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(Afterpay, Klarna, Affirm, AAPL, PYPL) BNPL and Payments, Vol 8 | Cohort Analysis
Passing along the 8th volume of our work on BNPL with some expanded questions around payment preferences and some cohort analysis on the back end of the report. Please let us know if you have any questions about the report. We have another mobile payments survey that...
(TSLA, LCID, RIVN) EVs and Autos Vol 9
Passing along the 9th volume of our EVs and Autos survey, with an expanded set of questions included this quarter. Open Report:Bespoke - EVs and Autos Vol 9Key Takeaways and Charts:
(China) Macro, Covid, TSLA, NKE, Food Delivery, Casual Dining, etc
Passing along an update to our quarterly survey tracker in China, fielded in mid-January. Please let us know if you have any questions about the deck. Keep in mind that our China survey skews urban (ie, more respondents from Tier 1, 2, and 3 cities. Open...
(AAPL) Domestic and China, Vols 40 and 31
Passing along the 40th volume of our survey focused on AAPL in the US and the 31st volume of our survey focused on AAPL in China. Open Reports: Bespoke - AAPL Domestic Vol 40Bespoke - AAPL China Vol 31 Key Charts: AAPL Domestic Key Charts: AAPL...
(TEMU) Deep-Dive and Cohort Analysis, New Coverage
Passing along a new report for us focused on Temu, an emerging/growing eCommerce platform in the US. Please let us know if you have any questions about the report. Open Report:Bespoke - TEMU Vol 1Key Takeaways and Charts:
(AMZN, ETSY, W, OSTK, EBAY) Online Retailers Vol 40
Passing along the 40th volume of our work on eCommerce in the US. Please note that we added Temu to some of the competitive dynamics questions this quarter and will have a follow-up note coming today with a deep-dive on the Temu platform. Open Report:Bespoke -...
(PTON, PLNT) Fitness Vol 25
Passing along the 25th volume of our quarterly survey on fitness, with a focus on PTON and PLNT. Please let us know if you have any questions about the report. Open Report:Bespoke - Fitness Vol 25Key Takeaways and Charts:
(META, SNAP, GOOG, PINS) Consumers, Ad Execs, and Quant Cuts
Passing along updates to three of our social media reports (US Consumers Quarterly, US Consumers "Quant Cuts", and Advertising Execs). Please let us know if you have any questions about the reports. Open Reports: Bespoke - Social Media Monthly Quant Cuts...
(SPOT, SIRI, AAPL) Audio Vol 26
Passing along the 26th volume of our work on audio, with a focus on SPOT, SIRI, and AAPL. Please let us know if you have any questions about the report. Open Report:Bespoke - Audio Vol 26Key Takeaways and Charts:
(SFIX) Online Personal Styling Vol 10
Passing along the 10th volume of our work on SFIX. Please let us know if you have any questions. Open Report:Bespoke - SFIX Vol 10Key Takeaways and Charts: Among respondents who have tried Stitch Fix, sentiment/NPS is constructive.Among non-users, awareness...