12 brands tracked with 24 consumer responses per brand (6 personas × 4 questions)
Amazon
AMZNOverall Sentiment
6.5
Neutral
Score Breakdown
NPS
6.5
Trend
5.5
Experience
6.0
Outlook
7.5
Stock Price
$210.01
▲ +2.09 (1.01%)
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
AAPLOverall Sentiment
4.8
Neutral
Score Breakdown
NPS
4.3
Trend
4.0
Experience
5.0
Outlook
6.0
Stock Price
$264.19
▼ -8.76 (-3.21%)
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
CMGOverall Sentiment
5.2
Neutral
Score Breakdown
NPS
5.3
Trend
4.5
Experience
5.5
Outlook
5.5
Stock Price
$37.23
▼ -0.82 (-2.16%)
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
KOOverall Sentiment
3.9
Negative
Score Breakdown
NPS
3.8
Trend
3.5
Experience
4.0
Outlook
4.5
Stock Price
$81.57
▲ +1.07 (1.33%)
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
LULUOverall Sentiment
4.9
Neutral
Score Breakdown
NPS
4.5
Trend
4.5
Experience
5.5
Outlook
5.0
Stock Price
$185.18
▼ -0.92 (-0.49%)
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
MCDOverall Sentiment
4.4
Neutral
Score Breakdown
NPS
5.5
Trend
3.5
Experience
4.5
Outlook
4.0
Stock Price
$341.07
▲ +6.54 (1.96%)
Key Insights
Convenience retained, but value erosion, quality inconsistency, digital friction
→Trend: Baseline
Microsoft
MSFTOverall Sentiment
5.8
Neutral
Score Breakdown
NPS
6.0
Trend
4.5
Experience
5.5
Outlook
7.0
Stock Price
$392.75
▼ -8.97 (-2.23%)
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
NKEOverall Sentiment
5.8
Neutral
Score Breakdown
NPS
6.5
Trend
5.0
Experience
6.0
Outlook
5.5
Stock Price
$62.19
▼ -1.76 (-2.75%)
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
SBUXOverall Sentiment
4.0
Neutral
Score Breakdown
NPS
3.5
Trend
4.0
Experience
4.5
Outlook
4.0
Stock Price
$98.03
▼ -0.05 (-0.05%)
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
TGTOverall Sentiment
5.8
Neutral
Score Breakdown
NPS
6.5
Trend
4.5
Experience
6.0
Outlook
5.5
Stock Price
$113.80
▼ -0.99 (-0.86%)
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
TSLAOverall Sentiment
3.5
Negative
Score Breakdown
NPS
3.5
Trend
3.0
Experience
4.5
Outlook
3.0
Stock Price
$402.52
▼ -6.06 (-1.48%)
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
WMTOverall Sentiment
5.5
Neutral
Score Breakdown
NPS
5.8
Trend
5.0
Experience
5.5
Outlook
5.5
Stock Price
$127.96
▲ +3.54 (2.85%)
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