Each month, Bespoke runs a survey of 1,500 US consumers balanced to census.  In the survey, we cover everything you can think of regarding the economy, personal finances, and consumer spending habits.  We’ve now been running the monthly survey for more than two years, so we have historical trend data that is extremely valuable, and it only gets more valuable as time passes.  All of this data gets packaged into our monthly Bespoke Consumer Pulse Report, which is included as part of our Pulse subscription package that is available for either $39/month or $365/year.  We highly recommend trying out the service, as it includes access to model portfolios and additional consumer reports as well.  If you’re not yet a Pulse member, click here to start a 30-day free trial now!

Below we highlight the results of a question we ask regarding shopping at retailers for home improvement items, which is just one of literally hundreds of data points included in each monthly report.  Unlike much of our online retailers data, brick and mortar retailers (specifically those selling home improvement items) have recently seen stiffer competition with a tighter distribution among the top three retailers (Home Depot, Lowe’s and Wal-Mart).  However, there still seems to be a hierarchy among which are the most and least popular.  Home Depot (HD) consistently stands above the rest followed by Lowe’s (LOW) and Wal-mart (WMT), while laggerds in this space include Target (TGT) and Sears (SHLD).  It is also worth noting that for the most part these retailers typically move in the same direction from month to month.  In this most recent survey, we saw decreases in shopping for home improvement items across the board as the busy holiday season forces home-owners to spend elsewhere and hold off or pause their home improvement projects.

Our full November Pulse report has additional research on sales and activity, including data on groups like consumer electronics (AAPL, MSFT, etc.), social media (FB, TWTR, LNKD), streaming media (NFLX, AMZN), and much more.  If you’re not yet a Pulse member and want to see the full report, click here to start a 30-day free trial now!

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