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(Covid) China July Update | Still Concerns, But Sequential Improvement
Passing along an update to our covid/macro tracker in China. Please let us know if you have any questions about the report. Open Report:Bespoke - China Covid and Macro July UpdateKey Takeaways and Charts:
(AAPL) China Vol 21 | iPhone 12 and 5G Interest Strong, But Desire To Support Domestic Is Growing
Passing along an updated volume of our work in China on AAPL and competitors. Please let us know if you have any questions about the report. Open Report:Bespoke - AAPL China Vol 21Key Takeaways and Charts:
Casual Dining (25+ Tickers) Trend Deck and Raw Data File
Open Report:Bespoke - Casual Dining Overall Trends Open Data File:Company Specific Data Trackers Key Takeaways:
(ZM, MSFT, WORK, GOOG) Video Calls Vol 2
Open Report:Bespoke - Video Calls Vol 2 Key Takeaways and Charts:
(UBER, LYFT) Ride Sharing Vol 19
Open Report:Bespoke - Ride Sharing Vol 19Key Takeaways and Charts:
(UBER, GRUB, DoorDash) Food Delivery Vol 16
Open Report:Bespoke - Food Delivery Vol 16 Key Takeaways and Charts:
(AAPL) Domestic Vol 30 | iPhone 12 and 5G Feedback Mixed, Wearables Feedback Strengthening
Open Report:Bespoke - AAPL Domestic Vol 30 Key Takeaways and Charts:
(SBUX, DNKN, MCD) Coffee Vol 10 | At-Home Brewing Gains During Pandemic
Open Report:Bespoke - Coffee Vol 10 Key Takeaways and Key Charts:
(SNAP, FB, TWTR, PINS) India Social Media Vol 4 | TikTok Ban, SNAP Discover Tracker
Open Report:Bespoke - Social Media India Vol 4 Key Takeaways and Key Charts:
(CMG) Vol 19 | Mobile Ordering, Guac Attach Rate, etc
Open Report:Bespoke - CMG Vol 19 Key Takeaways and Charts: