by Bespoke Intel | Mar 24, 2020
Passing along a quick update from our monthly trackers on NFLX, DIS, and AAPL related to streaming wars. Please let us know if you have any questions. Open Report:Bespoke – Streaming Wars Update (March 2020)Key Takeaways: Key Charts:
by Bespoke Intel | Mar 18, 2020
Open Report:Bespoke – NKE Thesis FlagsKey Takeaways: Sneaker Purchasing is Shifting Direct, Driven by Millennials and Nike/JordanFootwear Purchasing is Shifting OnlineNike Customers Are Among The Most LoyalNike and Under Armour Flagged As “Up and Coming Brands”...
by Bespoke Intel | Mar 16, 2020
Open Report: Bespoke – W Thesis Analysis Key Takeaways Valuable Ad Space – Customers Over-Index To Using Sponsored Products/Ads.Online Furniture Purchasing is a Tailwind that is Still in Early InningsWayfair Brand Awareness and Customer Acquisition Has Legged...
by Bespoke Intel | Mar 13, 2020
Passing along a deck of thesis specific issues and feedback from our SNAP work. Also including below a database of all of our social media reports for reference/deeper dives.Open Report:Bespoke – SNAP Thesis DeckOpen Data Room:All SNAP ReportsKey Chart:
by Bespoke Intel | Mar 13, 2020
Passing along a focused research report on SPOT, flagging longer term positive trends backed by data from our surveys.Open Report:Bespoke – SPOT Positive TrendsSummarizing The Trends Discussed: Airpods Driving More Spotify UsageSpotify is Winning Podcasts and...
