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Key Takeaways: Awareness of Temu has increased very sharply over the three quarterly surveys that we have conducted between January and now. The share of consumers who have shopped Temu has increased each wave since January. NPS varies drastically by shopping...

KPIs and Key questions 1.Respondents are more likely to view food delivery apps as a luxury than they are to view grocery delivery as a luxury. The share who view food delivery apps as a luxury increased q/q. 2.Food delivery app users are more likely to self-report...

Tickers Covered: AMZN, ETSY, W, OSTK, EBAY, WISH, WMT, TGT Audience: 1,000+ US Consumers, Balanced to Census, Per Wave Key Takeaways: 1.Among those who have had a Prime subscription in the past, 11.8% found it difficult or very difficult to cancel. Additionally, only...

Audience: 100+ US Ad ExecutivesTickers Covered: META, SNAP, PINS, GOOG, AMZN, Twitter Key Takeaways: 1.Ad execs point to some level of interest in advertising on Threads when they offer advertising. They point out Twitter as the most likely platform to be negatively...

Key Takeaways: 1.Spotify Premium subs are generally not very surprised by today’s price increase. 2.No one likes price increases, but most Spotify Premium subs indicate that they will take the price increase in stride. 3.Among free Spotify account holders, most say...

Upcoming Reports: Student Loans SFIX US Food Delivery AAPL Audio (SPOT, SIRI) Online Retailers (AMZN, ETSY, W, Temu, etc) UK Food Delivery Reports Sent Out Last Week: Bespoke-EVs-and-Autos-Vol-11-1Download Bespoke-DPZ-Vol-16-2Download Bespoke-Coffee-Vol-24-1Download...

COFFEE DRINKING FREQUENCY Coffee drinking frequency has declined a bit q/q, but is generally in-line with the ranges we have observed historically. COFFEE MIX Consumers continue to prefer hot coffee over iced coffee/cold brew. Over the history of our time series, iced...

CHIPOTLE DEMAND TRENDS Recent Chipotle engagement has improved slightly q/q. This quarter, we saw a notable jump in in-person/in the restaurant orders (and a slight drop in orders through the app). Menu prices Consumers are seeing higher menu prices relative to...

Key Takeaways: 1.Consumers report higher frequencies of dining out now compared to Covid times and they expect that to continue / accelerate some through year-end.2.When it comes to grocery and restaurants, lower priced and budget have held up better than higher...

Key Takeaways: 1.Domino’s customers overwhelmingly think it would be better to get Domino’s through Domino’s delivery over third party apps (92% selected Domino’s delivery, 8% selected Uber Eats or Postmates). 2.One year ago, Domino’s customers self-report having...