Ditto Consumer Sentiment Tracker

Real consumer sentiment tracked weekly via synthetic research. Data updated every Monday.

12 brands tracked with 24 consumer responses per brand (6 personas × 4 questions)

Amazon

AMZN
Overall Sentiment
6.5
Neutral
Score Breakdown
NPS
6.5
Trend
5.5
Experience
6.0
Outlook
7.5
$247.88
▲ +0.51 (0.20%)
Key Insights
Pragmatic utility for urgent needs, BUT trust eroded by search clutter, review skepticism, Prime pressure, delivery issues; easy returns sustain use, 'cart-splitting' behavior emerging
Trend: Baseline

Apple

AAPL
Overall Sentiment
4.8
Neutral
Score Breakdown
NPS
4.3
Trend
4.0
Experience
5.0
Outlook
6.0
$260.39
▲ +1.02 (0.39%)
Key Insights
Premium pricing ($600-800 vs Android), expensive repairs, subscription creep (iCloud), ecosystem lock-in, BUT quality/privacy/family features retain consideration
Trend: Baseline

Chipotle

CMG
Overall Sentiment
5.2
Neutral
Score Breakdown
NPS
5.3
Trend
4.5
Experience
5.5
Outlook
5.5
$40.32
▲ +0.21 (0.52%)
Key Insights
Convenience sustains usage but value erosion (guac upcharge, price creep), portion inconsistency (especially app orders), quality variability (gummy rice, dry chicken, bland salsa), digital friction (tipping prompts, pickup chaos), lingering food-safety distrust
Trend: Baseline

Coca-Cola

KO
Overall Sentiment
3.9
Negative
Score Breakdown
NPS
3.8
Trend
3.5
Experience
4.0
Outlook
4.5
$70.38
▼ -0.13 (-0.19%)
Key Insights
Occasional treat not daily choice, universal health concerns (sugar/calories), brand tax vs store brands, household friction (spills/waste); Hispanic consumers retain situational loyalty, zero-sugar fails to convert
Trend: Baseline

Lululemon

LULU
Overall Sentiment
4.9
Neutral
Score Breakdown
NPS
4.5
Trend
4.5
Experience
5.5
Outlook
5.0
$210.19
▲ +6.29 (3.08%)
Key Insights
Price is 'decisive barrier' universally, quality slip (pilling/fit drift) erodes premium justification, operational strengths (free hemming/returns) preserve goodwill, resale dominant access channel, digital/store friction creates abandonment
Trend: Baseline

McDonald's

MCD
Overall Sentiment
4.4
Neutral
Score Breakdown
NPS
5.5
Trend
3.5
Experience
4.5
Outlook
4.0
$306.82
▼ -0.49 (-0.16%)
Key Insights
Convenience retained, but value erosion, quality inconsistency, digital friction
Trend: Baseline

Microsoft

MSFT
Overall Sentiment
5.8
Neutral
Score Breakdown
NPS
6.0
Trend
4.5
Experience
5.5
Outlook
7.0
$478.17
▼ -1.11 (-0.23%)
Key Insights
Excel/compatibility anchor pragmatic loyalty, BUT forced updates/restarts, persistent nags (OneDrive/Edge/Copilot/sign-in), subscription fatigue, Teams instability, localization gaps create abandonment
Trend: Baseline

Nike

NKE
Overall Sentiment
5.8
Neutral
Score Breakdown
NPS
6.5
Trend
5.0
Experience
6.0
Outlook
5.5
$66.10
▲ +0.18 (0.27%)
Key Insights
Discount-dependence universal (buy only on sale/outlet), day-one comfort sustains trial but durability mixed (kids' shoes fail fast), sizing inconsistent (narrow fit, size-up needed), app/privacy fatigue, climate split (cold needs traction/heft, warm values quick-dry), easy returns buffer negatives
Trend: Baseline

Starbucks

SBUX
Overall Sentiment
4.0
Neutral
Score Breakdown
NPS
3.5
Trend
4.0
Experience
4.5
Outlook
4.0
$89.84
▲ +0.96 (1.08%)
Key Insights
Poor coffee taste universal (burnt/over-roasted/too sweet), price/value mismatch vs home-brew/local cafés, digital friction (app nags, rewards complexity, tip screens), inconsistent execution, trust/sustainability skepticism; convenience (ubiquity, early hours, restrooms, mobile) provides floor but declining advocacy
Trend: Baseline

Target

TGT
Overall Sentiment
5.8
Neutral
Score Breakdown
NPS
6.5
Trend
4.5
Experience
6.0
Outlook
5.5
$106.28
▲ +0.76 (0.72%)
Key Insights
Drive Up loyalty anchor, painless returns, clean stores BUT price creep vs discounters, locked cases, self-checkout jams, inventory inaccuracies, thin staffing create 'time tax'
Trend: Baseline

Tesla

TSLA
Overall Sentiment
3.5
Negative
Score Breakdown
NPS
3.5
Trend
3.0
Experience
4.5
Outlook
3.0
$452.14
▲ +7.13 (1.60%)
Key Insights
Lowest score (3.5/10) - highly contextual fit (strong urban/home charging, weak rural/cold); charging/service infrastructure gaps override product delight, cold weather amplifies weaknesses, cost volatility erodes value
Trend: Baseline

Walmart

WMT
Overall Sentiment
5.5
Neutral
Score Breakdown
NPS
5.8
Trend
5.0
Experience
5.5
Outlook
5.5
$118.25
▲ +3.71 (3.24%)
Key Insights
'Pragmatic loyalty' - use for price not preference, operational friction (locked cases, checkout jams, out-of-stocks), perishables quality concerns, app/digital disconnect
Trend: Baseline

Methodology

Each brand is evaluated weekly by 6 synthetic personas representing US adults aged 25-55. These digital twins are calibrated to match real population behavior with 95% correlation to traditional research.

Standard Questions:

  1. How likely are you to recommend this brand? (NPS Proxy)
  2. Compared to 6 months ago, do you feel more positive or negative? (Trend)
  3. When did you last interact? How was that experience? (Recent Experience)
  4. Do you think this brand will be more or less successful in the next year? (Outlook)

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Disclaimer

This is not investment advice. The information provided on this tracker is for informational and educational purposes only. Consumer sentiment data and stock information should not be construed as recommendations to buy, sell, or hold any securities. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.