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(SBUX, DNKN, MCD) Coffee, Vol 24
COFFEE DRINKING FREQUENCY Coffee drinking frequency has declined a bit q/q, but is generally in-line with the ranges we have observed historically. COFFEE MIX Consumers continue to prefer hot coffee over iced coffee/cold brew. Over the history of our time series, iced...
(CMG) Chipotle Survey, Volume 32
CHIPOTLE DEMAND TRENDS Recent Chipotle engagement has improved slightly q/q. This quarter, we saw a notable jump in in-person/in the restaurant orders (and a slight drop in orders through the app). Menu prices Consumers are seeing higher menu prices relative to...
Casual Dining (Many Tickers), Vol 16
Key Takeaways: 1.Consumers report higher frequencies of dining out now compared to Covid times and they expect that to continue / accelerate some through year-end.2.When it comes to grocery and restaurants, lower priced and budget have held up better than higher...
DPZ Survey (Vol 16)
Key Takeaways: 1.Domino’s customers overwhelmingly think it would be better to get Domino’s through Domino’s delivery over third party apps (92% selected Domino’s delivery, 8% selected Uber Eats or Postmates). 2.One year ago, Domino’s customers self-report having...
(TSLA, RIVN, LCID) EVs and Autos, Vol 11
Passing along the 11th volume of our work on EVs and autos. Please let us know if you have any questions about the report. Key Takeaways: Autos and EVs Self-reported auto purchase activity has softened a bit sequentially. The share of consumers expecting to buy...
(META, SNAP, GOOG, PINS) Social Media Consumers, Vol 40 | Facebook, Snapchat, Pinterest, TikTok, Twitter, Threads, Instagram
Passing along the 40th volume of our work on social media with consumers in the US. Please let us know if you have any questions. Open Report: Bespoke - Social Media Consumers, Vol 40.pdf5 MB Key Takeaways: Threads1. High awareness and an initial pop of self-reported...
(NFLX) Quarterly India Survey, Vol 16
Passing along the 16th volume of our survey work on NFLX in India. Please let us know if you have any questions about the report. Open Report: Bespoke - NFLX India, Vol 16.pdf1 MB Headline Takeaways: Streaming video remains the preferred option for watching movies and...
(NFLX, DIS) Quarterly Survey, Vol 41 | Account Sharing, Standard With Ads, Cable News Personalities
Passing along the 41st volume of our quarterly survey focused on streaming video. Please let us know if you have any questions about the report. Open Report: Bespoke-Streaming-Video-Domestic-Vol-41-N...AAPL.pdf3.8 MB Headline Takeaways: NFLX Standard With Ads Feedback...
(NFLX, DIS, T, AAPL, CMCSA) Streaming Video Domestic, Vol 41
Headline Takeaways: (download report below) Generally +ve streaming sector trends. Streaming continues to gain as the preferred method for consuming video content. The number of streaming video services that consumers think is appropriate to sign up for at a given...
(GME, SNE, MSFT, ATVI, NTDOY) Video Gamers Vol 31
Passing along the 31st volume of our survey work on video gamers. This is report covers a ton of ground (consoles, retailers, Call of Duty, Free Fire, Fortnite, and much more). Open Report: Bespoke - Video Gamers Vol 31.pdf1.8 MB Key Takeaways and Charts: