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(US) Macro Cross Currents | Inflections and Shifts
Passing along an update from our monthly tracker focusing on a range of macro cross-currents. In this wave, we broke out many of the charts that we typically express with weighted averages to provide more detailed insight. Open Report:Bespoke - US Macro...
(UK) Macro, Travel, Covid Vol 27 | Macro Negativity Climbs
Passing along the 27th volume of our tracker survey in the UK covering macro cross-currents, travel, and Covid. Please let us know if you have any questions about the report. Open Report:Bespoke - UK Macro, Travel, and Covid Vol 27Key Charts:
(China) Macro, Covid, Food Delivery, Luxury Goods, Athletic Apparel, Casual Dining, etc.
Passing along an update from our quarterly survey covering a range of macro and sector specific issues with consumers in China. Plesae note that in China, survey respondents tend to skew more urban (ie, tier 1/2/3 cities). Open Report:Bespoke - China Survey,...
(PTON, PLNT) Fitness Vol 24 | Gym Usage Up, At-Home Interest Continues To Slide
Passing along the 24th volume of our work on fitness, with deep focus on PTON and PLNT. Please let us know if you have any questions about the report. Open Report:Bespoke - Fitness Vol 24Key Takeaways and Charts:
(SFIX) Online Personal Styling, Volume 9
Passing along the 9th volume of our work on online personal styling. Please let us know if you have any questions about the report. Open Report:Bespoke SFIX Vol 9Key Takeaways and Charts:
(SPOT, SIRI, AAPL) Audio Vol 25
Passing along the 25th 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 25 Key Takeaways and Charts:
(AAPL) Domestic and China, Quarterly Survey Updates
Passing along the 39th volume of our work on consumer electronics in the US and the 30th volume of our work of our work on consumer electronics in China. Please let us know if you have any questions about the reports. Open Reports: Bespoke - Consumer Electronics...
(CMG, SBUX, DPZ, etc) Casual Dining Reports
Passing along new reports related to casual dining and some tracker data on a larger set of casual dining restaurants in excel. Please let us know if you have any questions about the reports. Open Report: Bespoke - CMG Vol 29Bespoke - DPZ Vol 13Bespoke - Coffee...
(TSLA, RIVN, Lucid, Firsker) EVs Domestic Survey Vol 8
Passing along the 8th volume of our work on EVs and Autos. This quarter we added questions around interest rates and pricing expectations. Please let us know if you have any questions. Open Report:Bespoke - EVs and Autos Vol 8Key Takeaways and Charts:
(DASH, UBER, Instacart) Food Delivery US and UK | Luxury or Necessity, Trading Up or Down, etc
Passing along updated volumes of our quarterly survey work focused on food delivery apps in the US and UK. Please let us know if you have any questions about the reports. Open Reports: Bespoke - US Food Delivery Vol 25Bespoke - UK Food Delivery Vol 18 Key...