What are your expectations for the upcoming content that will be on each of these platforms?

Upcoming Quarterly Survey Read Ahead of Earnings:

We are launching the 34th volume of our quarterly streaming video survey work in the US and India today with results to follow next week. We will have updated feedback on engagement, sentiment, pricing power, originals, content, interest in video games from Netflix, account sharing, interest in ad supported tiers, competitive dynamics and cross-over between user bases, Covid, and impacts from the return of the NFL season.

If you are not a client and are interested in this upcoming research, contact us for samples or a trial.

Online Dating – Sentiment Improving

Sentiment toward online dating platforms has improved since the start of the pandemic. When we first started asking about it one year ago sentiment was net-negative. The data has flipped positive over the course of 12 months with significant improvements since the start of the year when vaccines started to become available.

Noteworthy Wayfair Trends | Primary Research

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Key Points:

Cross-Shopping Is Increasing, and Customers Think Wayfair Is More Expensive

  1. From our identical item pricing analysis work – we have found that Amazon is cheaper than Wayfair on identical items most of the time. The data shifted a bit in September of 2020 at the height of Amazon’s shipping difficulties, but has since returned to typical readings from our data collection.

2. From our survey, Wayfair shoppers are increasingly cross-shopping Amazon before making their purchases.

3. Also from our survey, Wayfair cross-shoppers actually pretty accurate in their assessment of whether Amazon or Wayfair is cheaper.

Furniture Shopping In-Stores vs. Online and Covid: In-Store Expected To Make a Comeback

4. Furniture shopping is an area in which consumers appear poised to return to pre-Covid preferences (online vs. in-stores). Some examples of areas that figure to hold onto Covid gains include food delivery, streaming video, video games, online grocery. Another area where consumers expect their behavior to eventually regress to pre-covid levels: video calls.

Charts: From Our Identical Item Pricing Analysis:

Charts: From Our Quarterly Survey of Wayfair Customers:

PTON and PLNT – Consumer Feedback

Each quarter, we run a survey to track trends related to PTON and PLNT. Below are a selection of charts from our report this quarter on thesis related issues for both PTON and PLNT.

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(SE) Free Fire, On Fire

Data Source: 1,000+ US Video Gamers

Key Takeaways:
1. Free Fire gamers are highly likely to expect to still be playing the game one year from now. Of the games tested in our survey, Free Fire gamers are among the most likely to think they’ll be playing the game one year from now.
2. Free Fire gamers are also among the most likely to show interest in a metaverse like game that combines gaming with social media components.

(CVNA) Mindshare Dominant On a Rising Tide

Data Source: Survey of 1,250 US Consumers Balanced to Census

Key Takeaways:
1. Consumer willingness to buy a used car online has increased sequentially.
2. Younger cohorts are driving adoption, a likely trend that will continue.
3. Carvana is mindshare dominant when it comes to what platform consumers think of first for buying used cars online.

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OpenDoor | Consumers Are “Getting” iBuying

With OpenDoor making its debut on public markets today, we wanted to highlight some of the feedback we have from home-owners on iBuying.

Below are a couple charts from our August online real estate survey report showing that consumers are increasingly “getting” iBuying.

Our most recent survey on iBuying, OpenDoor, and ZG was conducted in November and our next iteration will be in January.

If you’re a client and want to read the most recent, full report, from November you can log in and search for ZG or Online Real Estate in the research feed.

Not a client and want to learn more? Reach out to [email protected]

MTN | Ski Season Intentions

Bespoke Intel | December 17th, 2020

Covid Uncertainty Weighing On Intentions

2020 will (mercifully) come to an end in just a couple weeks with increasing clarity around vaccines offering more visibility in 2021 than we had just a month or two ago. Vaccine related developments will provide little comfort for ski resort operators, though, as COVID-19 rages and the majority of the skiing/snowboarding season figures to take place before the majority of the vaccine rollout.

We asked consumers about their intentions in September, and then again in the past week. Two takeaways jump out at us:

  1. Consumers said they were less likely to ski/snowboard this year in December than they were in September (likely because of the increases in COVID-19 cases since our September survey).
  2. The uncertainty is caused those who are planning to ski to delay their purchases of full-season passes.

If you’re a client and want to read the full report, you can log in and search for AMZN in the research feed.

Not a client and want to learn more? Reach out to [email protected]

Amazon Pharmacy

Bespoke Intel | December 16th, 2020

Identifying Early Adopters

One can imagine how competitors feel about Amazon entering the pharmacy business, but projecting how consumers will react is a more difficult task without direct feedback from… consumers.

We ran a survey last week on 1,000+ consumers to understand how they perceive Amazon pharmacy vs. the pharmacy they’ve traditionally used when it comes to trust, convenience, and price.

Our analysis (excerpt below) reveals which cohorts will drive adoption of Amazon Pharmacy:

  • Prime Members
  • 35-54 year-olds
  • People living in urban areas.

Consumers have a very positive view on Amazon Pharmacy, but they also have very positive feedback on their existing pharmacy.

If you’re a client and want to read the full report, you can log in and search for AMZN in the research feed.

Not a client and want to learn more? Reach out to [email protected]