Key Takeaways: The share of consumers who view food delivery platforms as a necessity continue to decline. Food delivery app usage has declined q/q and usage frequency among those who use food delivery softened sequentially in our survey. Among those who are using...

Key Takeaways: -Labor Market: While weekly hours worked declined this month, most other labor market indicators were positive. -Housing: Despite high mortgage rates and tight inventories, our housing market categories were on balance unchanged in December. -Consumer...

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Key Takeaways: Over the past year, the share of consumers who are aware that Netflix has an ad-supported tier has increased (from 47% a year ago, to 61% currently). Since we first started asking about Standard with Ads, the share of Netflix subs who said they are on...

Data Sets Analyzed: 32k+ fill-ins from monthly surveys asking Netflix subscribers to fill-in the name of the title (movie or TV show) that they watched most recently on Netflix. We uploaded a database of 3200+ originals into ChatGPT and asked it to use it to use...

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