BESPOKE INTEL | CLIENT RESEARCH PORTAL
NAVIGATE CONTENT (CLICK IMAGES TO VIEW RESEARCH)
Research Newsfeed
(NFLX, DIS) Streaming Wars Update
Passing along a quick update from our monthly trackers on NFLX, DIS, and AAPL related to streaming wars. Please let us know if you have any questions. Open Report:Bespoke - Streaming Wars Update (March 2020)Key Takeaways: Key Charts:
(Covid US) Full Breakdown, Macro Sentiment Shifts, Surge In Common Cold and Flu Complaints in December
Passing along a full macro and covid breakdown from our US monthly survey. We provide updates on the state of the consumer with 68 months of historical data preceding it to go along with a more detailed dissection of our Covid data.Open Report:Bespoke - US Covid Full...
(Covid China) Full Breakdown, Consumption Shifts and Macro Concerns Persist
Passing along the full update from our China survey, which we recently switched to a monthly frequency so that we could provide more regular updates. Open Report:Bespoke - China Monthly Update, March 2020This report asks a number of very specific questions about...
W vs. AMZN Identical Items Pricing Analysis
We spent some time finding 126 identical items listed for sale on both Amazon and Wayfair. This should be a bit of a unique data set because these items are difficult to find without visually analysis to link the products (Amazon and Wayfair have different product...
(GDDY) Godaddy Quick Deck
Passing along a handful of slides on Godaddy scoping mindshare (unaided), market share, and other services uses by Godaddy customers other than their domain. Open Slides:Bespoke - GDDY Quick Deck
(NKE) Well Positioned For The Long Term With Consumers
Open Report:Bespoke - NKE Thesis FlagsKey Takeaways: Sneaker Purchasing is Shifting Direct, Driven by Millennials and Nike/JordanFootwear Purchasing is Shifting OnlineNike Customers Are Among The Most LoyalNike and Under Armour Flagged As “Up and Coming Brands”...
(W) Some Thesis Positives, With AMZN Cross-Shopping Looming
Open Report: Bespoke - W Thesis Analysis Key Takeaways Valuable Ad Space – Customers Over-Index To Using Sponsored Products/Ads.Online Furniture Purchasing is a Tailwind that is Still in Early InningsWayfair Brand Awareness and Customer Acquisition Has Legged Higher...
(SNAP) Thesis In Focus: TikTok, Filters and Lenses, Political Content, Age of Users, etc.
Passing along a deck of thesis specific issues and feedback from our SNAP work. Also including below a database of all of our social media reports for reference/deeper dives.Open Report:Bespoke - SNAP Thesis DeckOpen Data Room:All SNAP ReportsKey Chart:
(SPOT) Five Long-Term Positive Trends
Passing along a focused research report on SPOT, flagging longer term positive trends backed by data from our surveys.Open Report:Bespoke - SPOT Positive TrendsSummarizing The Trends Discussed: Airpods Driving More Spotify UsageSpotify is Winning Podcasts and Growing...
(SNE, MSFT, NTDOY, GME, AMZN) Video Gamers Vol 18, Domestic | PS5 Out To Early Lead Over Xbox Series
Passing along the 18th volume of our work on video gamers. We added a number of new questions to provide forward looking data on the upcoming console refresh and also dug deeper this quarter on Nintendo Switch and Switch Lite trends.Open Report:Bespoke - Video Gamers...