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(FB, TikTok, SNAP) Quant Cuts Update
Passing along an updated cut of analysis from our monthly data trackers on social media platforms, with cross-tab analysis. We will be refreshing our quarterly consumer and ad execs deep dive surveys next week. Open Report:Bespoke - Social Media Quant Cuts March...
(Inflation, Gas Prices, Covid, Consumer Confidence, etc) US Monthly Update
Passing along an update from our monthly tracker. This data was collected from 3/10-3/16, which makes it a very fresh look at how the consumer is feeling at the moment. Open Report:Bespoke - US Macro and Covid (March Update) Key Takeaways: Covid concerns dropped to a...
(NFLX) Account Sharing Data Analysis
With news breaking yesterday that NFLX is testing a new feature that will raise prices for account sharing (article here), we wanted to highlight some of the data we have collected related to account sharing and how NFLX users would respond if there was a crackdown on...
Identical Item Pricing Analysis – AMZN vs. W | AMZN Gets Less Expensive Relative to Last Q
Passing along the 6th volume of our pricing analysis work of identical items found on both AMZN and W (summary of results displayed below with images of the identical items side-by-side in the link). We also re-flag below slides from our online retailers report in...
(DKNG, PENN, Fanduel) Sports Gambling Vol 2
Passing along the 2nd volume of our survey on Sports Gambling apps. Please let us know if you have any questions about the deck. Open Report:Bespoke - Sports Gambling Vol 2 Re-Flag:Bespoke - Sports Gambling Super Bowl Update Key Charts:
(SE, MSFT, SONY, NTDOY, GME, AMZN, FB, SNAP, TWTR) Video Games Vol 26
Passing along the 26th volume of our work on video games in the US. Please let us know if you have any questions about the deck. Open Report:Bespoke - Video Gamers Vol 26 Key Takeaways:
(DKS, ASO, FL) Sporting Goods Vol 3
Passing along the third volume of our work on sporting goods retailers. Please let us know if you have any questions about the report. Open Report:Bespoke - Sporting Goods Retailers Vol 3 Key Charts:
(FB, TikTok, Peers) Quant and Qual, Deep Cuts
Passing along some deep cuts analysis we ran on our monthly social media trackers (fresh data from February included) and a follow-up qualitative survey that we ran over the past week. Open Reports: Bespoke - Social Media Quantitative Cuts (Feb 22)Bespoke - Social...
(Inflation) Consumer Expectations Continue To Run Hot | Feb Update
Passing along some fresh new data from our Feb monthly survey and some deeper dive feedback from a quarterly survey focused on consumers and inflation. Open Report:Bespoke - Inflation Feedback (Feb 22 Update) Key Charts:
Covid Concerns, Consumer Confidence, Bitcoin Interest | Monthly Update, Feb 22
Passing along some additional monthly updates from our tracker. Open Report:Bespoke - Monthly Data Update Key Takeaways and Charts: Covid concerns came down considerably m/m.Consumer confidence overall and sentiment toward spending plans has softened in recent...