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
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...
(DKNG, Fanduel, etc) Sports Gambling Apps, Vol 8
Key Takeaways: 1.Sports watching frequency is mostly unchanged over-time. 2.The share of consumers who gamble on sports is generally unchanged, but among those who do, a higher share report increases recently (30.4%) compared to those who call out decreases (20.8%)....
SFIX, Vol 12
Key Takeaways: 1.Stitch Fix engagement and awareness is largely unchanged over-time. 2.When we explain what Stitch Fix is to respondents who haven’t shopped it, interest is relatively tepid in trying something like that out. 3.Across all of the personal styling sites...
China Macro and Retail/Discretionary
Key Takeaways: 1.In past waves when we asked consumers how Covid is impacting their daily lives, many called out it being inconvenient to travel. That sentiment has been reduced significantly in our current volume with more saying it is having no effect on them. 2.The...
(DKS, ASO, FL, AMZN) Sporting Goods Retail, Vol 8
Key Takeaways: 1.Consumers are primarily drawn to Dick’s by the variety of products they sell, and they’ve increasingly flagged convenience as a reason why they choose to shop at Dick’s (price is the second most important factor, but the share who selected price has...
(DIS, SIX, FUN, SEAS) Theme Parks, Vol 3
Key Takeaways: 1.The share of consumers who have ever visited theme parks like Six Flags, Disney, Sea World, Universal, etc, has increased over time. 2.Consumers have a generally positive, but slightly softening, opinion of the theme parks in our survey. 3.Consumers...
