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(TMT, Retail) Average Age and Income of Users Tracked Over Time
Passing along some trackers of the average age and average income of user bases across tickers in TMT and retail/casual dining. Please let us know if you have any questions about the deck. We last ran this survey in mid-March (after concerns about covid heightened,...
(BABA, PDD, JD) China eCommerce Vol 20 | PDD Continues To Emerge
Passing along an update to our China ecommerce tracker. Please keep in mind this survey was completed in Mid-March. If you have any questions, please let us know. Open Report:Bespoke - China eCommerce Vol 20Key Takeaways: Online shopping feedback is mixed, with...
(AMZN) Lagging Cohorts Increase Usage of Prime | Lower Income, Older Age
Passing along some cross-tab analysis that we ran this morning on consumer engagement with Amazon Prime Membership, Amazon Fresh, and Amazon Online Purchases. We cross-tabbed the data to show which cohorts are lagging in their usage of Amazon and then show the changes...
(NFLX) Cross-Tabbing Adds and Churn | Domestic
We ran some more cross-tab analysis this morning on recent adders of Netflix (in the past three months) and recent cancellers of Netflix (in the past month). Those who say their income is lower and those who say they think we will go into a recession are more likely...
(AMZN, APRN, Instacart, Shipt, Grocers) Surging Increases In Grocery Delivery
Passing along an update to our monthly trackers on grocery delivery, meal kits, and grocers traffic. Please let us know if you have any questions about the report. It is rare to see this big of a surge in consumer adoption of an activity m/m. We will be monitoring...
(LYV) Live Events and Tickets Update | Covid Impacts, Income Correlated With Greater Number of Events Attended Per Year
Passing along an update on our live events and tickets research. Please let us know if you have any questions. Open Report:Bespoke - Live Events and Tickets ReportKey Takeaways and Key Charts:
(SNAP, FB, TWTR, PINS) Monthly Engagement and Behavior Mix Update, SNAP and TikTok Users Increasing Usage Most Because of Covid
Passing along a quick update on social media engagement and sentiment from our monthly survey. Social media usage is one of the activities that consumers feel they are increasing because of Covid-19, so we wanted to show the m/m changes in engagement/behavior. Open...
(NFLX, DIS) Streaming Wars Update
Passing along a quick update from our monthly trackers on NFLX, DIS, and AAPL related to streaming wars. Please let us know if you have any questions. Open Report:Bespoke - Streaming Wars Update (March 2020)Key Takeaways: Key Charts:
(Covid US) Full Breakdown, Macro Sentiment Shifts, Surge In Common Cold and Flu Complaints in December
Passing along a full macro and covid breakdown from our US monthly survey. We provide updates on the state of the consumer with 68 months of historical data preceding it to go along with a more detailed dissection of our Covid data.Open Report:Bespoke - US Covid Full...
(Covid China) Full Breakdown, Consumption Shifts and Macro Concerns Persist
Passing along the full update from our China survey, which we recently switched to a monthly frequency so that we could provide more regular updates. Open Report:Bespoke - China Monthly Update, March 2020This report asks a number of very specific questions about...