Who at a fund uses consumer research, and for what?
The same study answers different questions depending on who asks it.
- Where do consumer analysts get consumer data before earnings?
For consumer and TMT analysts and PMs: get consumer answers to the variable your thesis turns on, as hard numbers you can put in the model, not another report.
- How do PE deal teams test customer demand before an LOI?
For PE deal teams: test the customer assumptions in a management case early, by segment, before the IC memo leans on them. What to ask, and the limits.