BESPOKE INTEL | CLIENT RESEARCH PORTAL
TOOLS AND CONTENT (CLICK IMAGES TO VIEW RESEARCH)
RESEARCH FEED FROM THE BUYSIDE | THESIS DEBATES
(AMZN, APRN, Instacart, Shipt, Grocers) Surging Increases In Grocery Delivery
Passing along an update to our monthly trackers...
(LYV) Live Events and Tickets Update | Covid Impacts, Income Correlated With Greater Number of Events Attended Per Year
Passing along an update on our live events and...
(SNAP, FB, TWTR, PINS) Monthly Engagement and Behavior Mix Update, SNAP and TikTok Users Increasing Usage Most Because of Covid
Passing along a quick update on social media...
(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...
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