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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...

(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...

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