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(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:
(ZM) Video Calls Volume 3
Passing along the third volume of our work on video calls, with a focus on ZM. Please let us know if you have any questions about the report. Open Report:Bespoke - Video Calls Vol 3 Key Takeaways and Charts:
(CMG) Chipotle Quarterly Vol 20 | Increases In Mobile Ordering, Third Party Delivery, Price/Value as a Catalyst
Passing along the 20th volume of our work on CMG. Please let us know if you have any questions about the report. Open Report:Bespoke - CMG Vol 20 Key Takeaways and Charts:
(FB, GOOG, AMZN, SNAP, PINS, TWTR) Ad Execs Vol 11 | Improved Feedback Q/Q
Passing along an update to our work surveying 100+ ad execs per quarter. Please let us know if you have any questions about the report. Open Report:Bespoke - Social Media Ad Execs Vol 11 Key Takeaways and Charts:
(SIRI, SPOT, AAPL) Satellite Radio and Streaming Music Vol 17
Passing along the 17th volume of our work on satellite radio and streaming music. Please let us know if you have any questions about the report. Open Report:Bespoke - Audio Vol 17 Key Takeaways and Charts: