RESEARCH PORTAL
Research By Ticker
- All
- AAPL
- ABNB
- ADDYY
- AFRM
- ALC
- AMC
- AMZN
- ASO
- BABA
- BBY
- BIRD
- BMBL
- BURL
- BYND
- Capsule
- CHWY
- CMCSA
- CMG
- COIN
- COO
- COST
- CPRI
- CROX
- CVNA
- DASH
- DIS
- DKNG
- DKS
- DPZ
- EBAY
- ECL
- ETSY
- EXPE
- EYE
- Fanduel
- FB
- FIGS
- FL
- Fortnite
- FTCH
- GDRX
- GME
- GOOG
- GPS
- GRUB
- HOOD
- Huawei
- IAC
- Impossible Foods
- India
- Instacart
- JD
- JE
- JNJ
- Klarna
- KO
- KSS
- LULU
- LVMH
- LYFT
- M
- MCD
- MSFT
- MTCH
- MTN
- NFLX
- NKE
- NTDOY
- NYT
- OPEN
- OTLY
- PDD
- PENN
- PETS
- PG
- PINS
- PLNT
- PNDRA
- POSH
- Postmates
- PRPL
- PTON
- Puma
- PYPL
- PZZA
- RBLX
- REAL
- RH
- RIVN
- ROKU
- SAM
- Samsung
- SBUX
- SE
- SFIX
- Shein
- SHOP
- SIG
- SIRI
- SKX
- SNAP
- SNE
- SPOT
- SQ
- SQSP
- SYY
- T
- Tagged
- TDOC
- TDUP
- TGT
- TIF
- TikTok
- TJX
- TPR
- TSLA
- TWTR
- UA
- UBER
- ULTA
- VRBO
- VSCO
- W
- WEBR
- WISH
- WIX
- WMT
- WOOF
- WRBY
- YETI
- YUM
- YUM
- ZG
- ZM
- _China
- _Crypto
- _India
- _Macro
- _SMB
- _UK
Research By Sector
- All
- Audio
- Autos
- Beauty and Skincare
- Big Box Retail
- Buy Now Pay Later
- Casual Dining
- Consumer Electronics
- Consumer Goods
- Contact Lenses and Glasses
- Cryptocurrency
- Department Stores
- eCommerce
- Electric Vehicles
- Employment
- Enterprise Cloud
- Enterprise Recruiting
- Fitness
- Food Delivery
- Footwear
- Furniture
- Grocery
- Handbags
- Jewelry
- Kitchen Equipment Capex
- Lingerie
- Macro
- Mattresses
- Meal Kits
- Meat Alternatives
- Medical Apparel
- Milk Alternatives
- Mobile Payments
- Movie Theaters
- Newspapers
- Online Autos
- Online Dating
- Online Grocery
- Online Personal Styling
- Online Pharmacy and Telehealth
- Online Real Estate
- Pet Retail
- Retail Traders
- Ride Sharing
- Second Hand Fashion
- Ski Resort Operators
- Social Media
- Sporting Goods
- Sports Gambling
- Streaming Players
- Streaming Video
- Travel
- UK Retail
- Video Calls
- Video Games
Buyside Stats
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Research Feed
(CSPR, TPX, MFRM) Mattresses Vol 16 | Online Gaining
Passing along the 16th volume of our work on mattresses and online mattresses. Some interesting shifts in the data in this one. Open Report:Bespoke - Online Mattresses Vol 16 Key Takeaways: Sentiment toward buying mattresses online surged higher sequentially.Mattress...
(FL, NKE, ADDYY, SKX, UA, AMZN, VFC, LULU) Footwear and Athletic Clothing Vol 16
Passing along the 16th volume of our work on footwear and athletic clothing. Open Report:Bespoke - Footwear and Athletic Clothing Key Takeaways: Footwear purchases pulled back q/q and y/y.Footwear purchase preference continues to shift online.Most of the data we...
(M, JCP, KSS, TJX) Department Stores Vol 19
Passing along the 19th volume of our work on department stores. Please let us know if you have any questions. Open Report:Bespoke - Department Stores Vol 19 Key Takeaways: Clothing purchases have been significantly impacted by coronavirus and stay-at-home...
(TGT, WMT, AMZN, Dollar Stores) Low Cost Retailers Vol 18
Passing along the 18th 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 18 Key Takeaways: The percentage of consumers who visited Wal-Mart and Target in-stores...
(PTON, PLNT) Fitness Vol 14
Passing along an updated volume of our work on fitness including a deep-dive on PTON. Please let us know if you have any questions about the report. Please note: we summarize the domestic data at the front, but we also have a few slides of feedback from the UK at the...
(FB, GOOG, TWTR, MSFT) Enterprise HR Recruiters Report
Passing along some new work we just completed focused on recruiters at businesses with 500+ employees, who work in HR, recruiting and hiring is part of their job, and they have visibility into spending and services used. Open Report:Bespoke - Enterprise HR Recruiting...
(Glasses, Contacts, Makeup) Covid Impacts and Usage Mix Shifts
Passing along some new analysis studying glasses and contact wearing mix. We also ask for comparison in the beginning of the survey if shaving, makeup wearing, clothes purchasing, etc, have been impacted for benchmark comparisons. Open Report:Bespoke - Glasses and...
(MSFT, AMZN, GOOG) Enterprise Cloud Computing Vol 1
Passing along results from a new survey we ran on respondents who a) work at companies with 500+ employees who b) work in IT/engineering department c) use cloud computing services and have visibility into usage. Open Report:Bespoke - Enterprise Cloud Computing Vol 1...
(Covid, US) April Update | Inflection Points Abound
Passing along an updated read on our US covid and macro trackers. Please let us know if you have any questions. Open Report:Bespoke - US Covid and Macro Tracker (April) ICYMI:Bespoke - China Covid and Macro Tracker Key Takeaways: US Covid Consumers grew more...
(NFLX, DIS) Video Content Map Volume 10 | Tiger King and Ozark Dominate
Each quarter we ask all consumers what their favorite thing is to watch on TV is at the moment, and then we ask Netflix subscribers separately to tell us what their favorite thing is to watch on Netflix at the moment. We analyze the fill-ins and make a note of which...
