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(M, KSS, BURL, TJX, AMZN, etc) Department Stores and Clothing Vol 30
Passing along the 30th volume of our work on department stores and clothing retail.Open Report:Bespoke - Department Stores Vol 30.pdf3.4 MBKey Takeaways and Charts:
Inflation Expectations Data Point
Passing along a couple quick updates on consumer expectations around inflation and likelihood of an economic boom/bust.
(BBWI) Bed Bath and Peers, Vol 3
Passing along the 3rd volume of our work on BBWI and peers.Open Report:Bespoke - Bath and Body Works Vol 3.pdf2 MBKey Takeaways and Charts:
(AFRM, Afterpay, Klarna) BNPL Supplemental Survey, Vol 3
Passing along the 3rd volume of a follow-up / supplemental survey that we run on BNPL. Open Report:Bespoke - BNPL Supplemental Survey (Vol 3).pdf1.4 MB BNPL Quarterly Report (January 2023):Bespoke - BNPL and Payments, Vol 8.pdf3.5 MB Key Charts:
(SIX, SEAS, DIS, CCL, RCL) Theme Parks and Cruises Survey, Vol 1 | New Coverage
Passing along a new survey report added to our coverage this quarter focused on theme parks and cruises.Open Report:Bespoke - Theme Parks and Cruises, Vol 1.pdf3.8 MB
(ABNB, OTAs) Travel Survey, Vol 3
Passing along the 3rd volume of our work on ABNB and travel. Please let us know if you have any questions about the deck.Open Report:Bespoke - ABNB and Travel, Vol 3.pdf2 MBKey Takeaways and Charts:
(CROX) Crocs and Heydude, Vol 7
Passing along the 7th volume of our work on CROX. Please let us know if you have any questions. Open Report:Bespoke - CROX (Vol 7).pdf240 KB Key Charts:
(DKNG, PENN, MGM, CZR) Super Bowl Gambling Survey, Sports Gambling Vol 6
We ran a quick survey yesterday (Friday) on 250+ consumers who told us they either already have placed bets on the Super Bowl, or plan to gamble on the Super Bowl. In addition to asking about gambling app usage for the Super Bowl, we asked consumers betting on the...
(GOOG, MSFT) ChatGPT, AI Chat, Search Journeys | Vol 2
Passing along the second volume of our work on consumer search journeys. This wave, we added a battery of questions focused on AI chat within search. Please let us know if you have any questions, or if you have any suggestions on things we should add to future waves...
(META, GOOG, SNAP, TikTok) Ad Load Sensitivity and Sentiment Testing
Passing along a new survey we ran this week on respondents who watch continuous videos (ie, one video after another) on various social media platforms. Open Report:Bespoke - Social Media Ad Load TestingKey Takeaways and Charts: