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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 – 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...

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...

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