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(US Covid, Macro, and Sectors) October Update
Passing along an update to our ongoing tracker of US consumers focused on a range of topics including: Open Report:Bespoke - US Covid, Macro, and Sectors, October Update Covid US Sentiment and BehaviorMacro Consumer View (Consumer Confidence, Finances,...
(UBER, LYFT) Ride Sharing Volume 20
Passing along the 20th volume of our quarterly survey focused on ride sharing. Please let us know if you have any questions. Open Report:Bespoke - Ride Sharing Vol 20 Key Takeaways and Charts:
(PTON, PLNT) Fitness Volume 16
Passing along the 16th volume of our work on Fitness, with deep dives on both PLNT and PTON. Please let us know if you have any questions. Open Report:Bespoke - Fitness Vol 16 Key Takeaways and Charts:
China Update | Covid, Macro, eCommerce, Streaming, Food Delivery, Casual Dining, etc.
Passing along an update from our ongoing survey in China with insights related to Covid, macro trends, eCommerce providers, streaming, food delivery, casual dining, etc. Open Report:Bespoke - China October Update Key Takeaways and Charts: .
(AAPL) Consumer Electronics China Vol 22
Passing along results from the 22nd volume of our work on AAPL in China. Please let us know if you have any questions. Open Report:Bespoke - AAPL China Vol 22 Key Takeaways and Charts:
(SBUX, DNKN, MCD) Coffee Vol 13 | At-Home Brewing Trends, Cold Brew and Iced Gaining
Passing along the 13th volume of our work on coffee, with a specific focus on covid dynamics / at-home viewing, cold vs. hot, and SBUX / DNKN. Open Report:Bespoke - Coffee Vol 13 Key Takeaways and Charts:
(UBER, GRUB, DoorDash) Food Delivery Apps Vol 17
Passing along the 17th volume of our work on food delivery apps. Please let us know if you have any questions about the report. Open Report:Bespoke - Food Delivery Apps Vol 17 Key Takeaways and Charts:
Bespoke – SFIX Deep Dive Volume 1
We added some new deep dive coverage on SFIX this quarter. Please let us know if you have any questions about the report. Open Report:Bespoke - SFIX Deep Dive Volume 1 Key Takeaways and Charts:
(DPZ, YUM, PZZA) Pizza Volume 5 | Domino’s, Food Delivery Apps, etc
Passing along the 5th volume of our work on Pizza with a specific focus on Domino's and on third party food delivery apps. Please let us know if you have any questions. Open Report:Bespoke - Domino's Volume 5 Key Takeaways and Charts:
(AAPL) Consumer Electronics Domestic Vol 31 | iPhone 12, 5G, Wearables, Services, etc
Passing along the 31st quarterly volume of our domestic work on AAPL. Please let us know if you have any questions about the report. Open Report:Bespoke - AAPL Domestic Vol 31 Key Takeaways and Charts: