by Bespoke Intel | Sep 20, 2023
Back in January, we published an article on Carvana named “Is Carvana Over? The Consumer Angle.” At the time the stock was trading at around $4.20 per share and there was serious concern that the company would have to file for bankruptcy. Since the time we...
by Bespoke Intel | Aug 28, 2023
With student loan repayments set to resume in October, there have been questions as to how individuals that are straddled with student debt will react to having to pay off their loans every month. How will discretionary spending change as they resume? What industries...
by Bespoke Intel | Aug 21, 2023
Of all of the eCommerce platforms that we run survey and pricing analysis on, Wayfair continues to show up as one that consumers are more likely to shop at episodically. A large plurality of Wayfair customers stated that they primarily purchase goods from the website...
by Bespoke Intel | 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,...
by Bespoke Intel | 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...
by Bespoke Intel | 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...
