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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...

Passing along the 11th volume of our work on EVs and autos. Please let us know if you have any questions about the report. Key Takeaways:  Autos and EVs Self-reported auto purchase activity has softened a bit sequentially. The share of consumers expecting to buy...

Passing along the 40th volume of our work on social media with consumers in the US. Please let us know if you have any questions. Open Report: Bespoke - Social Media Consumers, Vol 40.pdf5 MB Key Takeaways: Threads1. High awareness and an initial pop of self-reported...

Passing along the 16th volume of our survey work on NFLX in India. Please let us know if you have any questions about the report. Open Report: Bespoke - NFLX India, Vol 16.pdf1 MB Headline Takeaways: Streaming video remains the preferred option for watching movies and...

Passing along the 41st volume of our quarterly survey focused on streaming video. Please let us know if you have any questions about the report. Open Report: Bespoke-Streaming-Video-Domestic-Vol-41-N...AAPL.pdf3.8 MB Headline Takeaways: NFLX Standard With Ads Feedback...

Headline Takeaways: (download report below) Generally +ve streaming sector trends. Streaming continues to gain as the preferred method for consuming video content. The number of streaming video services that consumers think is appropriate to sign up for at a given...