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(DPZ, CMG, SBUX, DNKN) Casual Dining Ticker Specific Reports
Passing along three new deep dive casual dining reports focused on DPZ, CMG, and SBUX/DNKN. Please let us know if you have any questions about the reports. Open Reports:Bespoke - DPZ, CMG, and SBUX/DNKN Key Takeaways: - Self-reported engagement with casual dining took...
(SFIX) Online Styling Vol 5
Passing along the 5th volume of our work focused on SFIX and online personal styling. Please let us know if you have any questions about the report. Open Report:Bespoke - SFIX Vol 5
(UBER, DASH, GRUB, JE) Food Delivery US and UK
Passing along the 21st volume of our food delivery work in the US and the 14th volume of our food delivery work in the UK. Please let us know if you have any questions about the reports. Open Report:Bespoke - US Food Delivery Vol 21 Open Report:Bespoke - UK Food...
(AMZN, WF, APRN, Instacart) Interesting Inflections in Grocery Delivery and Mealkits
Passing along an update to our monthly tracking of online grocery, grocers, and meal kits. The data is showing some interesting movements in the past couple months; we also include some deeper cohort diligence on Instacart.Open Report:Bespoke - Online Grocery,...
(BMBL, MTCH, Tinder, Competitors) Female Deep Dive and Monthly Tracker
Passing along results to two different surveys focused on online dating combined into a single deck. The first part of the deck is from a survey of 1,500 females balanced to US census and the final couple slides are from our monthly tracker balanced to US census...
(Covid, Macro, Bitcoin) US Monthly Tracker
Passing along the September update to our monthly tracking survey of 1,500 US consumers balanced to census focused on Covid concerns, Macro trends, and investors/bitcoin. Please let us know if you have any questions about the slides.Open Report:Bespoke - US Monthly...
(ULTA, HNST, AMZN, etc) Beauty, Skincare, and Personal Products
Passing along some new coverage from a recent survey of women balanced to US census. Please let us know if you have any questions about the slides. Open Report:Bespoke - Beauty, Skincare, and Personal Products Key Takeaways and Charts:
(SIG, PNDRA, TIF) Jewelry Trends and Cohort Analysis
Passing along some data we collected over the past week on jewelry demand trends from a survey of 1400+ US Females balanced to census. Please let us know if you have any questions about the report. Open Report:Bespoke - Jewelry Trends and Cohort Analysis (Female...
(CHWY, AMZN) Identical Item Pricing Analysis, Vol 3 | Gradual Sequential Shift
Passing along the 3rd iteration of our pricing analysis work on identical items found on both Chewy and Amazon. We try to keep the items consistent each wave, but whenever they are discontinued and no longer findable on a platform we swap it out for a new identical...
(RBLX) 8-18 Year-Old Players, New Coverage
Passing along results from new coverage added this past week focused on RBLX. Please let us know if you have any questions about the deck. Open Report:Bespoke - RBLX Report Key Takeaways and Charts: