Charts of the Week (11.10.17)

Charts of the Week (11.10.17)

Expectations are for holiday spend to be up y/y and to shift more online y/y/      iPhone is in high demand for holidays. Nintendo Switch in higher demand than Xbox and PS4.   Wal-Mart tests out as a substantial disruptor to department stores (along...
Buyside Survey: AAPL

Buyside Survey: AAPL

Tickers: $AAPL Open Report: Bespoke – AAPL Buyside Survey Key Takeaways: Earnings Expectations: Majority of respondents expecting in-line, but more respondents are expecting a miss on EPS, revenue, guidance, and domestic and international iPhone units. Outlook:...
Quarterly Report – Brinker and Casual Dining

Quarterly Report – Brinker and Casual Dining

Tickers: $PNRA, $DNKN, $SBUX, $CMG, $EAT, $DPZ, $MCD, $SONC, $RRGB, $DRI, $TXRH, $YUM, $QSR, $DIN, $BWLD, $RT, $CAKE, $CBRL, $PZZA, $WEN Open Report: Bespoke – Brinker Menu and Casual Dining Competitive Dynamics Key Takeaways: Brinker Menu Changes Our data from...
Monthly Update – Movie Theaters Vol 2

Monthly Update – Movie Theaters Vol 2

Tickers: $AMC, $TWX, $IMAX, $CNK Open Report: Bespoke – Movie Theaters October Update Key Takeaway:  On the whole, while the data shows self-reported declines in going to the movies and preferences shifting toward streaming and watching content at home, it also...
Roundup (Week of Oct 27)

Roundup (Week of Oct 27)

Tickers: $GRPN, $AMZN, $W, $FB, $TWTR, $SNAP, $AAPL Online Retailers (Open Report) Groupon – They are executing well on key strategic initiatives including search engagement and mobile usage. Mobile is important because mobile purchase activity has been far more...