Error | Bespoke Market Intelligence

Bespoke – Sports Gambling Vol 4

DKNG, PENN, Sports Gambling

Bespoke – Sporting Goods Retail Vol 4 (DKS, ASO, FL, etc)

ASO, DKS, FL, Sporting Goods

Bespoke – Inflation Expectations and Impacts, Vol 3

Bespoke – Bath and Body Works Deep Dive, Vol 1

_Retail

Bespoke – Mobile Payments and Crypto Vol 16

Chime, COIN, HOOD, Mobile Payments, PYPL, SQ

Bespoke – Macro KPIs By Income

Bespoke – China eCommerce Vol 29

eCommerce, _China

Bespoke – China Macro, Food Delivery, Autos, Covid, etc

Macro, Macro, _China, _Macro

Bespoke – UK Macro and Covid Update (July 2022)

Macro, Macro, _Macro, _UK

Bespoke – Fitness Vol 23 (PTON, PLNT, etc)

Bespoke – Audio Vol 24 (SPOT, AAPL, SIRI, etc)

AAPL, AMZN, AMZN, Audio, SIRI, SPOT

Bespoke – Online Personal Styling Vol 8 (SFIX)

Bespoke – Food Delivery US Vol 24 (DASH, UBER, GRUB, etc)

Bespoke – UK Food Delivery Vol 17

DASH, Food Delivery, UBER

Bespoke – AAPL Domestic Vol 38

Bespoke – EV’s Vol 7 (TSLA, RIVN, etc)

Electric Vehicles, RIVN, TSLA

Bespoke – Monthly US Macro (July 2022)

Bespoke – Streaming Players Vol 7 (ROKU, etc)

AMZN, AMZN, ROKU, Streaming Players

Bespoke – BNPL Vol 6

Bespoke – Online Retailers Vol 38 (AMZN, W, ETSY, etc)

AMZN, AMZN, eCommerce, ETSY, W, WMT

Bespoke – Social Media Ad Execs Vol 18 (FB, AMZN, GOOG, TWTR, SNAP, PINS, etc)

AMZN, AMZN, FB, GOOG, PINS, SNAP, Social Media, TWTR

Bespoke – Social Media Consumers Vol 36 (FB, SNAP, TWTR, PINS, GOOG, etc)

Bespoke – Coffee Vol 20 (SBUX, DNKN, MCD)

Bespoke – Streaming Video Domestic Vol 37 (NFLX, DIS, AAPL, AMZN, etc)

AAPL, AMZN, AMZN, CMCSA, DIS, NFLX, Streaming Video

Bespoke – Streaming Video India Vol 12 (NFLX, DIS, etc)

AAPL, AMZN, CMCSA, DIS, NFLX, Streaming Video

Bespoke – AMZN Prime and Food Delivery Update

AMZN, Food Delivery, GRUB, JE, UBER

Bespoke – RBLX Deep Dive Survey, Vol 2

RBLX, Video Games

Bespoke – Social Media Teens (Volume 2)

Bespoke – Teens Product Search – Amazon vs. Google

AMZN, GOOG

Bespoke – Teens Streaming Video and Audio (Vol 2)

Audio, CMCSA, DIS, NFLX, SIRI, SPOT, Streaming Video

Bespoke – CVNA Survey, AZ and GA vs. ROC

Bespoke – Monthly Consumer Cross-Tabs and Commentary

Bespoke – Consumer Behavior and Travel Update (May 22)

EXPE, Travel

Bespoke – US Consumer Monthly Update (May 22)

Bespoke – CVNA Custom Survey (May 2022)

Bespoke – Cable TV Providers NPS and Age and Income of Customers

CMCSA, GOOG, Streaming Video, T

Bespoke – Netflix Ad-Supported Tier Survey (Domestic)

Bespoke – AMZN vs. CHWY Pricing Analysis (Summary Charts)

AMZN, CHWY, eCommerce

Bespoke – AMZN vs. Wayfair Pricing Analysis (Summary Charts)

AMZN, eCommerce, W

Bespoke – Pet Retailers Vol 16

AMZN, CHWY, Pet Retail, PETS

Bespoke – CPGs, Personal Care, Energy Drinks, and Hard Seltzer Vol 16

CPGs, MNST, PG, SAM

Bespoke – Meat Alternatives Vol 13

Bespoke – Milk Alternatives Vol 4

Bespoke – Mobile Payments, Crypto, and Financial Products Vol 14

Chime, COIN, Mobile Payments, PYPL, SQ

Bespoke – Big Box Retailers Vol 26

Bespoke – Department Stores Vol 27

Department Stores, M, _Retail

Bespoke – Furniture and Mattresses Vol 24

CSPR, Furniture, Home Furnishings, Mattresses, MFRM, PRPL, RH

Bespoke – Audio Vol 23 (SPOT, SIRI, YouTube, AAPL, etc)

AAPL, AMZN, AMZN, Audio, GOOG, SIRI, SPOT

Bespoke – Fitness Vol 22 (PTON, PLNT)

Bespoke – NFLX Account Sharing Surcharge Survey (May 2022)

Bespoke – India Macro and Covid Vol 11

Covid, _Macro

Bespoke – China Covid, Macro, Autos, and Food Delivery – April Update

Covid, _China

Bespoke – China eCommerce Vol 28

Bespoke – UK Macro and Covid, Vol 25

Covid, _UK

Bespoke – Social Media Consumers Vol 35

Bespoke – UK Food Delivery Vol 16

Food Delivery, JE, _UK

Bespoke – Food Delivery Vol 23

Bespoke – Consumer Electronics Domestic Vol 37

Bespoke – DPZ and Pizza Vol 11

Casual Dining, DPZ, PZZA, YUM, YUM

Bespoke – Online Personal Styling Vol 7

Bespoke – Consumer Electronics China Vol 28

Bespoke – BNPL Vol 5

Bespoke – Online Retailers Vol 37

AMZN, ETSY, Online Grocery, W

Bespoke – Social Media Ad Execs Vol 17

Bespoke – SAAS Subscription Survey

MSFT, ZM

Bespoke – Streaming Video India Vol 11

AMZN, DIS, NFLX

Bespoke – Streaming Video Domestic Vol 36

AAPL, AMZN, AMZN, CMCSA, DIS, NFLX, Streaming Video

Bespoke – Consumer Spending and Travel

ABNB, EXPE, GOOG, Travel

Bespoke – Monthly Covid and Macro (March 22)

Bespoke – NFLX Account Sharing Data Analysis

Bespoke – FB vs. TikTok Quant and Qual Analysis

Bespoke – Solar Panels and EVs Vol 1

Solar Panels, TSLA

Internet Subscriptions – Pricing Power, LTV, CSAT

AMZN, AMZN, Audio, BMBL, COST, DASH, DIS, eCommerce, Food Delivery, Grocery, Instacart, LYFT, Meal Kits, MTCH, NFLX, NYT, Online Dating, Online Grocery, PTON, SIRI, SPOT, Streaming Video, UBER

Bespoke – Online Grocery Update (Feb 22)

AMZN, APRN, Hello Fresh, Instacart, Online Grocery, TGT, WMT

Bespoke – Sports Gambling Vol 2

DKNG, Fanduel, PENN, Sports Gambling

Bespoke – Video Gamers Vol 26

ATVI, GME, MSFT, NTDOY, SNE, Video Games

Bespoke – Sporting Goods Vol 3

ASO, DKS, NKE, Sporting Goods, YETI

Bespoke – Super Bowl Gambling Survey

DKNG, Sports Gambling

Bespoke – Monthly Macro and Covid

Macro – Inflation Expectations (Feb 22)

Mobile Payments – User Base Crossover

Chime, HOOD, Mobile Payments, PYPL, SQ, Venmo, Zelle

Bespoke – CPGs, Energy Drinks, and Hard Seltzer Vol 15

CELH, CPGs, Energy Drinks, Hard Seltzer, MNST, PG, SAM, UL

Bespoke – Mobile Payments Vol 14

Chime, Cryptocurrency, HOOD, Mobile Payments, NRDS, PYPL, SQ, Venmo, Zelle, _Crypto

Bespoke – Milk Alternatives Vol 3

Bespoke – Department Stores Vol 26

BURL, KSS, M, Shein, TJX

Bespoke – Low Cost Retailers Vol 25

AMZN, AMZN, Big Box Retail, COST, TGT, WMT

Bespoke – BOPIS Vol 1

Big Box Retail, Macro, Macro, _Macro, _Retail

Bespoke – UK Macro and Covid Vol 24

Covid, Macro, Macro, _Macro, _UK

India – Covid and Macro

Covid, India, Macro, Macro, _India, _Macro

Bespoke – Mattresses and Furniture Vol 23

CSPR, MFRM, PRPL, TPX, W

Bespoke – Footwear Vol 23

ADDYY, AMZN, Athletic Brands, CROX, FL, Footwear, GPS, LULU, NKE, SKX, UA, VFC

Bespoke – Online Realtors Vol 12

Offerpad, Online Real Estate, OPEN, ZG

China – eCommerce (PDD, JD, BABA, etc)

Macro – Birth Rates By Country

Bespoke – Streaming Players Vol 5

AAPL, AMZN, ROKU, Streaming Players

Bespoke – BNPL Vol 3

AFRM, Afterpay, Financials, Klarna, Mobile Payments

US Consumer Macro Inflections and Covid

Covid, Cryptocurrency, Macro, Macro, _Crypto, _Macro

Streaming Video Domestic Vol 35

Social Media Consumers Vol 34

Social Media Ad Execs Vol 16

AMZN, AMZN, FB, GOOG, PINS, SNAP, Social Media, TikTok, TWTR, YELP

Online Retailers Vol 36

AMZN, AMZN, eCommerce, ETSY, OSTK, TGT, W, WISH, WMT

Online Personal Styling (SFIX) Vol 6

DPZ and Pizza Quarterly Survey Vol 10

Casual Dining, DPZ

Crocs Vol 3 (Hey Dude Deep Dive)

CROX, Footwear

Consumer Electronics Domestic

AAPL, AMZN, BBY, BBY, Consumer Electronics

Coffee Vol 18 (SBUX, DNKN, MCD)

Student Loans – Delayed Payments Survey

December Updates

Covid, Cryptocurrency, Macro, Macro, _Crypto, _Macro

eCommerce, US (Quarterly)

AMZN, EBAY, eCommerce, ETSY, OSTK, W, WISH

Consumer Electronics China (Quarterly)

AAPL, Consumer Electronics, Huawei, OnePlus, Oppo, Samsung, Vivo, Xiaomi, ZTE

Consumer Electronics Domestic (Quarterly)

AAPL, AMZN, BBY, Consumer Electronics, Samsung

Streaming Video Platform Cross-Over and Monthly Updates

AAPL, DIS, NFLX, Streaming Video, T

Financial Products, Crypto, and Mobile Payments (Quarterly)

COIN, Cryptocurrency, Financials, HOOD, Mobile Payments, PYPL, SQ, _Crypto

Streaming Video India (Quarterly)

Streaming Video US (Quarterly)

AAPL, AMZN, CMCSA, DIS, NFLX, Streaming Video, T, VIAC

Social Media | Average Age and Platform Cross-Over

Average Age and Platform Cross-Over, FB, PINS, SNAP, Social Media, TikTok, TWTR

Second Hand Fashion (Ad-Hoc)

Consumer Goods, FTCH, POSH, REAL, Second Hand Fashion, TDUP

Prop 22 Consumer Survey, California (Ad-Hoc)

DASH, Food Delivery, GRUB, Instacart, LYFT, Postmates, Ride Sharing, UBER

Movie Theaters (Ad-Hoc)

AMC, DIS, Movie Theaters, NFLX, Streaming Video

Retail Traders and WSB Cross-Tabs (Ad-Hoc)

HOOD, Retail Traders

Contact Lenses and Glasses (Ad-Hoc)

ALC, Contact Lenses and Glasses, COO, EYE, JNJ, WRBY

Consumer Goods, Yeti Deep Dive (Ad-Hoc)

Consumer Goods, YETI

Casual Dining (Quarterly)

BWLD, Casual Dining, CMG, DIN, DPZ, EAT, MCD, PLKI, QSR, SBUX, WEN, WING, YUM, YUM

Bitcoin and Platforms Deep-Dive (Ad-Hoc)

COIN, Cryptocurrency, HOOD, _Crypto

Work From Home, Return to Work (Ad-Hoc)

Employment, Macro, _Macro

Women’s Clothing, VSCO Deep Dive (Ad-Hoc)

Consumer Goods, Lingerie, VSCO

Video Games US (Quarterly)

AMZN, BBY, Fortnite, GME, MSFT, NTDOY, SE, SNE, Video Games

UK Retail/Consumer (Quarterly)

Consumer Goods, UK Retail, _UK

UK Macro and Covid (Quarterly)

Covid, Macro, _Macro, _UK

Streaming Players (Quarterly)

AAPL, AMZN, ROKU, Streaming Players, Streaming Video

Squid Game in Context (Ad-Hoc)

Sports Gambling Update (Monthly)

Sporting Goods Retail (Quarterly)

ASO, DKS, FL, NKE, Sporting Goods

Social Media Consumers, US (Quarterly)

FB, GOOG, PINS, RBLX, SNAP, Social Media, TikTok, TWTR

Social Media Ad Execs (Quarterly)

Fast Fashion, Shein Focus (Quarterly)

Consumer Goods, Fast Fashion, Shein

Online Personal Styling, SFIX Deep Dive (Quarterly)

Prop 22 Feedback By State (Ad-Hoc)

DASH, Food Delivery, GRUB, Instacart, Postmates, Ride Sharing, UBER

Online Real Estate (Quarterly)

Online Real Estate, OPAD, OPEN, RDFN, ZG

Online Pharmacy and Telehealth (Ad-Hoc)

AMZN, Capsule, GDRX, Online Pharmacy and Telehealth, TDOC

Online Dating, Female Deep Dive (Ad-Hoc)

BMBL, IAC, MTCH, Online Dating, Tagged

Netflix and Video Games Cross-Tabs (Ad-Hoc)

MTN, Ski Resort Operators

Ski Resort Operators, MTN Deep Dive (Ad-Hoc)

Plant Based Meat Alternatives (Quarterly)

US Macro and Covid By Income (Ad-Hoc)

Covid, Macro, _Macro

Jewelry, US Females Survey (Ad-Hoc)

Jewelry, LVMH, PNDRA, SIG, TIF

Inflation Awareness and Expectations Deep Dive (Quarterly)

Macro, _Macro

India Online Grocery and eCommerce (Quarterly)

eCommerce, Online Grocery, _India, _Macro

India Macro and Covid (Quarterly)

Covid, Macro, _India, _Macro

Holiday Shopping Preview (Ad-Hoc)

Holiday Shopping, _Macro

Grocery Delivery, Grocers, and Meal Kits (Monthly)

AMZN, APRN, Grocery, Hello Fresh, Instacart, KR, Meal Kits, Online Grocery, WFM, WMT

Footwear (Quarterly)

ADDYY, BIRD, Consumer Goods, FL, Footwear, GPS, LULU, NKE, SKX, UA, VFC

FIGS Deep Dive Report (Ad-Hoc)

Consumer Goods, FIGS, Medical Apparel

Electric Vehicles and Trucks Deep Dive (Quarterly)

Autos, Electric Vehicles, RIVN, TSLA

Sports Gambling Follow-up Survey (Ad-Hoc)

Beauty and Skincare, Consumer Goods, ULTA

Department Stores (Quarterly)

BURL, Department Stores, JWN, KSS, M, TJX

Grocery Delivery, Meal Kits, and Food Delivery Deep Dive (Ad-Hoc)

AMZN, APRN, DASH, Food Delivery, Grocery, Hello Fresh, Instacart, KR, Online Grocery, UBER, WFM, WMT

CPGs (Quarterly)

CPGs, FIZZ, KO, MNST, PG, SAM, Truly, UL

Chipotle Deep Dive (Quarterly)

Casual Dining, CMG

China Macro and Covid (Quarterly)

Covid, Macro, _China, _Macro

China Luxury (Quarterly)

Luxury Goods, LVMH, Macro, _China, _Macro

China and US Athletic Brands (Quarterly)

ADDYY, Athletic Brands, Consumer Goods, NKE, Puma, _China, _Macro

Brands for this Season and Next (Ad-Hoc)

Athletic Brands, Consumer Goods, Fast Fashion, _Retail

Buy Now Pay Later (Quarterly)

AFRM, Buy Now Pay Later, Financials, Klarna, SQ

BNPL and eCommerce Cross-Tabs (Ad-Hoc)

AFRM, AMZN, Buy Now Pay Later, eCommerce, Klarna, SQ

Beauty and Skincare (Ad-Hoc)

Back to School Survey (Ad-Hoc)

Back to School, Macro, _Macro, _Retail

Consumer Electronics Teens (Ad-Hoc)

AAPL, BBY, Consumer Electronics

Social Media US Teens (Ad-Hoc)

Social Media US, Privacy Notifications (Ad-Hoc)

AAPL, AMZN, FB, GOOG, SNAP, Social Media, TikTok, TWTR

Streaming Video Competitors Deep Dive (Ad-Hoc)

Video Games Japan and UK (Ad-Hoc)

Video Games, US Teens (Ad-Hoc)

Video Games, Battle Royale (Ad-Hoc)

Streaming Video, Japan (Quarterly)

SMB Restaurant Owners and Kitchen Equipment Capex (Ad-Hoc)

ECL, Kitchen Equipment Capex, SMB, SYY, _SMB

SMB Restaurant Owners and Food Delivery (Ad-Hoc)

DASH, Food Delivery, GRUB, Postmates, SMB, UBER, _SMB

SMB Enterprise Recruiting (Ad-Hoc)

Enterprise Recruiting, SMB, _SMB

SMB Enterprise Cloud (Ad-Hoc)

AMZN, Enterprise Cloud, GOOG, MSFT, SMB, _SMB

SMB eCommerce (Ad-Hoc)

eCommerce, SHOP, SMB, SQSP, WIX, _SMB

Research By Sector

Bespoke – Department Stores and Clothing Retail Vol 28

BURL, Department Stores, KSS, M

Bespoke – Low Cost Retail Vol 27 (TGT, WMT, AMZN, etc)

Bespoke – Sports Gambling Vol 4

DKNG, PENN, Sports Gambling

Bespoke – Sporting Goods Retail Vol 4 (DKS, ASO, FL, etc)

ASO, DKS, FL, Sporting Goods

Bespoke – Inflation Expectations and Impacts, Vol 3

Bespoke – Mobile Payments and Crypto Vol 16

Chime, COIN, HOOD, Mobile Payments, PYPL, SQ

Bespoke – Macro KPIs By Income

Big Box Retail, Department Stores

Bespoke – Retail Activity Cross-Tabs (Income and Gas Prices)

Bespoke – China eCommerce Vol 29

eCommerce, _China

Bespoke – China Macro, Food Delivery, Autos, Covid, etc

Macro, Macro, _China, _Macro

Bespoke – UK Macro and Covid Update (July 2022)

Macro, Macro, _Macro, _UK

Bespoke – Fitness Vol 23 (PTON, PLNT, etc)

Bespoke – Audio Vol 24 (SPOT, AAPL, SIRI, etc)

AAPL, AMZN, AMZN, Audio, SIRI, SPOT

Bespoke – Online Personal Styling Vol 8 (SFIX)

Bespoke – Food Delivery US Vol 24 (DASH, UBER, GRUB, etc)

Bespoke – UK Food Delivery Vol 17

DASH, Food Delivery, UBER

Bespoke – AAPL Domestic Vol 38

Bespoke – EV’s Vol 7 (TSLA, RIVN, etc)

Electric Vehicles, RIVN, TSLA

Bespoke – Monthly US Macro (July 2022)

Bespoke – Streaming Players Vol 7 (ROKU, etc)

AMZN, AMZN, ROKU, Streaming Players

Bespoke – BNPL Vol 6

Bespoke – Online Retailers Vol 38 (AMZN, W, ETSY, etc)

AMZN, AMZN, eCommerce, ETSY, W, WMT

Bespoke – Social Media Ad Execs Vol 18 (FB, AMZN, GOOG, TWTR, SNAP, PINS, etc)

AMZN, AMZN, FB, GOOG, PINS, SNAP, Social Media, TWTR

Bespoke – Social Media Consumers Vol 36 (FB, SNAP, TWTR, PINS, GOOG, etc)

Bespoke – Coffee Vol 20 (SBUX, DNKN, MCD)

Bespoke – Streaming Video Domestic Vol 37 (NFLX, DIS, AAPL, AMZN, etc)

AAPL, AMZN, AMZN, CMCSA, DIS, NFLX, Streaming Video

Bespoke – Streaming Video India Vol 12 (NFLX, DIS, etc)

AAPL, AMZN, CMCSA, DIS, NFLX, Streaming Video

Bespoke – AMZN Prime and Food Delivery Update

AMZN, Food Delivery, GRUB, JE, UBER

Bespoke – RBLX Deep Dive Survey, Vol 2

RBLX, Video Games

Bespoke – Social Media Teens (Volume 2)

Bespoke – Teens Streaming Video and Audio (Vol 2)

Audio, CMCSA, DIS, NFLX, SIRI, SPOT, Streaming Video

Bespoke – CVNA Survey, AZ and GA vs. ROC

Bespoke – Monthly Consumer Cross-Tabs and Commentary

Bespoke – Consumer Behavior and Travel Update (May 22)

EXPE, Travel

Bespoke – US Consumer Monthly Update (May 22)

Bespoke – CVNA Custom Survey (May 2022)

Consumer Goods, eCommerce

Bespoke – Cable TV Providers NPS and Age and Income of Customers

CMCSA, GOOG, Streaming Video, T

Bespoke – Olaplex NPS and Word CLoud

Bespoke – Netflix Ad-Supported Tier Survey (Domestic)

Bespoke – AMZN vs. CHWY Pricing Analysis (Summary Charts)

AMZN, CHWY, eCommerce

Bespoke – AMZN vs. Wayfair Pricing Analysis (Summary Charts)

AMZN, eCommerce, W

Bespoke – Pet Retailers Vol 16

AMZN, CHWY, Pet Retail, PETS

Bespoke – Meat Alternatives Vol 13

Bespoke – Milk Alternatives Vol 4

Bespoke – Mobile Payments, Crypto, and Financial Products Vol 14

Chime, COIN, Mobile Payments, PYPL, SQ

Bespoke – Department Stores Vol 27

Department Stores, M, _Retail

Bespoke – Big Box Retailers Vol 26

Bespoke – Furniture and Mattresses Vol 24

CSPR, Furniture, Home Furnishings, Mattresses, MFRM, PRPL, RH

Bespoke – Audio Vol 23 (SPOT, SIRI, YouTube, AAPL, etc)

AAPL, AMZN, AMZN, Audio, GOOG, SIRI, SPOT

Bespoke – Fitness Vol 22 (PTON, PLNT)

Bespoke – NFLX Account Sharing Surcharge Survey (May 2022)

Bespoke – India Grocery and eCommerce Vol 11

AMZN, eCommerce

Bespoke – China eCommerce Vol 28

Bespoke – Social Media Consumers Vol 35

Bespoke – UK Food Delivery Vol 16

Food Delivery, JE, _UK

Bespoke – Food Delivery Vol 23

Bespoke – Consumer Electronics Domestic Vol 37

Bespoke – DPZ and Pizza Vol 11

Casual Dining, DPZ, PZZA, YUM, YUM

Bespoke – Online Personal Styling Vol 7

Bespoke – Consumer Electronics China Vol 28

Bespoke – BNPL Vol 5

Bespoke – Online Retailers Vol 37

AMZN, ETSY, Online Grocery, W

Bespoke – Social Media Ad Execs Vol 17

Bespoke – HR Recruiting Survey

Enterprise Recruiting

Bespoke – Streaming Video Domestic Vol 36

AAPL, AMZN, AMZN, CMCSA, DIS, NFLX, Streaming Video

Bespoke – Consumer Spending and Travel

ABNB, EXPE, GOOG, Travel

Bespoke – Monthly Covid and Macro (March 22)

Bespoke – NFLX Account Sharing Data Analysis

Bespoke – FB vs. TikTok Quant and Qual Analysis

Internet Subscriptions – Pricing Power, LTV, CSAT

AMZN, AMZN, Audio, BMBL, COST, DASH, DIS, eCommerce, Food Delivery, Grocery, Instacart, LYFT, Meal Kits, MTCH, NFLX, NYT, Online Dating, Online Grocery, PTON, SIRI, SPOT, Streaming Video, UBER

Bespoke – Online Grocery Update (Feb 22)

AMZN, APRN, Hello Fresh, Instacart, Online Grocery, TGT, WMT

Bespoke – Sports Gambling Vol 2

DKNG, Fanduel, PENN, Sports Gambling

Bespoke – Video Gamers Vol 26

ATVI, GME, MSFT, NTDOY, SNE, Video Games

Bespoke – Sporting Goods Vol 3

ASO, DKS, NKE, Sporting Goods, YETI

Bespoke – Super Bowl Gambling Survey

DKNG, Sports Gambling

Bespoke – Monthly Macro and Covid

Macro – Inflation Expectations (Feb 22)

Mobile Payments – User Base Crossover

Chime, HOOD, Mobile Payments, PYPL, SQ, Venmo, Zelle

Bespoke – Mobile Payments Vol 14

Chime, Cryptocurrency, HOOD, Mobile Payments, NRDS, PYPL, SQ, Venmo, Zelle, _Crypto

Bespoke – Milk Alternatives Vol 3

Bespoke – Low Cost Retailers Vol 25

AMZN, AMZN, Big Box Retail, COST, TGT, WMT

Bespoke – BOPIS Vol 1

Big Box Retail, Macro, Macro, _Macro, _Retail

Bespoke – UK Macro and Covid Vol 24

Covid, Macro, Macro, _Macro, _UK

India – Covid and Macro

Covid, India, Macro, Macro, _India, _Macro

Bespoke – Footwear Vol 23

ADDYY, AMZN, Athletic Brands, CROX, FL, Footwear, GPS, LULU, NKE, SKX, UA, VFC

Bespoke – Online Realtors Vol 12

Offerpad, Online Real Estate, OPEN, ZG

China – eCommerce (PDD, JD, BABA, etc)

Macro – Birth Rates By Country

Bespoke – Streaming Players Vol 5

AAPL, AMZN, ROKU, Streaming Players

Bespoke – BNPL Vol 3

AFRM, Afterpay, Financials, Klarna, Mobile Payments

US Consumer Macro Inflections and Covid

Covid, Cryptocurrency, Macro, Macro, _Crypto, _Macro

Streaming Video Domestic Vol 35

Social Media Consumers Vol 34

Social Media Ad Execs Vol 16

AMZN, AMZN, FB, GOOG, PINS, SNAP, Social Media, TikTok, TWTR, YELP

Online Retailers Vol 36

AMZN, AMZN, eCommerce, ETSY, OSTK, TGT, W, WISH, WMT

Online Personal Styling (SFIX) Vol 6

DPZ and Pizza Quarterly Survey Vol 10

Casual Dining, DPZ

Crocs Vol 3 (Hey Dude Deep Dive)

CROX, Footwear

Consumer Electronics Domestic

AAPL, AMZN, BBY, BBY, Consumer Electronics

Coffee Vol 18 (SBUX, DNKN, MCD)

Student Loans – Delayed Payments Survey

December Updates

Covid, Cryptocurrency, Macro, Macro, _Crypto, _Macro

eCommerce, US (Quarterly)

AMZN, EBAY, eCommerce, ETSY, OSTK, W, WISH

Consumer Electronics China (Quarterly)

AAPL, Consumer Electronics, Huawei, OnePlus, Oppo, Samsung, Vivo, Xiaomi, ZTE

Consumer Electronics Domestic (Quarterly)

AAPL, AMZN, BBY, Consumer Electronics, Samsung

Streaming Video Platform Cross-Over and Monthly Updates

AAPL, DIS, NFLX, Streaming Video, T

Financial Products, Crypto, and Mobile Payments (Quarterly)

COIN, Cryptocurrency, Financials, HOOD, Mobile Payments, PYPL, SQ, _Crypto

Streaming Video India (Quarterly)

Streaming Video US (Quarterly)

AAPL, AMZN, CMCSA, DIS, NFLX, Streaming Video, T, VIAC

Social Media | Average Age and Platform Cross-Over

Average Age and Platform Cross-Over, FB, PINS, SNAP, Social Media, TikTok, TWTR

Second Hand Fashion (Ad-Hoc)

Consumer Goods, FTCH, POSH, REAL, Second Hand Fashion, TDUP

Prop 22 Consumer Survey, California (Ad-Hoc)

DASH, Food Delivery, GRUB, Instacart, LYFT, Postmates, Ride Sharing, UBER

Movie Theaters (Ad-Hoc)

AMC, DIS, Movie Theaters, NFLX, Streaming Video

Retail Traders and WSB Cross-Tabs (Ad-Hoc)

HOOD, Retail Traders

Contact Lenses and Glasses (Ad-Hoc)

ALC, Contact Lenses and Glasses, COO, EYE, JNJ, WRBY

Consumer Goods, Yeti Deep Dive (Ad-Hoc)

Consumer Goods, YETI

Casual Dining (Quarterly)

BWLD, Casual Dining, CMG, DIN, DPZ, EAT, MCD, PLKI, QSR, SBUX, WEN, WING, YUM, YUM

Bitcoin and Platforms Deep-Dive (Ad-Hoc)

COIN, Cryptocurrency, HOOD, _Crypto

Work From Home, Return to Work (Ad-Hoc)

Employment, Macro, _Macro

Women’s Clothing, VSCO Deep Dive (Ad-Hoc)

Consumer Goods, Lingerie, VSCO

Video Games US (Quarterly)

AMZN, BBY, Fortnite, GME, MSFT, NTDOY, SE, SNE, Video Games

UK Retail/Consumer (Quarterly)

Consumer Goods, UK Retail, _UK

UK Macro and Covid (Quarterly)

Covid, Macro, _Macro, _UK

Streaming Players (Quarterly)

AAPL, AMZN, ROKU, Streaming Players, Streaming Video

Squid Game in Context (Ad-Hoc)

Sports Gambling Update (Monthly)

Sporting Goods Retail (Quarterly)

ASO, DKS, FL, NKE, Sporting Goods

Social Media Consumers, US (Quarterly)

FB, GOOG, PINS, RBLX, SNAP, Social Media, TikTok, TWTR

Social Media Ad Execs (Quarterly)

Fast Fashion, Shein Focus (Quarterly)

Consumer Goods, Fast Fashion, Shein

Online Personal Styling, SFIX Deep Dive (Quarterly)

Prop 22 Feedback By State (Ad-Hoc)

DASH, Food Delivery, GRUB, Instacart, Postmates, Ride Sharing, UBER

Online Real Estate (Quarterly)

Online Real Estate, OPAD, OPEN, RDFN, ZG

Online Pharmacy and Telehealth (Ad-Hoc)

AMZN, Capsule, GDRX, Online Pharmacy and Telehealth, TDOC

Online Dating, Female Deep Dive (Ad-Hoc)

BMBL, IAC, MTCH, Online Dating, Tagged

Netflix and Video Games Cross-Tabs (Ad-Hoc)

MTN, Ski Resort Operators

Ski Resort Operators, MTN Deep Dive (Ad-Hoc)

Plant Based Meat Alternatives (Quarterly)

US Macro and Covid By Income (Ad-Hoc)

Covid, Macro, _Macro

Jewelry, US Females Survey (Ad-Hoc)

Jewelry, LVMH, PNDRA, SIG, TIF

Inflation Awareness and Expectations Deep Dive (Quarterly)

Macro, _Macro

India Online Grocery and eCommerce (Quarterly)

eCommerce, Online Grocery, _India, _Macro

India Macro and Covid (Quarterly)

Covid, Macro, _India, _Macro

Holiday Shopping Preview (Ad-Hoc)

Holiday Shopping, _Macro

Grocery Delivery, Grocers, and Meal Kits (Monthly)

AMZN, APRN, Grocery, Hello Fresh, Instacart, KR, Meal Kits, Online Grocery, WFM, WMT

Footwear (Quarterly)

ADDYY, BIRD, Consumer Goods, FL, Footwear, GPS, LULU, NKE, SKX, UA, VFC

FIGS Deep Dive Report (Ad-Hoc)

Consumer Goods, FIGS, Medical Apparel

Electric Vehicles and Trucks Deep Dive (Quarterly)

Autos, Electric Vehicles, RIVN, TSLA

Sports Gambling Follow-up Survey (Ad-Hoc)

Beauty and Skincare, Consumer Goods, ULTA

Department Stores (Quarterly)

BURL, Department Stores, JWN, KSS, M, TJX

Grocery Delivery, Meal Kits, and Food Delivery Deep Dive (Ad-Hoc)

AMZN, APRN, DASH, Food Delivery, Grocery, Hello Fresh, Instacart, KR, Online Grocery, UBER, WFM, WMT

Chipotle Deep Dive (Quarterly)

Casual Dining, CMG

China Macro and Covid (Quarterly)

Covid, Macro, _China, _Macro

China Luxury (Quarterly)

Luxury Goods, LVMH, Macro, _China, _Macro

China and US Athletic Brands (Quarterly)

ADDYY, Athletic Brands, Consumer Goods, NKE, Puma, _China, _Macro

Brands for this Season and Next (Ad-Hoc)

Athletic Brands, Consumer Goods, Fast Fashion, _Retail

Buy Now Pay Later (Quarterly)

AFRM, Buy Now Pay Later, Financials, Klarna, SQ

BNPL and eCommerce Cross-Tabs (Ad-Hoc)

AFRM, AMZN, Buy Now Pay Later, eCommerce, Klarna, SQ

Beauty and Skincare (Ad-Hoc)

Back to School Survey (Ad-Hoc)

Back to School, Macro, _Macro, _Retail

Consumer Electronics Teens (Ad-Hoc)

AAPL, BBY, Consumer Electronics

Social Media US Teens (Ad-Hoc)

Social Media US, Privacy Notifications (Ad-Hoc)

AAPL, AMZN, FB, GOOG, SNAP, Social Media, TikTok, TWTR

Streaming Video Competitors Deep Dive (Ad-Hoc)

Video Games Japan and UK (Ad-Hoc)

Video Games, US Teens (Ad-Hoc)

Video Games, Battle Royale (Ad-Hoc)

Streaming Video, Japan (Quarterly)

SMB Restaurant Owners and Kitchen Equipment Capex (Ad-Hoc)

ECL, Kitchen Equipment Capex, SMB, SYY, _SMB

SMB Restaurant Owners and Food Delivery (Ad-Hoc)

DASH, Food Delivery, GRUB, Postmates, SMB, UBER, _SMB

SMB Enterprise Recruiting (Ad-Hoc)

Enterprise Recruiting, SMB, _SMB

SMB Enterprise Cloud (Ad-Hoc)

AMZN, Enterprise Cloud, GOOG, MSFT, SMB, _SMB

SMB eCommerce (Ad-Hoc)

eCommerce, SHOP, SMB, SQSP, WIX, _SMB

Vault Custom Surveys

NFLX Account Sharing Surcharge Survey

by Bespoke Intel | May 20, 2022 | The Vault

Tickers: $NFLX, $DIS Sectors: Streaming Video

B2B Self Storage, WFH, Business Demand Survey

by Bespoke Intel | Apr 23, 2022 | The Vault

Tickers: $MACRO Companies: Macro Sectors: Macro

(SAAS and Business Services) IT Decision Maker Survey

by Bespoke Intel | Apr 19, 2022 | The Vault

Tickers: $AMZN, $MSFT, $CRM, $ZM Companies: Amazon AWS, Microsoft Azure, Docusign, Quickbooks, Salesforce, Service Now, Zoom, Microsoft Teams, Squarespace, Adobe, DigitalOcean, GoDaddy, Monday.com, Freshdesk, Canva, Slack, Mailchimp, Zendesk, Upwork, Wix, Hubspot,...

(ETSY) Sellers Survey | New Coverage

by Bespoke Intel | Apr 19, 2022 | The Vault

Tickers: $ETSY, $AMZN, $EBAY Companies: Etsy, Amazon, Ebay Sectors: Online Retail

PTON: 10,000N Survey (Wave 5)

by Bespoke Intel | Apr 15, 2022 | The Vault

Tickers: $PTON, $PLNT Sector: Fitness

HR Recruiting, Freelance Marketplaces – HR Visibility Survey

by Bespoke Intel | Apr 14, 2022 | The Vault

Tickers: $MSFT, $GOOG, $META Companies: Indeed, LinkedIn, ZipRecruiter, Google, Glassdoor, Monster.com, Fiverr Sectors: HR Recruiting

Bespoke – Peloton Deep Dive Wave 5

by Bespoke Intel | Apr 7, 2022 | The Vault

Tickers: $PTON, $PLNT Companies: Peloton, Planet Fitness Sectors: Fitness

Solar Panels and EV’s Interest

by Bespoke Intel | Mar 22, 2022 | The Vault

Tickers: $TSLA, $FSLR Companies: Tesla, First Solar Sectors: Solar, Electric Vehicles

NFLX Account Sharing Data Analysis

by Bespoke Intel | Mar 18, 2022 | The Vault

Tickers: $NFLX, $DIS Companies: Netflix, Disney Sectors: Streaming Video

FB vs. TikTok Minutes Per Day Project

by Bespoke Intel | Mar 16, 2022 | The Vault

Tickers: $META, $FB Companies: Facebook, TikTok Sectors: Social Media

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Report Feed

(M, KSS, BURL, TJX, AMZN, Shein, FTCH, etc) Department Stores and Clothing Vol 28

by Bespoke Intel | Aug 9, 2022 | Research Posts

Passing along the 28th volume of our work on department stores and clothing retailers. Please let us know if you have any questions about the deck. Open Report:Bespoke - Department Stores and Clothing Retailers Vol 28 Key Takeaways and Charts:

(TGT, WMT, Dollar Stores) Low Cost Retailers Vol 27

by Bespoke Intel | Aug 9, 2022 | Research Posts

Passing along the 27th volume of our work on low cost retailers. Please let us know if you have any questions about the report. Open Report:Bespoke - Low Cost Retailers Vol 27 (TGT, WMT, Dollar Stores) Key Takeaways and Charts:

(DKNG) Sports Gambling Vol 4

by Bespoke Intel | Aug 8, 2022 | Research Posts

Passing along the 4th volume of our survey work on sports gambling. Please let us know if you have any questions about the report. Open Report:Bespoke - Sports Gambling Vol 4 Key Charts:

(WEBR, COOK) BBQ Grills Vol 3

by Bespoke Intel | Aug 8, 2022 | Research Posts

Passing along the third volume of our survey work focused on BBQ grills. Please let us know if you have any questions about the deck. Open Report:Bespoke - BBQ Grills Vol 3 Key Takeaways and Charts:

(DKS, ASO, NKE, FL) Sporting Goods Retail Vol 4 | Importance of Pricing Increasing

by Bespoke Intel | Aug 8, 2022 | Research Posts

Passing along the 4th volume of our work on sporting goods retailers. Please let us know if you have any questions about the deck. Open Report:Bespoke - Sporting Goods Retail Vol 4 Key Takeaways and Charts:

(SQ, PYPL, Chime, Venmo, Crypto, etc) Mobile Payments and Financial Products Vol 16

by Bespoke Intel | Aug 5, 2022 | Research Posts

Passing along the 16th volume of our work on mobile payments apps and crypto/investments with a deep dive on Cash App and BNPL. Open Report:Bespoke - Mobile Payments and Crypto Vol 16 Key Takeaways and Charts:

(BBWI) Deep Dive Survey | New Coverage

by Bespoke Intel | Aug 5, 2022 | Research Posts

Passing along a report from a new survey we added this quarter designed to focus on BBWI. If you have any thoughts / suggestions for questions we should add to the next wave of this survey, please let us know! Open Report:Bespoke - BBWI Deep Dive Vol 1

(Macro) Inflation Expectations and Impacts Survey

by Bespoke Intel | Aug 5, 2022 | Research Posts

Passing along an updated read for a set of questions we ask consumers periodically about inflation (since October of 2021). Please let us know if you have any questions about the slides. Open Report:Bespoke - Inflation Expectations, With Cross-Tabs Other Related...

(W, AMZN) Identical Item Pricing Analysis, August Update

by Bespoke Intel | Aug 2, 2022 | Research Posts

Passing along an update from our ongoing pricing analysis of identical items found on both Amazon and Wayfair. Each quarter we visually match identical items on both Amazon and Wayfair and record the price for each. Whenever an item is removed from either Amazon or...

(Macro) Income Cross-Tabs | Spending, Inflation, Employment, Sentiment, etc.

by Bespoke Intel | Aug 2, 2022 | Research Posts

Passing along some cross-tab analysis that we wrapped up today on our macro KPIs by income level. Open Report:Bespoke - US Monthly Macro Data By Income Level Key Charts:

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