BESPOKE INTEL | CLIENT RESEARCH PORTAL
TOOLS AND CONTENT (CLICK IMAGES TO VIEW RESEARCH)
RESEARCH FEED FROM THE BUYSIDE | THESIS DEBATES
(NFLX, DIS) Streaming Wars Update
Passing along a quick update from our monthly...
(Covid US) Full Breakdown, Macro Sentiment Shifts, Surge In Common Cold and Flu Complaints in December
Passing along a full macro and covid breakdown...
(Covid China) Full Breakdown, Consumption Shifts and Macro Concerns Persist
Passing along the full update from our China...
W vs. AMZN Identical Items Pricing Analysis
We spent some time finding 126 identical items...
(GDDY) Godaddy Quick Deck
Passing along a handful of slides on Godaddy...
(NKE) Well Positioned For The Long Term With Consumers
Open Report:Bespoke - NKE Thesis FlagsKey...
(W) Some Thesis Positives, With AMZN Cross-Shopping Looming
Open Report: Bespoke - W Thesis Analysis Key...
(SNAP) Thesis In Focus: TikTok, Filters and Lenses, Political Content, Age of Users, etc.
Passing along a deck of thesis specific issues...
(SPOT) Five Long-Term Positive Trends
Passing along a focused research report on SPOT,...
(SNE, MSFT, NTDOY, GME, AMZN) Video Gamers Vol 18, Domestic | PS5 Out To Early Lead Over Xbox Series
Passing along the 18th volume of our work on...
Click To Open Relevant Research
1. Social Media | iOS Privacy Notices Simulation
2. Streaming Video | Account Sharing, Covid Unwind
3. Fitness | PTON Tread Purchase Intentions
4. Furniture and Clothing | Post-COVID Demand Trend Shifts
5. Video Game Ecosystem | New Consoles
6. Used Cars | CVNA and Proclivity To Buy Used Online
7. Pharmacy | AMZN Pharmacy Interest
8. Big Box | Click and Collect (TGT and WMT)
9. Bitcoin and Retail Traders | Recurring Surveys
10. TSLA | Consumer Interest in EVs