Bespoke Intel Subscription Coverage

TMT / INTERNET

Sectors Covered
  • Quarterly Deep Dive Surveys and Monthly Trackers
  • Consumer Electronics: AAPL, AMZN, GOOG, BBY, FIT, GPRO
  • International Consumer Electronics: AAPL
  • Online Dating: MTCH, IAC
  • Online Real Estate: AWAY, TRLA, Z
  • Online Retail: AMZN, ETSY, GRPN, EBAY, W
  • International E-Commerce: ZAL, ASOS, BABA, AMZN
  • Online Travel: EXPE, OWW, PCLN, SEAS
  • Online Reviews: YELP, GOOG, TRIP
  • Online Auto Information: TRUE, AUTO
  • Service Providers: VZ, T, TMUS, S, DISH, DTV, CMCSA
  • Social Media: FB, SNAP, TWTR, LNKD, Instagram
  • Streaming Video: NFLX, AMZN, ROKU
  • International Streaming Video: NFLX
  • Pay TV: VIAB, CBS, DIS, FOXA, TWX, LGF
  • Mobile Payments: PYPL, Venmo
  • Ride Sharing Apps: Uber, Lyft
  • Video Game Retailers: GME, AMZN, BBY
  • Video Game Consoles: NTDOY, SNE, MSFT
  • Video Game Publishers: TTWO, ATVI

DISCRETIONARY RETAIL / STAPLES

Sectors Covered
  • Quarterly Deep Dive Surveys and Monthly Trackers
  • Airlines: AAL, DAL, JBLU, LUV, UAL
  • Athleisure: GPS, LB, LULU, NKE, UA
  • Automakers: F, GM, NSANY, TM, TSLA, HOG
  • Casual Dining: CMG, DNKN, MCD, SBUX, SHAK, WEN, YUM, EAT
  • Department Stores: DDS, JCP, JWN, KSS, M, GPS, BURL, ROSS, TJX
  • Footwear: DECK, FL, TSA, DKS, ADS, UA, SKX, AMZN
  • Health/Pharmacy Retail: CVS,RAD, WAG
  • Home Improvement: HD, LOW, SHLD, TGT, WMT
  • Home Furnishings: RH, ETH
  • Jewelers: SIG, TIF, PNDORA
  • Low Cost Retail: WMT, TGT, FDO, DG, DLTR, FIVE, COST
  • Women’s Specialty Retail: COH, KORS, ULTA
  • Grocers and Mealkits: WFM, KR, WMT, COST, APRN
  • Gym Chains: PLNT, CLUB
  • Mattresses: MFRM, TPX
  • Children’s Clothing: PLCE, GPS, CRI
  • Consumer Packaged Goods: GIS, K, CPG, SJM, PEP, PG, JNJ, EL, CL, KO
  • Movie Theaters: AMC, IMAX, RGC, CNK
  • Rental Car Companies: CAR, HTZ

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