(M, KSS, BURL, TJX, AMZN, Shein, FTCH, etc) Department Stores and Clothing Vol 28
Passing along the 28th volume of our work on department stores and clothing retailers. Please let us know if you have any questions about the deck.
Open Report:Bespoke – Department Stores and Clothing Retailers Vol 28
Key Takeaways and Charts:
(TGT, WMT, Dollar Stores) Low Cost Retailers Vol 27
Passing along the 27th volume of our work on low cost retailers. Please let us know if you have any questions about the report.
Open Report:Bespoke – Low Cost Retailers Vol 27 (TGT, WMT, Dollar Stores)
Key Takeaways and Charts:
(DKNG) Sports Gambling Vol 4
Passing along the 4th volume of our survey work on sports gambling. Please let us know if you have any questions about the report.
Open Report:Bespoke – Sports Gambling Vol 4
Key Charts:
(WEBR, COOK) BBQ Grills Vol 3
Passing along the third volume of our survey work focused on BBQ grills. Please let us know if you have any questions about the deck.
Open Report:Bespoke – BBQ Grills Vol 3
Key Takeaways and Charts:
(DKS, ASO, NKE, FL) Sporting Goods Retail Vol 4 | Importance of Pricing Increasing
Passing along the 4th volume of our work on sporting goods retailers. Please let us know if you have any questions about the deck.
Open Report:Bespoke – Sporting Goods Retail Vol 4
Key Takeaways and Charts:
(SQ, PYPL, Chime, Venmo, Crypto, etc) Mobile Payments and Financial Products Vol 16
Passing along the 16th volume of our work on mobile payments apps and crypto/investments with a deep dive on Cash App and BNPL.
Open Report:Bespoke – Mobile Payments and Crypto Vol 16
Key Takeaways and Charts:
(BBWI) Deep Dive Survey | New Coverage
Passing along a report from a new survey we added this quarter designed to focus on BBWI. If you have any thoughts / suggestions for questions we should add to the next wave of this survey, please let us know!
Open Report:Bespoke – BBWI Deep Dive Vol 1
(Macro) Inflation Expectations and Impacts Survey
Passing along an updated read for a set of questions we ask consumers periodically about inflation (since October of 2021). Please let us know if you have any questions about the slides.
Open Report:Bespoke – Inflation Expectations, With Cross-Tabs
Other Related Resources:
Key Charts:
(W, AMZN) Identical Item Pricing Analysis, August Update
Passing along an update from our ongoing pricing analysis of identical items found on both Amazon and Wayfair. Each quarter we visually match identical items on both Amazon and Wayfair and record the price for each. Whenever an item is removed from either Amazon or Wayfair, we find a new identical item to take its place.
Open Report:Bespoke – AMZN vs. W Identical Item Pricing Analysis
Survey Work Re-Flag:Bespoke – Online Retailers Report
*In this survey, we ask consumers about how often they cross-over in their shopping between Amazon and Wayfair and what their perceptions are toward the former and latter when it comes to price, selection, and visualization.
Key Charts:
(Macro) Income Cross-Tabs | Spending, Inflation, Employment, Sentiment, etc.
Passing along some cross-tab analysis that we wrapped up today on our macro KPIs by income level.
Open Report:Bespoke – US Monthly Macro Data By Income Level
Key Charts:
