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(PG, KO, MNST) CPGs, Soda, and Energy Drinks Vol 8 | Big Changes in Consumer Behavior
Passing along the 8th volume of our work on personal care and household items. Unsurprisingly, there are some significant shifts going on in consumer behavior related to stocking up on food/personal care items and on their attention to cleanliness and hygiene. Open...
(SPOT, SIRI, P, AAPL) Streaming Music and Satellite Radio Vol 15
Passing along the 15th volume of our work on streaming music and satellite radio. Also re-flagging our note from March specifically on SPOT trends. Open Report:Bespoke - Streaming Music and Satellite Radio Vol 15 Re-Flag:SPOT Trends Outlined Key Takeaways: The...
(RH, W, WSM) Furniture Vol 16 | Remodel Repair Intentions Charge Higher, W Continues to Gain
Passing along the 16th volume of our work on furniture. Open Report:Bespoke - Home Furnishings Vol 16 ICYMI:Recent Reseach on Wayfair Key Takeaways: Recent renovation/remodeling activity and expected renovation/remodeling in the next few months are at all time highs...
(CSPR, TPX, MFRM) Mattresses Vol 16 | Online Gaining
Passing along the 16th volume of our work on mattresses and online mattresses. Some interesting shifts in the data in this one. Open Report:Bespoke - Online Mattresses Vol 16 Key Takeaways: Sentiment toward buying mattresses online surged higher sequentially.Mattress...
(FL, NKE, ADDYY, SKX, UA, AMZN, VFC, LULU) Footwear and Athletic Clothing Vol 16
Passing along the 16th volume of our work on footwear and athletic clothing. Open Report:Bespoke - Footwear and Athletic Clothing Key Takeaways: Footwear purchases pulled back q/q and y/y.Footwear purchase preference continues to shift online.Most of the data we...
(M, JCP, KSS, TJX) Department Stores Vol 19
Passing along the 19th volume of our work on department stores. Please let us know if you have any questions. Open Report:Bespoke - Department Stores Vol 19 Key Takeaways: Clothing purchases have been significantly impacted by coronavirus and stay-at-home...
(TGT, WMT, AMZN, Dollar Stores) Low Cost Retailers Vol 18
Passing along the 18th volume of our work on low-cost retailers. Please let us know if you have any questions about the report. Open Report:Bespoke - Low Cost Retailers Vol 18 Key Takeaways: The percentage of consumers who visited Wal-Mart and Target in-stores...
(PTON, PLNT) Fitness Vol 14
Passing along an updated volume of our work on fitness including a deep-dive on PTON. Please let us know if you have any questions about the report. Please note: we summarize the domestic data at the front, but we also have a few slides of feedback from the UK at the...
(FB, GOOG, TWTR, MSFT) Enterprise HR Recruiters Report
Passing along some new work we just completed focused on recruiters at businesses with 500+ employees, who work in HR, recruiting and hiring is part of their job, and they have visibility into spending and services used. Open Report:Bespoke - Enterprise HR Recruiting...
(Glasses, Contacts, Makeup) Covid Impacts and Usage Mix Shifts
Passing along some new analysis studying glasses and contact wearing mix. We also ask for comparison in the beginning of the survey if shaving, makeup wearing, clothes purchasing, etc, have been impacted for benchmark comparisons. Open Report:Bespoke - Glasses and...