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Research Feed
(China Data) Luxury, Xingjiang Cotton Incident, eCommerce, AAPL, Macro, and Covid
Passing along a handful of reports (5) from ongoing and recently added survey work with consumers in China. Please let us know if you have any questions about any of the reports. Open Reports:Data Room Key Charts:
(ZM) Video Calls Vol 7
Passing along the 7th volume of our work on video calls. Please let us know if you have any questions about the report. Open Report:Bespoke - Video Calls Vol 7 Key Takeaways and Charts:
(Afterpay, Klarna, Affirm) BNPL, Vol 2
Passing along the second volume of our work on BNPL, with some additional questions worked in this quarter. Please let us know if you have any questions about the report. Open Report:Bespoke - BNPL Vol 2 Key Takeaways and Charts:
(AMZN, ETSY, W, WISH, EBAY) Online Retailers Vol 35
Passing along the 35th volume of our work on eCommerce platforms in the US. Please let us know if you have any questions about the report. Open Report:Bespoke - Online Retailers Vol 35 Key Takeaways and Charts:
(FB, SNAP, TWTR, PINS, RBLX) Social Media Consumers Vol 33 | Parents Prefer RBLX to Social Media
Passing along the 33rd volume of our work on social media and US consumers with a focus on privacy, social commerce, and platform specific trends. We also added a question this quarter for parents with children under 18 to ask them when they think it is approrpriate...
(NFLX, DIS, T, AMZN) Streaming Video Domestic and India Reports
Passing along the 34th volume of our work on streaming video in the US and the 9th volume of our work on streaming video in India. Please let us know if you have any questions about the decks. Open Reports: Streaming Video Domestic and Streaming Video India Key...
(DPZ, CMG, SBUX, DNKN) Casual Dining Ticker Specific Reports
Passing along three new deep dive casual dining reports focused on DPZ, CMG, and SBUX/DNKN. Please let us know if you have any questions about the reports. Open Reports:Bespoke - DPZ, CMG, and SBUX/DNKN Key Takeaways: - Self-reported engagement with casual dining took...
(SFIX) Online Styling Vol 5
Passing along the 5th volume of our work focused on SFIX and online personal styling. Please let us know if you have any questions about the report. Open Report:Bespoke - SFIX Vol 5
(UBER, DASH, GRUB, JE) Food Delivery US and UK
Passing along the 21st volume of our food delivery work in the US and the 14th volume of our food delivery work in the UK. Please let us know if you have any questions about the reports. Open Report:Bespoke - US Food Delivery Vol 21 Open Report:Bespoke - UK Food...
(AMZN, WF, APRN, Instacart) Interesting Inflections in Grocery Delivery and Mealkits
Passing along an update to our monthly tracking of online grocery, grocers, and meal kits. The data is showing some interesting movements in the past couple months; we also include some deeper cohort diligence on Instacart.Open Report:Bespoke - Online Grocery,...