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Bespoke – UK Food Delivery, Vol 22
Bespoke-UK-Food-Delivery-Vol-22Download
Bespoke – UK Retail and Macro
Bespoke-UK-Retail-and-Macro-Vol-31Download
Bespoke – China eCommerce
Bespoke-China-eCommerce-Vol-33Download
Bespoke – China Macro and Retail
Bespoke-China-Macro-Retail-and-Internet-October-2023-Update-1Download
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...



