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(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...
W vs. AMZN Identical Items Pricing Analysis
We spent some time finding 126 identical items listed for sale on both Amazon and Wayfair. This should be a bit of a unique data set because these items are difficult to find without visually analysis to link the products (Amazon and Wayfair have different product...
(GDDY) Godaddy Quick Deck
Passing along a handful of slides on Godaddy scoping mindshare (unaided), market share, and other services uses by Godaddy customers other than their domain. Open Slides:Bespoke - GDDY Quick Deck
(NKE) Well Positioned For The Long Term With Consumers
Open Report:Bespoke - NKE Thesis FlagsKey Takeaways: Sneaker Purchasing is Shifting Direct, Driven by Millennials and Nike/JordanFootwear Purchasing is Shifting OnlineNike Customers Are Among The Most LoyalNike and Under Armour Flagged As “Up and Coming Brands”...
(W) Some Thesis Positives, With AMZN Cross-Shopping Looming
Open Report: Bespoke - W Thesis Analysis Key Takeaways Valuable Ad Space – Customers Over-Index To Using Sponsored Products/Ads.Online Furniture Purchasing is a Tailwind that is Still in Early InningsWayfair Brand Awareness and Customer Acquisition Has Legged Higher...