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(GOOG, MSFT) Search and Social, Vol 4

Key Takeaways: 1.ChatGPT awareness has increased over time, but in both our quarterly survey and our monthly tracker, the rate at which adoption has increased slowed a bit sequentially. 2.Among those who have tried ChatGPT, NPS has declined sequentially from February...

Inflation Expectations

Key Takeaways: 1.Consumer expectations around inflation have cooled sequentially, but they remain more likely to expect increases than decreases.2.Younger age cohorts are more likely to have conflicting views on inflation (they are more likely to expect significant...

SFIX, Vol 12

Key Takeaways: 1.Stitch Fix engagement and awareness is largely unchanged over-time. 2.When we explain what Stitch Fix is to respondents who haven’t shopped it, interest is relatively tepid in trying something like that out. 3.Across all of the personal styling sites...

China Macro and Retail/Discretionary

Key Takeaways: 1.In past waves when we asked consumers how Covid is impacting their daily lives, many called out it being inconvenient to travel. That sentiment has been reduced significantly in our current volume with more saying it is having no effect on them. 2.The...

(DIS, SIX, FUN, SEAS) Theme Parks, Vol 3

Key Takeaways: 1.The share of consumers who have ever visited theme parks like Six Flags, Disney, Sea World, Universal, etc, has increased over time. 2.Consumers have a generally positive, but slightly softening, opinion of the theme parks in our survey. 3.Consumers...

(ABNB) Airbnb and Travel, Volume 4

Key Takeaways: 1.Consumers have a favorable opinion of Airbnb. Above else, they see it as convenient and easy to use. 2.Of the booking options provided to them, Airbnb had the strongest NPS. 3.As is the case with many of our surveys, consumer respondents show them...

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