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(DKNG) Daily Fantasy and Sports Gambling Report
With news of DraftKings imminent IPO, we wanted to share data from the last time we collected data on the topic. Please note that the last time we ran this survey was one year ago, in April of 2019. We plan to re-activate the survey this coming month and would be...
(PDD, JD, BABA, BILI, SBUX, LKCO) China | eCommerce, Casual Dining, Food Delivery, Streaming Video
Passing along three new reports from our China survey work. Please let us know if you have any questions about the reports. Open Reports: Bespoke - China eCommerce Vol 21Notes:Spending overall has been impacted, making eCommerce feedback mixed.PDD performed well in...
(AAPL) China Vol 20 | Desire To Support Domestic Increasing, Refresh Cycles Stretching
Passing along an update on our AAPL China work. Couple interesting longer-term trends to watch: 1) sentiment toward US and China relations is worsening, and Android owners who think relations are bad are digging in and becoming more loyal to Android. We saw more of a...
(Covid, Macro) India, Japan, UK | Concerned Consumers, With Spending Confidence Sequentially Down
Passing along some Covid related feedback and macro trackers from our surveys in India, Japan, and the UK. Please let us know if you have any questions. Open Report:Bespoke - Covid and Macro (India, Japan, UK) ICYMI: Bespoke - China Covid Breakdown (April)Bespoke - US...
(UBER, LYFT) Ride Sharing Vol 18
Passing along an update to our work on ride sharing apps in the US. Please let us know if you have any questions. Open Report:Bespoke - Ride Sharing Vol 18 Key Takeaways: All forms of transportation have seen declines in usage because of Covid and stay-at-home...
(Covid, China) Update | Some Inflections, Both Positive and Negative
Passing along an update to our China data on Covid, consumer sentiment, and sector specific / company specific trends. Please let us know if you have any questions. Open Report:Bespoke - China Covid and Monthly Trackers April Update Key Takeaways: Still concerned and...
(AMZN, Big Basket, Grofers, Jio Mart) India Grocery Volume 2
Passing along the second volume of our work on India grocery and grocery delivery. Please let us know if you have any questions. Open Report:Bespoke - India Grocery Vol 2 Key Takeaways: Cooking at home and grocery delivery / shopping online for essentials are...
(DPZ, CMG) Ticker Specific Decks
Passing along our deep-dives on DPZ and CMG. Open Report:Bespoke - DPZ Vol 3 Open Slides:Bespoke - CMG Vol 18 DPZ Key Takeaways: Pizza eating frequency has increased sequentiallyConsumers have been shifting toward relying on pizza to be delivered via third party apps...
(SNAP, FB, TWTR, TikTok) Social Media India Vol 3, Engagement Increases
Passing along the 3rd volume of our work on social media platforms from our India survey. Please let us know if you have any questions. Open Report:Bespoke - Social Media India Vol 3 Key Takeaways: Social media usage increased across platforms. Minutes per day...
(UBER, GRUB, Door Dash) Food Delivery Apps Vol 15
Passing along the 15th volume of our quarterly work on food delivery apps. Please let us know if you have any questions about the report. Open Report:Bespoke - Food Delivery Apps Vol 15 Key takeaways: Food delivery app usage and downloads increase q/q.Uber Eats...