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Research Feed
(DIS, SIX, SEAS, FUN) Theme Parks, Vol 13
Bespoke-Theme-Parks-Vol-12Download
(ABNB and OTAs) Travel Survey, Vol 13
Bespoke-ABNB-Vol-13Download
Inflation Expectations and Boom or Bust Sentiment
Bespoke-Inflation-Expectations-Quarterly-Tracker-November-2025Download
(BYND, Impossible) Meat Alternatives Survey, Vol 27
Bespoke-Meat-Altneratives-Vol-27Download
(CROX) Crocs Deep Dive, Vol 18
Bespoke-CROX-Deep-Dive-Vol-18Download
(RH, WSM, ARHS, CSPR, PRPL, etc) Furniture and Mattresses Survey, Vol 38
Bespoke-Furniture-and-Mattresses-Vol-38Download
(NKE, CROX, SKX, ONON, FL, AMZN, LULU) Footwear and Apparel Vol 38
Bespoke-Footwear-and-Athleisure-Vol-38Download
(UBER, LYFT) Ride Sharing, Vol 27, Network Effects
Bespoke-Ride-Sharing-and-Food-Delivery-Vol-27Download
(CHWY, AMZN, FRPT) Pet Retail, Vol 30
Bespoke-Pet-Retail-Vol-30Download
(DKS, ASO, Fanatics, FL) Sporting Goods, Vol 14
Bespoke-Sporting-Goods-Vol-15Download
