BBWI | In-Store Experience in a World Shifting Online

by | Aug 17, 2023

Consumer opinions of BBWI have typically been relatively positive in our survey. The customer base has been with the brand for a while and it has strong unaided and aided awareness across multiple categories. In the past year, NPS has pulled back a touch, but in all,...

TEMU is Hungry

by | Aug 16, 2023

If you cover consumer in any way shape or form and don’t know about Temu, what kind of rock have you been living under? We first heard of Temu late last year. We didn’t know much about it at the start – just that it was a really fast growing app and...

Buyside Analysts Are Not Normal

by | Aug 15, 2023

We’ve all seen or heard the saying a number of times in investing circles… something to the effect of, if you are right and everyone else is wrong, it really doesn’t matter that you are right until eventually everyone else realizes it. If that moment...