by Bespoke Intel | Jun 8, 2020
The Setup:Investors are closely focused on studying pricing dynamics and cross-shopper perceptions between Wayfair and Amazon for identical items. Why This Matters:Simply put: If cross-shoppers notice cheaper prices on Amazon, they’d be more likely over-time to...
by Bespoke Intel | Jun 5, 2020
The Set Up:We have been tracking usage mix on the SNAP app over a number of months to see if usage behavior is shifting Why it is important:Stories and discover are more easily monetized than messaging, so a shift in usage toward stories and discover would be a...
by Bespoke Intel | Jun 1, 2020
The Set-Up:AAPL is trading near all-time highs and expectations have been lofty for the upcoming iPhone 12 launch. Thesis Based Questions:1. Will financial distress caused by Covid and “shelter-in-place” / social distancing create an unexpected headwind?...
by Bespoke Intel | Feb 19, 2020
The Set-Up: W is off some ~53% from all-time highs set in March of 2019. Rising costs, increased competition, and China concerns have investors worried about growth prospects. Thesis Based Questions:1. What percentage of Wayfair customers cross-shop Amazon for the...
by Bespoke Intel | Oct 29, 2019
GRUB is off 40%+ today following yesterday’s earnings release. After parsing through managements’ commentary we thought it might be helpful to validate some of their comments. The two pieces we are going to focus on are: GRUB referenced competition...
by Bespoke Intel | Oct 28, 2019
Third party delivery apps have come more into buyside focus recently. The disruption being brought to the space will create inflection points for winners and losers. We have useful insights with history on casual dining, third party delivery, meal kits, grocery...
