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(SBUX, MCD, DNKN, Luckin) Coffee Vol 14, US and China
Passing along the 14th volume of our work focused on coffee trends with data in the report separated into a US section and a China section. Please let us know if you have any questions about the report. Open Report:Bespoke - Coffee Vol 14, US and China Key Takeaways...
(AMZN, ETSY, W, OSTK, EBAY, WISH) Online Retailers Vol 32 | Furniture eCommerce Trends, Employment Interruptions and eCommerce Trends
Passing along the 32nd volume of our work on Online Retailers. Each ticker has deep-dives throughout the report and would be worth a look if you focus on these names. Open Report:Bespoke - Online Retailers Vol 32 Key Takeaways and Charts:
(AAPL) Domestic and China Reports | Volume 32 and Volume 23
Passing along updates to our work on AAPL / consumer electronics in the US and China. Please let us know if you have any questions on either report. Open Reports: Bespoke - AAPL Domestic Vol 32Bespoke - AAPL China Vol 23 Key Takeaways: Domestic Key Takeaways:...
(JE, UBER, DASH, Deliveroo, GRUB) UK Food Delivery and Grocery Vol 11
Passing along the 11th volume of our work on food delivery apps and grocery trends in the UK. Please let us know if you have any questions about the report. Open Report:Bespoke - UK Food Delivery and Grocery Trends Vol 11
(TSLA, AAPL) Electric Vehicles and Autonomous Features | Consumer Preferences
Passing along some new coverage focused on understanding consumer preferences related to electric vehicles and vehicles with autonomous/self-driving features. Please let us know if you have any questions about the report. Open Report:Bespoke - EVs and Autonomous...
(ZM) Video Calls Vol 4
Passing along the 4th volume of our work on video calls, with a focus on Zoom. Please let us know if you have any questions about the report. Open Report:Bespoke - Video Calls Vol 4
(ROKU, AMZN, AAPL) Streaming Players and Software Volume 1
Passing along some new work we added this quarter focused on Roku and competitors. Please let us know if you have any questions about the report. Open Report:Bespoke - Roku Volume 1
(FB, GOOG, AMZN, TWTR, SNAP, PINS) Ad Execs Vol 12 | Deep Dives on Social Commerce, iOS Privacy, and Covid
Passing along the 12th volume of our work on social media ad executives. Please let me know if you have any questions on the report. Open Report:Bespoke - Social Media Ad Execs Vol 12
(FB, TWTR, SNAP, PINS, GOOG) Social Media Consumers Vol 30 | Social Commerce and iOS Privacy Deep Dives
Passing along the 30th volume of our quarterly domestic survey focused on social media. In addition to tracking the same questions we usually do we added a series of questions focused on social commerce and on iOS 14 and privacy this quarter, which you will find at...
(Covid, Macro, Housing, Autos, Bitcoin, etc) December US Monthly Update
Passing along an update from our monthly tracker focused on Covid and a host of other macro issues. Please let us know if you have any questions about the deck.Open Report:Bespoke - US Covid and Macro December UpdateKey Takeaways: Covid: Concerns increased m/m...