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(China) Covid, Macro, and Food Delivery Update
Passing along an update from our quarterly survey on China with feedback related to Covid, macro dynamics, and food delivery. Please let us know if you have any questions about the report. Open Report:China Covid, Macro, and Food Delivery Update Key Takeaways and...
(SQ, PYPL, Coinbase, Gemini, Robinhood) Bitcoin Monthly Tracker and Trader Deep Dive
Passing along a deck displaying tracker data on Bitcoin among a broader respondent pool balanced to US census, which has inflected positively in recent months, to go along with a deeper dive among active Bitcoin traders asking about the platforms they use. Open...
(Robinhood, SQ, WSB) Retail Traders Deck With WSB Cross-Tabs
Passing along a slide deck to display the data that we sent over on Friday evening with one key addition - charts showing how members of r/WallStreetBets answered questions in our survey. Please let us know if you have any questions about the report. Open...
(SFIX, AMZN) Online Personal Styling Vol 2
Passing along the 2nd volume of our work on online personal styling, with a focus on Stitch Fix. Open Report:Bespoke - Online Personal Styling Vol 2 Key Takeaways and Charts:
(DPZ) Pizza and Food Delivery Apps Vol 6
Passing along an update to our work on DPZ, pizza, and food delivery apps. Please let us know if you have any questions about the report. Open Report:Bespoke - DPZ and Food Delivery Apps Vol 6 Key Takeaways and Charts:
(UBER, DASH, GRUB) Food Delivery Apps Vol 18 | Ghost Kitchens Explored, Sentiment Trackers Evolve
Passing along the 18th volume of our work on food delivery apps in the US. Please let us know if you have any questions about the report. Open Report:Bespoke - Food Delivery Apps Vol 18 Key Takeaways and Charts:
(CMG) Chipotle Vol 21 | Cauliflower Rice and Mobile Ordering In Focus
Passing along the 21st volume of our work on Chipotle. This quarter we added a series of questions around the new Cauliflower rice menu item, which tested well. Open Report:Bespoke - CMG Vol 21 Key Takeaways and Charts:
(SFIX, AMZN) Online Personal Styling Vol 2
Passing along the 2nd volume of our work on online personal styling, with a focus on Stitch Fix. Open Report:Bespoke - Online Personal Styling Vol 2 Key Takeaways and Charts:
(PTON, PLNT) Fitness Vol 17
Passing along the 17th volume of our work on fitness. The report covers exercise in general, gym memberships, Covid related impacts, at-home fitness, and Peloton specifically. Please let us know if you have any questions about the report. Open Report:Bespoke -...
(SIRI, SPOT, AAPL) Audio Vol 18 | Connected Car, Podcasts, Joe Rogan, etc
Passing along the 18th volume of our work on streaming music and satellite radio. Please let us know if you have any questions about the report. Open Report:Bespoke - Audio Platforms Vol 18 Key Takeaways and Charts: