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Research Feed
Bespoke – BNPL and Payments, Vol 11
Key Takeaways: 1.The percentage of consumers who have used BNPL options has been mostly unchanged over the past couple quarters (has increased since inception of this survey). 2.As the number of people who use BNPL has increased, a declining percentage have been...
Bespoke – Social Media Consumers, Vol 41 (META, SNAP, PINS, GOOG)
Key Takeaways: 1.Feedback around Threads worsened considerably q/q. 2.Broad consumer sentiment toward social media has improved in recent waves and self-reported social media usage sits right near series highs (which is increased relative to most historical readings)....
Bespoke – Temu Deep Dive, Vol 4
Key Takeaways: 1.Awareness of Temu has continued to increase with each wave we run. 2.The share who buy products on Temu often to very often has pulled back relative to three months ago. 3.Expectations for future usage have also pulled back, especially relative to...
Bespoke – Online Retailers, Vol 43 (AMZN, ETSY, W, Temu, WMT, TGT, etc)
Key Takeaways: 1.The financial condition of the average consumer has been worsening in the most recent history of our survey. Consumers report declines in savings and increases in their credit card debt. They also, on net, are more likely to report that it is getting...
Bespoke – Streaming Players, Vol 12 (ROKU)
Key Takeaways: 1.Roku channel watching frequency feedback is improved sequentially and sentiment is positive / improved in the second half of 2023 compared to the first half of the year. 2.The share of consumers who watching streaming video on their TV has been...
Bespoke – CMG, Vol 33
Key Takeaways: CHIPOTLE DEMAND TRENDS The share of consumers who eat Chipotle regularly or occasionally has been growing, though recent and expected visit frequency trends have softened a touch sequentially. Menu prices Consumers are seeing higher menu prices relative...
Bespoke – Coffee Vol 25 (SBUX, DNKN, MCD, BROS)
Key Takeaways: COFFEE DRINKING FREQUENCY Coffee drinking frequency stays generally consistent over time and has inched higher since the start of our tracking in 2017.COFFEE MIX Over the history of our survey, iced coffee and cold brew have gained in popularity with...
Casual Dining – Excel File (All Restaurants)
Download Excel File: Bespoke_Casual-Dining-Raw-Tracker-Data-October-2023Download Restaurants Covered Include: Texas RoadhouseBuffalo Wild WingsWingstopIHOPAppleby’sCracker BarrelCheese Cake FactoryOlive GardenLonghorn SteakhouseChick-fil-ACheddar’s Scratch...
Bespoke – Food Delivery US, Vol 29 (DASH, UBER, CART)
Key Takeaways: 1.DoorDash has been making gains on Uber Eats when we ask users of both which platform they would opt to use if they could only use one. 2.Consumers continue to view food delivery platforms as a luxury vs. a necessity. 3.Our tracker has been shifting...
Bespoke – EVs and Autos Vol 12 (TSLA, RIVN, LCID)
Key Takeaways: The share of respondents who have purchased or leased a vehicle in the past three months has been mostly holding steady. The share who are in the market now looking to purchase or lease a vehicle has softened slightly from levels three months ago. In...