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Research Feed
(UBER, GRUB, DoorDash) Restaurant Owners and GMs Feedback
Passing along results to our survey of 175 restaurant owners and general managers to scope their usage of / sentiment toward third party food delivery apps. Please let us know if you have any questions about the report. Open Report:Bespoke - Restaurants and Third...
Restaurant Owners Report | Kitchen Equipment Capex, Business Expectations and Re-Opening Plans
Passing along results to our survey of 175 restaurant owners and general managers. Our goal was to scope restaurant kitchen equipment spend plans, business expectations, re-opening plans, and re-hiring expectations. Please let us know if you have any questions about...
(CHWY, AMZN) Pet Retailers Vol 8
Passing along the 8th volume of our work on Pet Retail. Please let us know if you have any questions. Open Report:Bespoke - Pet Retail Vol 8 Key Takeaways: Feedback related to pet spend overall is net positive/increased but worsened relative to prior volumes for most...
(PYPL, SQ, Zelle, Venmo) Mobile Payments Vol 7
Passing along the 7th volume of our work on mobile payments. Please let us know if you have any questions. Open Report:Bespoke - Mobile Payments Vol 7 Key Takeaways: Respondents who use mobile payments apps are more likely to be “underbanked” relative to those who do...
(ZG, RDFN) Online Real Estate and iBuying Vol 5
Passing along the 5th volume of our work on online real estate and iBuying. Please let us know if you have any questions. Open Report:Bespoke - Online Real Estate and iBuying Vol 5 Key Takeaways: Respondents who are currently in the market (to buy or sell a home) are...
(LYV, Cruises and Travel, Online Dating, TSLA and Online Auto Info Sites) Monthly Updates
Passing along a series of short monthly updates. Please let us know if you have any questions about the reports. Open Reports: Bespoke - Auto Info Sites and Tesla DemandAuto info site usage has been increasing.Auto purchase intentions (in the next 6 months) are...
(BYND, Impossible) Plant Based Meat Alternatives Vol 5
Passing along the 5th volume of our work focused on plant-based meat alternatives. Open Report:Bespoke - Plant Based Meat Alternatives Key Takeaways: The percentage of people who consume plant based meat alternatives has increased gradually. Awareness is up.The...
(PG, KO, MNST) CPGs, Soda, and Energy Drinks Vol 8 | Big Changes in Consumer Behavior
Passing along the 8th volume of our work on personal care and household items. Unsurprisingly, there are some significant shifts going on in consumer behavior related to stocking up on food/personal care items and on their attention to cleanliness and hygiene. Open...
(SPOT, SIRI, P, AAPL) Streaming Music and Satellite Radio Vol 15
Passing along the 15th volume of our work on streaming music and satellite radio. Also re-flagging our note from March specifically on SPOT trends. Open Report:Bespoke - Streaming Music and Satellite Radio Vol 15 Re-Flag:SPOT Trends Outlined Key Takeaways: The...
(RH, W, WSM) Furniture Vol 16 | Remodel Repair Intentions Charge Higher, W Continues to Gain
Passing along the 16th volume of our work on furniture. Open Report:Bespoke - Home Furnishings Vol 16 ICYMI:Recent Reseach on Wayfair Key Takeaways: Recent renovation/remodeling activity and expected renovation/remodeling in the next few months are at all time highs...
