We run a survey of 1,500 US consumers balanced to census per month scoping sentiment toward Covid, consumption changes, and macro impacts. Below are...

The Setup:Investors are closely focused on studying pricing dynamics and cross-shopper perceptions between Wayfair and Amazon for identical items....

The Set Up:We have been tracking usage mix on the SNAP app over a number of months to see if usage behavior is shifting Why it is important:Stories...

The Set-Up:AAPL is trading near all-time highs and expectations have been lofty for the upcoming iPhone 12 launch. Thesis Based Questions:1. Will...

The Set-Up: W is off some ~53% from all-time highs set in March of 2019. Rising costs, increased competition, and China concerns have investors...

GRUB is off 40%+ today following yesterday's earnings release. After parsing through managements' commentary we thought it might be helpful to...

Third party delivery apps have come more into buyside focus recently. The disruption being brought to the space will create inflection points for...

Use cases for social media platforms in India vary greatly. Below is a rundown of what account holders with each platform use it for. The word...

With increasing competition in the US putting NFLX under pressure, investors are spending a lot of time focusing on the international landscape....

Our PTON survey results have a balance of positives in negatives for investors to consider. Below is one area we are highlighting because we haven't...