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(UK Retail and Macro) Brexit, Apparel, Groceries, Footwear, Food Delivery Vol 6
Open Report:Bespoke - UK Retail Vol 6Key Takeaways: UK Macro sentiment improved q/q after previously worsening for a number of quarters. Consumers have been less likely to think gas prices are higher (sequentially) and opinions of Brexit are net negative but...

Drivers and Consumers Ride Sharing Volume 17 (UBER, LYFT)
Open Report:Bespoke - Ride Sharing Vol 17 Key Takeaways: Downloads of both Uber and Lyft have trended higher sequentially. In 2016, 80% of respondents did not have any of the ride sharing apps downloaded on their phone. Today, that percentage has dropped to...

Meal Kits and Grocery Volume 2 (APRN, AMZN, HFG, WFM, Instacart)
Open Report:Bespoke - Meal Kits and Grocery Key Takeaways: Usage of meal kits has increased sequentially.Usage of most meal kit providers in our survey showed improvement (both in our quarterly and monthly surveys).Among those who had used meal kits in the past but...

Food Delivery Vol 14 (UBER, GRUB, Door Dash)
Open Report:Bespoke - Food Delivery Vol 14 Key Takeaways: Usage of food delivery apps continues to increase and downloads of all platforms tested in our survey increased q/q.Uber Eats and Door Dash are the leaders in downloads and usage, but we would note that data...

Pizza, DPZ Deep Dipe, and Food Delivery Implications Volume 2 (DPZ, YUM, PZZA, Blaze, MOD)
Open Report:Bespoke - DPZ and Food Delivery Vol 2 Key Takeaways: Pizza’s share of takeout orders increased q/q. Since this is only our second volume of data, it is unclear if this move is seasonal or not.Among those who eat pizza, the percentage who have it delivered...

India Grocery Volume 1 (AMZN, Big Basket, Grofers, Jio Mart)
Open Report:Bespoke - India Grocery Volume 1 Key Takeaways: Grocery Spending In India | Consumers Say They Are Increasing.Consumers in India feel they are spending more on groceries now compared to a month ago and a year ago.Online Grocery Received Strong Engagement...

(Casper) Mattresses Data Flag
With Casper's IPO on the immediate horizon, we ran some cross-tabs to pass along some intelligence on "who the Casper customer is" and also wanted to flag our latest mattresses report because it has a good deal of current and historical data on Casper and on...

Chicken Sandwich Wars Analysis (QSR, SHAK, MCD, WEN)
Open Report:Bespoke - Chicken Sandwich Wars Key Takeaways: Popeye’s TrafficIn January Popeye’s traffic came back closer to normal range following an above seasonal increase in November and December in the immediate aftermath of the chicken sandwich relaunch. The...

Video Game Consoles Japan and UK (NTDOY, SNE, MSFT)
Open Report:Bespoke - Video Gamers Japan and UK Key Takeaways: JapanThe most popular consoles in Japan are the Nintendo Switch and the PS4.Of the next gen cycle, PS5 projects to be the most popular, followed by the Switch lite, and then by Xbox Series X. 25.9% of...

Cord Cutting and Streaming Video Cross Tabs
Comcast warned yesterday that cord cutting will speed up in 2020 and expects video subscriber losses to accelerate throughout the year. This cross-tab deck below will offer some insight into the interplay between cord cutting and streaming video usage. IE - how much...