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Research Feed
(NFLX) Quarterly Report Vol 29 | Contemplated Churn Down, Engagement Up, Tiger King and Ozark Huge Hits
Passing along updated results from our quarterly domestic survey work on NFLX. Next week we will have data ready from India, UK, and Japan (we added Disney+ questions to our India survey). Please let us know if you have any questions. Open Report: Bespoke - NFLX...
(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 advertising executives. There is some really interesting feedback on ad budgets overall, on the social media ad channel, and on AMZN. Please let us know if you have any questions. Open Report: Bespoke - Ad Execs Vol 9 Key...
(TMT, Retail) Average Age and Income of Users Tracked Over Time
Passing along some trackers of the average age and average income of user bases across tickers in TMT and retail/casual dining. Please let us know if you have any questions about the deck. We last ran this survey in mid-March (after concerns about covid heightened,...
(TMT, Retail) Average Age and Income of Users Tracked Over Time
Passing along some trackers of the average age and average income of user bases across tickers in TMT and retail/casual dining. Please let us know if you have any questions about the deck. We last ran this survey in mid-March (after concerns about covid heightened,...
(BABA, PDD, JD) China eCommerce Vol 20 | PDD Continues To Emerge
Passing along an update to our China ecommerce tracker. Please keep in mind this survey was completed in Mid-March. If you have any questions, please let us know. Open Report:Bespoke - China eCommerce Vol 20Key Takeaways: Online shopping feedback is mixed, with...
(Covid US) Full Breakdown, Macro Sentiment Shifts, Surge In Common Cold and Flu Complaints in December
Passing along a full macro and covid breakdown from our US monthly survey. We provide updates on the state of the consumer with 68 months of historical data preceding it to go along with a more detailed dissection of our Covid data.Open Report:Bespoke - US Covid Full...
(Covid China) Full Breakdown, Consumption Shifts and Macro Concerns Persist
Passing along the full update from our China survey, which we recently switched to a monthly frequency so that we could provide more regular updates. Open Report:Bespoke - China Monthly Update, March 2020This report asks a number of very specific questions about...
(GDDY) Godaddy Quick Deck
Passing along a handful of slides on Godaddy scoping mindshare (unaided), market share, and other services uses by Godaddy customers other than their domain. Open Slides:Bespoke - GDDY Quick Deck
(SNE, MSFT, NTDOY, GME, AMZN) Video Gamers Vol 18, Domestic | PS5 Out To Early Lead Over Xbox Series
Passing along the 18th volume of our work on video gamers. We added a number of new questions to provide forward looking data on the upcoming console refresh and also dug deeper this quarter on Nintendo Switch and Switch Lite trends.Open Report:Bespoke - Video Gamers...
(LYV, Stubhub) Live Events and Tickets Report
Open Report:Bespoke - Live Events and Tickets ReportKey Takeaways and Key Charts: Mindshare and Engagement – Two Horse Race, Concerts and Family Events Enjoying TailwindTicketmaster has a significant mindshare lead when it comes to buying tickets for live events...