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Research Feed
(BYND, Impossible) Meat Alternatives Vol 17
Key Takeaways: 1.Over the history of our survey, consumer interest in plant-based meat alternatives has declined as awareness has gone up. The most notable increase is among respondents who “tried it once, but not again since.” 2.Consumer expectations of how often...
(SQ, AAPL, COIN, HOOD, NRDS) Mobile Payments, Cash App, Crypto, and Investments, Vol 20
Key Takeaways: 1.Consumer usage of cash to spend or transfer money has declined in recent quarters. Mobile payments has increased over the history of our survey. Credit cards remains the most frequently used option. 2.Mobile payments are viewed as the most significant...
CPGs, Beer, Hard Seltzer, Vol 21
Key Takeaways: 1.Consumers tend to buy household and personal items more often in-stores despite online making some gains over time and since the pandemic. 2.The price of CPG products has become much more important to consumers of late. 3.Respondents have been...
(BBWI) Bath and Body Works Deep Dive, Vol 5
Key Takeaways: 1.Bath and Body has very strong unaided awareness across multiple categories (Fragranced Body Care, Hand Soaps and Sanitizers). They also get mentioned quite a bit for Candles and for Air Fresheners, but there is more competition in those product...
Bespoke – TikTok eCommerce Survey
Key Takeaways: 1.Respondents who are familiar with Temu and Shein are most likely to have heard about these platforms for the first time on Facebook. After Facebook, a lot of respondents said they heard about it from friends, online in general, or on TikTok....
Sunday Roundup (8.13.23)
Reports From Last Week: Bespoke-Low-Cost-Retailers-Vol-31-WMT-TGT-COST-Dollar-Stores-etc Bespoke-Department-Stores-and-Clothing-Retailers-Vol-32 Bespoke-ABNB-Vol-4 Bespoke-Theme-Parks-Vol-3-SIX-SEAS-DIS-etc Bespoke-Sporting-Goods-Retail-Vol-8-DKS-ASO-FL-AMZN-etc...
UK Retail and Macro, Vol 30
Full Report: Bespoke-UK-Retail-and-Macro-Vol-30Download
(GOOG, MSFT) Search and Social, Vol 4
Key Takeaways: 1.ChatGPT awareness has increased over time, but in both our quarterly survey and our monthly tracker, the rate at which adoption has increased slowed a bit sequentially. 2.Among those who have tried ChatGPT, NPS has declined sequentially from February...
China eCommerce (BABA, PDD, JD)
Full Report: Bespoke-China-eCommerce-Vol-32Download
Inflation Expectations
Key Takeaways: 1.Consumer expectations around inflation have cooled sequentially, but they remain more likely to expect increases than decreases.2.Younger age cohorts are more likely to have conflicting views on inflation (they are more likely to expect significant...