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Bespoke – AAPL China, Vol 34
Key Takeaways: Important demographics note – Tier 1 CitiesOver the past few years, the share of respondents coming from tier 1 cities has increased and the share coming from tier 2 cities has declined by a similar amount. The share of respondents coming from tier 3...
Bespoke – Consumer Electronics Domestic, Vol 43 (AAPL)
Key Takeaways: 1.Interest in VR products is roughly unchanged q/q. There was a very slight uptick q/q in the % who said they are interested in the Apple Vision Pro (2024 release). Respondents who expressed interest over-index to being younger, higher income, and male...
Bespoke – Fitness, Vol 28 (PTON, PLNT, etc)
Key Takeaways: 1.Consumers view the Peloton brand as more for wealthy consumers than for all. This sentiment strengthened slightly q/q. 2.Interest in the standalone digital app from Peloton has slightly declined relative to levels three months ago. 3.Consumers have a...
Ad Execs, Vol 23 (META, GOOG, SNAP, PINS, AMZN, etc)
Key Takeaways: 1.Relative to three months ago, ad execs see/expect weaker levels of demand when Threads by Instagram offers advertising. 2.Looking ahead, respondents think that TikTok, Amazon, and Google are becoming more important. 3.Feedback around ad budgets...
Bespoke – Audio, Vol 29 (SPOT, SIRI, AAPL, AMZN)
Key Takeaways: 1. Overall interest in a paid TikTok streaming music app has declined relative to our July update. 2.Interest in a paid TikTok streaming music app is highest among the 18-44 year-old bucket. 3.Consumers continue to view Sirius as a platform to listen to...
Bespoke – Sunday Roundup (10.22.23)
Reports From Last Week: NFLX Domestic NFLX India NFLX UK EVs and Autos Food Delivery US CMG Deep Dive Coffee Casual Dining Excel File (All Restaurants) Streaming Players Online Retailers / eCommerce (AMZN, ETSY, W, etc) Temu Deep Dive Social Media Consumers, US BNPL...
Bespoke – BNPL and Payments, Vol 11
Key Takeaways: 1.The percentage of consumers who have used BNPL options has been mostly unchanged over the past couple quarters (has increased since inception of this survey). 2.As the number of people who use BNPL has increased, a declining percentage have been...
Bespoke – Social Media Consumers, Vol 41 (META, SNAP, PINS, GOOG)
Key Takeaways: 1.Feedback around Threads worsened considerably q/q. 2.Broad consumer sentiment toward social media has improved in recent waves and self-reported social media usage sits right near series highs (which is increased relative to most historical readings)....
Bespoke – Temu Deep Dive, Vol 4
Key Takeaways: 1.Awareness of Temu has continued to increase with each wave we run. 2.The share who buy products on Temu often to very often has pulled back relative to three months ago. 3.Expectations for future usage have also pulled back, especially relative to...
Bespoke – Online Retailers, Vol 43 (AMZN, ETSY, W, Temu, WMT, TGT, etc)
Key Takeaways: 1.The financial condition of the average consumer has been worsening in the most recent history of our survey. Consumers report declines in savings and increases in their credit card debt. They also, on net, are more likely to report that it is getting...