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Ride Sharing (UBER, LYFT) and Streaming Players (ROKU)
Passing along two quarterly report updates on ride sharing and streaming players. Also re-flagging our food delivery report since it is relevant for UBER. Open Reports:Data Room
Furniture, Mattresses, Home Furnishings – Three Reports
Passing along quarterly updates to our work on furniture, mattresses, and home furnishings. Please let us know if you have questions about any of the reports. Open Reports:Data Room Noteworthy Charts:
(ZG, OPEN, Offerpad) Online Real Estate Vol 11
Passing along the 11th volume of our quarterly work on online real estate. Please let us know if you have any questions about the deck. Open Report:Bespoke - Online Real Estate Vol 11 Key Takeaways and Charts:
(SPOT, SIRI, AAPL) Audio Vol 21
Passing along the 21st volume of our work on audio platforms. Please let us know if you have any questions about the deck. Open Report:Bespoke - Audio Vol 21 Key Takeaways and Charts:
(PTON, PLNT, IFIT) Fitness Vol 20
Passing along the 20th volume of our quarterly survey work on fitness. Please let us know if you have any questions about the report. Open Report:Bespoke - Fitness Vol 20 Key Takeaways and Charts:
(US Macro and Covid) Inflation Expectations, Bitcoin, Spending Plans, etc
Passing along an update from our monthly survey focused on macro dynamics and Covid sentiment/behaviors. Please let us know if you have any questions about the deck. Open Report:Bespoke - October Macro and Covid Tracker, US Key Takeaways and Charts: 1. Covid concerns...
(GOOG, FB, AMZN, TWTR, SNAP, etc) Social Media Ad Execs Vol 15
Passing along results from the 15th volume of our quarterly survey of advertising executives. Let us know if you have any questions about the report. Open Report:Bespoke - Social Media Ad Execs Vol 15 Key Takeaways and Charts:
(AAPL) Consumer Electronics Domestic Vol 35
Passing along the 35th volume of our work on consumer electronics / AAPL in the US. Please let us know if you have any questions about the report. Open Report:Bespoke - AAPL Domestic Vol 35 Key Takeaways and Charts:
(China Data) Luxury, Xingjiang Cotton Incident, eCommerce, AAPL, Macro, and Covid
Passing along a handful of reports (5) from ongoing and recently added survey work with consumers in China. Please let us know if you have any questions about any of the reports. Open Reports:Data Room Key Charts:
(ZM) Video Calls Vol 7
Passing along the 7th volume of our work on video calls. Please let us know if you have any questions about the report. Open Report:Bespoke - Video Calls Vol 7 Key Takeaways and Charts: