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Key Takeaways: CHIPOTLE DEMAND TRENDS The share of consumers who self-report eating Chipotle regularly or occasionally has declined q/q. CMG Demand Drivers Taste and food quality remain the top reasons why consumers frequent Chipotle. Ordering MIX In store (in person)...

Key Takeaways: Awareness of the availability of Domino’s on Uber Eats has declined q/q.Domino’s customers continue to show a preference for ordering through the Domino’s app vs. Uber Eats. The share who prefer Uber Eats has actually declined somewhat relative to our...

Key Takeaways: COFFEE DRINKING FREQUENCY Coffee drinking frequency is tracking generally flat over the last few quarters.COFFEE MIX Hot coffee continues to be favored by consumers. We have seen a slight dip in iced coffee(though its popularity has increased over...

Excel Download: Bespoke_Casual-Dining-Raw-Tracker-Data-January-2024-1Download

Key Takeaways: The share of consumers who have used BNPL options has increased q/q (at series highs). Delinquency rates on BNPL have improved slightly with over 85% saying they are not behind on any payments. Consumers continue to note that they would increase their...

Key Takeaways: Social media usage frequency has strengthened recently (and over time) with readings hitting a new high. The share who have downloaded Threads has continued to decline since we started asking the question in July 2023. Satisfaction among those who have...

Key Takeaways: Temu awareness and the share of consumers who shop the platform increased sequentially continuing a trend of relatively consistent growth observed by our survey over the past year. Some of the engagement and sentiment metrics that we track on Temu are...

Key Takeaways: Consumers self-report more discretionary spending confidence compared to our last wave in October of 2023. Feedback is still softer than series highs, but improved q/q. Taking a step back, the broader trends we have observed in this survey include a...

Video Recap (15 Min Webinar Recording) Watch Recorded Replay (15 min) Passcode: jGqg3uC# Roundup and Schedule: Reports From Last Week: (SN) SharkNinka and Peers | New Coverage (PTON, PLTN) Fitness | Vol 29 (ROKU, AAPL, AMZN) Streaming Players | Vol 13 (TSLA, RIVN,...

Key Takeaways: Consumers who use AI chatbots describe a range of different activities that they use them for (a smattering of information, asking questions, entertainment/if they are bored, work or school related help, etc. Based on our reading of fill-in responses,...