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AMZN vs. W | Identical Item Pricing Analysis
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(SQ, AAPL, COIN, HOOD, NRDS) Mobile Payments, Cash App, Crypto, and Investments, Vol 21
Key Takeaways: MOBILE payments Usage of mobile payment apps has been holding mostly steady. Consumers continue to view it as a popularity gainer. Cash App sentiment feedback continues to be mostly positive with a large share of those who use it saying that they like...
(OTLY) Milk Alternatives Vol 10
Key Takeaways: 1.The share of consumers who drink milk alternatives has declined over time. Almond Milk and Oat Milk have generally stayed consistent across waves, but we have seen declines from the likes of Coconut Milk, Soy Milk, Cashew Milk, Rice Milk, Flax Milk,...
(PG, BUD, UL, KO, SAM, etc) CPGs, Beer, and Hard Seltzer Vol 22
Key Takeaways: 1.The price of CPG products continues to be top of mind for consumers when we ask about what is most important when purchasing CPG items. Pricing is of increasing importance as a purchase catalyst. 2.Feedback related to self-reported recent and...
(CROX) Crocs and Heydude, Vol 10
Key Takeaways: 1.The share of respondents who wear Crocs regularly or occasionally has increased q/q. 2.Likelihood to purchase a pair of Crocs moving forward is holding steady among those who wear Crocs. 3.Crocs NPS has been receding in the last few quarters and is...
(NKE, CROX, SKX, ONON, FL, AMZN, LULU) Footwear and Athletic Apparel Vol 30
Key Takeaways: 1.Over the history of our survey, consumers have preferred buying from footwear retailers, as opposed to buying directly from the brand/store. The share who prefer direct has grown over time, but the data has been mostly consistent/unchanged over the...
(RH, ARHS, CSPR, PRPL, etc) Furniture and Mattresses Vol 30
Key Takeaways: 1.Consumers continue to report that their interest in buying luxury furniture lags behind what it would typically be. The share of higher income consumers who share this sentiment has increased over the past two waves of our survey (primary reasons...
(CHWY) Pet Retail and Pet Health, Vol 22
Key Takeaways: 1.Pet owners have been slowing their frequency of veterinarian visits and expect to continue to do so (ie, declining percentage saying they take their pets 2 or more times per year, increasing percentage either saying annually or only when there is a...
(BYND, Impossible) Plant Based Meat Altneratives, Vol 18
Key Takeaways: 1.The share of respondents who eat plant based meat substitutes regularly has declined q/q. 2.Satisfaction with Beyond Meat and Impossible Foods continues to drop. 3.The share of those who have tried meat alternatives who think it tastes better than a...
(UBER, LYFT) Ride Sharing, Vol 18
Key Takeaways: 1.Uber ride sharing usage has improved more recently while Lyft usage has been more flat. 2.Consumers offer a favorable opinion of the ride sharing experience (for both Uber and Lyft). Despite them being more likely than not to think prices have...