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
(AAPL) Consumer Electronics China, Vol 33
Key Takeaways: 1.iPhone share took a small step back q/q, but on a longer-term trend it has increased steadily since late 2020. As of now, Apple leads Android in our trackers.2.Smartphone refresh cycles are stretching out sequentially.3.The fact that it is expensive...
Search and AI Chatbots Survey, Monthly Update (July 2023)
Key Takeaways: Google remains the most popular search engine in our survey Awareness of AI chatbots continues to increase sequentially. The share who use AI chatbots has increased m/m. Full Report: Bespoke-Search-and-AI-July-2023Download
Consumer Banking Survey
Key Takeaways: 1.The largest amount of money that consumers have sitting in checking/savings account within ONE individual bank has nudged lower sequentially since we started this survey in March of 2023. 2.The share of consumers who said they have changed banking...
Student Loans Survey
Key Takeaways: 1.A relatively large portion of those with student loan debt say they haven’t made payments since the date of the student loan debt pause. 2.34% of respondents who paused their federal loan payments were spending more on discretionary items because of...
(PFE, MRNA, JNJ, CVS, RAD, WBA) Covid and Flu Shots Survey
Key Takeaways: 1.Over the 9 months we have been running this survey, the demand trend for the Covid vaccine has been in decline. 2.From June to July, the percentage of respondents who plan to get a Covid shot in the next three months ticked up slightly. We would note,...
Reports From Last Week: 7.28.23
Reports From Last Week: Download Below Bespoke-Audio-Vol-28-SPOT-SIRI-AAPL-etc-4 Bespoke-Social-Media-Advertising-Vol-22-3 Bespoke-Online-Retailers-Vol-42-AMZN-ETSY-W-EBAY-etc-2 Bespoke-Food-Delivery-Apps-Vol-28-DASH-UBER-etc-2 Bespoke-TEMU-Deep-Dive-Vol-3-2...
(AAPL, GOOG) Consumer Electronics US, Vol 42
Key Takeaways: 1.Respondents with interest in the upcoming Apple Vision Pro product over-index as higher income, younger, and male. 2.In recent quarters, smartphone owners have been increasingly likely to say they get a new phone every 2 years (every year declined...
(PTON, PLNT) Fitness Survey, Vol 27
Key Takeaways 1.Of all the fitness brands tested, Peloton is the most likely to be viewed as “more for wealthy consumers” as opposed to “accessible for all” (among those who are aware of each of the brands we asked about). 2.There is a significant divergence in how...
Streaming Players Survey, Vol 11 (ROKU)
Key Takeaways: 1.Customers have a favorable opinion of the Roku channel. 2.A cohort of consumers are interested in a TV manufactured by Roku, especially those who are already a user of Roku OS (via a smart TV or a streaming player). 3.Among those who own a TCL TV, the...
BNPL Survey, Vol 10
Key Takeaways: 1.The share of consumers who have used BNPL has gradually increased over time. The same is true of the % of all respondents who say they would use BNPL services in the future. 2.Among those who have used BNPL services in the past 6 months, the share who...