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China Surveys | Macro, Covid, eCommerce, Apparel, Food Delivery, TSLA, etc
Passing along updates from our survey work with consumers in China. Please lets us know if you have any questions about the reports. Open Reports: Bespoke - China Macro, Covid, Food Delivery, TSLA, etc.Bespoke - China eCommerce, Vol 28 Key Charts:
(Macro, Covid, Bitcoin) Inflation Expectations Decline M/M
Passing along an update from our monthly survey tracking Covid sentiment, inflation expectations, and spending/personal finances sentiment. Open Report:Bespoke - Monthly Macro and Covid, April Key Takeaways and Charts: Inflation: 1 year inflation...
(JE, UBER, Deliveroo) Food Delivery UK Vol 16
Passing along the 16th volume of our work on food delivery and grocery in the UK. Please let us know if you have any questions about the report. Open Report:Bespoke - Food Delivery UK Vol 16Key Takeaways and Charts:
(SFIX) Online Clothing and Styling Vol 7
Passing along the 7th volume of our work on SFIX and peers. Please let us know if you have any questions about the report. Open Report:Bespoke - Online Personal Styling Vol 7 Key Takeaways and Charts:
(CMG, SBUX, DPZ) Casual Dining Deep Dives
Passing along updates to three deep-dive casual dining reports. Please let us know if you have any questions about the reports. Open Reports: Bespoke - CMG Vol 27Bespoke - DPZ Vol 11Bespoke - Coffee Vol 19 Key Takeaways and Charts:
(ZM) Video Calls Vol 9
Passing along the 9th volume of our work on video calls with consumers in the US. Please let us know if you have any questions about the report. Open Report:Bespoke - Video Calls Vol 9 ICYMI:SMB Video Calls Data Key Takeaways and Charts:
(ROKU, AAPL, AMZN) Streaming Players Vol 6
Passing along the 6th volume of our work on streaming players. Please let us know if you have any questions about the report. Open Report:Bespoke - Streaming Players Vol 6 Key Takeaways and Charts:
(Afterpay, Klarna, Affirm) BNPL, Vol 5
Passing along the 5th volume of our work on BNPL. Please let us know if you have any questions about the report. Open Report:Bespoke - BNPL Vol 5 Key Takeaways and Charts:
(TSLA, RIVN, Lucid, Firsker) EVs Domestic Vol 6
Passing along the 6th volume of our work on EVs. Please let us know if you have any questions about the report. Open Report:Bespoke - EVs and Autos Vol 6 Key Takeaways and Charts:
(AAPL) Consumer Electronics Domestic Vol 37 and China Vol 28
Passing along updates to our work on consumer electronics. Please let us know if you have any questions about the reports. Open Reports: - Bespoke - Consumer Electronics US- Bespoke - Consumer Electronics China Key Takeaways and Charts: