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(Pandora and Competitors) Jewelry Survey

Key Takeaways: Consumers note that they primarily turn to independent jewelry and specialty stores to purchase jewelry. If they needed to purchase jewelry today, consumers indicate that they would turn to Zales and Kay. Pandora was more middle of the pack based on our...

(CMG) Chipotle Deep Dive, Vol 34

Key Takeaways: CHIPOTLE DEMAND TRENDS The share of consumers who self-report eating Chipotle regularly or occasionally has declined q/q. CMG Demand Drivers Taste and food quality remain the top reasons why consumers frequent Chipotle. Ordering MIX In store (in person)...

(DPZ, YUM, PZZA) Pizza, Vol 18

Key Takeaways: Awareness of the availability of Domino’s on Uber Eats has declined q/q. Domino’s customers continue to show a preference for ordering through the Domino’s app vs. Uber Eats. The share who prefer Uber Eats has actually declined somewhat relative to our...

(SBUX, DNKN, MCD, BROS) Coffee, Vol 26

Key Takeaways: COFFEE DRINKING FREQUENCY Coffee drinking frequency is tracking generally flat over the last few quarters.COFFEE MIX Hot coffee continues to be favored by consumers. We have seen a slight dip in iced coffee(though its popularity has increased over...

(AFRM, SQ, Klarna) BNPL, Vol 12

Key Takeaways: The share of consumers who have used BNPL options has increased q/q (at series highs). Delinquency rates on BNPL have improved slightly with over 85% saying they are not behind on any payments. Consumers continue to note that they would increase their...

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