BESPOKE INTEL | CLIENT RESEARCH PORTAL
TOOLS AND CONTENT (CLICK IMAGES TO VIEW RESEARCH)
RESEARCH FEED FROM THE BUYSIDE | THESIS DEBATES
(FB, GOOG, AMZN, SNAP, TWTR) Ad Execs Vol 9 | 2Q20 Expected To Be Rough, AMZN Expected Share Winner
Passing along an update to our work on...
(TMT, Retail) Average Age and Income of Users Tracked Over Time
Passing along some trackers of the average age...
(GDDY) Godaddy Quick Deck
Passing along a handful of slides on Godaddy...
(DIS, NFLX) Disney+ Research Breakdown
Passing along a breakdown deck focusing more...
(MTCH, IAC) Online Dating | Usage, Satisfaction, Covid, Tinder Paid
Passing along some insights from our monthly...
(CCL, RCL, NCLH, BKNG, EXPE, TRVG) Cruises and OTAs | Comfort Level Analysis and Search Preferences
Passing along some feedback on consumer...
(TMT, Retail) Average Age and Income of Users Tracked Over Time
Passing along some trackers of the average age...
(BABA, PDD, JD) China eCommerce Vol 20 | PDD Continues To Emerge
Passing along an update to our China ecommerce...
(AMZN) Lagging Cohorts Increase Usage of Prime | Lower Income, Older Age
Passing along some cross-tab analysis that we...
(NFLX) Cross-Tabbing Adds and Churn | Domestic
We ran some more cross-tab analysis this morning...
Click To Open Relevant Research
1. Social Media | iOS Privacy Notices Simulation
2. Streaming Video | Account Sharing, Covid Unwind
3. Fitness | PTON Tread Purchase Intentions
4. Furniture and Clothing | Post-COVID Demand Trend Shifts
5. Video Game Ecosystem | New Consoles
6. Used Cars | CVNA and Proclivity To Buy Used Online
7. Pharmacy | AMZN Pharmacy Interest
8. Big Box | Click and Collect (TGT and WMT)
9. Bitcoin and Retail Traders | Recurring Surveys
10. TSLA | Consumer Interest in EVs