Passing along the 22nd volume of our work on video gamers in the US. This report contains coverage of a myriad of different topics touching video gamers – worth a full flip through if you are focused on any components of the space.  Open Report:Bespoke – Video Gamers Vol 22Key Takeaways and Charts:

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Similar to the analysis we sent over this week on Wayfair, we found 125 identical items on Chewy and Amazon and compared pricing. 
Open Report:Bespoke: CHWY and AMZN Pricing Analysis*We include side-by-side images of all 125 items. Since the file is large, it may take a moment or two to load in the sharefile link.
ICYMI:Bespoke: W and AMZN Pricing Analysis
Key Takeaways:

• On identical items, Amazon and Chewy are mostly in-line with one another when it comes to pricing.
• When there is a difference in pricing, Chewy is more often the cheaper option.
• For reference, in similar analysis conducted on Wayfair, Amazon is more often cheaper on identical items (though the % of times Wayfair is cheaper has increased in recent months).

Key Charts: Pricing Analysis

Key Charts: Reflagging Survey Data

Passing along the fourth iteration of our pricing analysis work on identical items found on both Wayfair and Amazon. We try to keep the items consistent each wave, but whenever they are discontinued and no longer findable on a platform we swap it out for a new identical item that we can find. We also re-flag below our survey data from W customers to highlight their perceptions related to cross-shopping AMZN and other issues.
Open Reports:

• Bespoke – W and AMZN Identical Item Analysis and Images (Feb 21)
• Bespoke – W and AMZN Identical Item Raw Data (Feb 21)
• Bespoke – W and AMZN Survey Data (Jan 21)
• Bespoke – W and AMZN Historical Identical Item Images

Some notes and Key Charts:

• Amazon has consistently been cheaper than Wayfair on a higher percentage of identical items, but the trend we have observed over time is that the % that is cheaper on Wayfair has grown.
• The percentage that was cheaper on Wayfair surged higher in September relative to June, but has pulled back some q/q (as seen in first chart below).
• From our survey data – the % of Wayfair users who cross-shop Amazon has been gradually increasing and they have been increasingly likely over time to find identical items.
• From our survey data – AMZN has been consistently viewed as better for pricing.
• From our survey data – Wayfair has been consistently viewed as better for ability to visualize and selection of products, though the lead has softened a bit over the past ~10 months.

Identical Item Analysis:

From Survey Data:

Passing along the 8th volume of our work on plant based meat alternatives. Open Report:Bespoke – Plant Based Meat Alternatives Vol 8Key Takeaways and Charts:

Passing along the 10th volume of our work on mobile payments platforms. Please let us know if you have any questions.

Open Report:Bespoke – Mobile Payments Vol 10

ICYMI:

• Bespoke – Bitcoin Data Download
  
• Bespoke – Retail Traders Report

Key Takeaways and Charts:

Passing along an update on our work related to consumers and their attitudes / opinions toward purchasing used cars online. Please let us know if you have any questions about the report. 

Open Report:Bespoke – Auto Sites and Apps Deep Dive Update

ICYMI, for Reference:Bespoke – EVs Domestic

Key Takeaways and Charts:

Passing along the second volume of our home furnishings work with a specific focus on understanding the importance of coupons / BBBY’s initiative to reduce reliance on coupons and on measuring Covid related tailwinds and headwinds. 
Open Report:Bespoke – Home Furnishings Vol 2
For Reference:
Online Retailers Report, containing charts asking consumers to weight preferences around seeing/touching home furnishings items in stores vs. the convenience of buying online (slides 4-9).
Key Takeaways and Charts:

Passing along a handful of more quarterly report updates that we have ready this afternoon: Pet Retail, CPGs, Footwear, and Furniture.
Open Reports:Data Room Containing All Four Reports
Pet Retail: CHWY, AMZN, Competitors
Furniture: RH, W, WSM, CompetitorsCPGs: PG, KO, MNST, CompetitorsFootwear: FL, NKE, ADDYY, SKX, UA, AMZN, VFC

Passing along the 19th volume of our work on mattresses with specific attention paid to tracking trends around online mattresses and bed-in-a-box mattresses. 

Open Report:Bespoke – Mattresses Vol 19

Key Takeaways and Charts:

Passing along the 22nd volume of our work on department stores and clothing retail. Please let us know if you have any questions about the report. 

Open Report:Bespoke – Department Stores and Clothing Retail Vol 22

Key Takeaways and Charts: