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(China Covid and Macro) Uptick in Concern Q/Q, Food Delivery Usage Grows
Passing along an update to our trackers in China on Covid feedback, macro sentiment, and consumer behaviors. Please let us know if you have any questions about the report. Open Report:Bespoke - China Covid and Macro August 2021 Key Takeaways and Charts:
(NFLX) Video Games Cross-Tabs | Value Boost, Especially For Younger Subscribers
Passing along some additional data we collected on Netflix and the eventual introduction of mobile games on the platform. Please let us know if you have any questions about the deck or the cross-tab analysis. Open Report:Bespoke - NFLX and Mobile Games Cross-Tabs Key...
(CVNA) Online Used Autos Vol 4 | Slowly Shifting Preferences
Passing along the 4th volume of our work focused on proclivity to buy used cars online. Open Report:Bespoke - Online Autos Vol 4 (CVNA) Key Takeaways and Charts:
(UBER, LYFT) Ride Hailing Vol 10 | Bundling Analysis
Passing along the 10th volume of our work on Uber and Lyft. Please let us know if you have any questions about the report. Open Report:Bespoke - Ride Hailing Vol 10 (UBER, LYFT) Other Related Resources:Food Delivery Reports Key Takeaways and Charts:
(JD, PDD, BABA) China eCommerce Vol 25 | Spending Confidence Improving
Passing along the 25th volume of our work on eCommerce in China. Please let us know if you have any questions about the report. Open Report:Bespoke - China eCommerce Vol 25 Key Takeaways and Charts:
Furniture, Home Furnishings, and Mattresses Reports
Passing along new decks on the following topics: Furniture, Home Furnishings, and Mattresses. Please let us know if you have any questions about the reports. Open Reports:Bespoke - Reports Access Key Takeaways: MattressesThough the gains of online mattresses have...
(ZG, RDFN, OPEN, OPAD) Online Real Estate Vol 10
Passing along the 10th volume of our work on online real estate platforms. Open Report:Bespoke - Online Real Estate Vol 10 Key Takeaways and Charts:
(FL, NKE, ADDYY, SKX, UA, AMZN, VFC, LULU, GPS) Footwear and Athletic Clothing Volume 21
Passing along the 21st volume of our work on footwear and athletic clothing. Please let us know if you have any questions. Open Report:Bespoke - Footwear and Athletic Clothing Vol 21 ICYMI:Other Related Reports (CROX and Pandemic Weight Gain and Clothing) Key...
Return To Work, Work From Home, Clothing Demand Changes, and Commuting Impacts on Behavior
Passing along some new coverage we added to get a sense for how aggressively unemployed folks are in their efforts to land a new job and to understand how both working from home and weight gain during the pandemic has impacted clothing demand and broader consumer...
(Fast Fashion) Shein’s Growing Popularity, and Competitive Dynamics Analysis
With Shein's growing popularity in the US (WSJ Article), we ran a survey to help identify which competitive platforms have the most cross-over with Shein's customer base. Please let us know if you have any questions about the slides.Open Report:Bespoke - Fast Fashion...