RESEARCH PORTAL
Research By Ticker
- All
- AAPL
- ABNB
- ADDYY
- AFRM
- ALC
- AMC
- AMZN
- ASO
- BABA
- BBY
- BIRD
- BMBL
- BURL
- BYND
- Capsule
- CHWY
- CMCSA
- CMG
- COIN
- COO
- COST
- CPRI
- CROX
- CVNA
- DASH
- DIS
- DKNG
- DKS
- DPZ
- EBAY
- ECL
- ETSY
- EXPE
- EYE
- Fanduel
- FB
- FIGS
- FL
- Fortnite
- FTCH
- GDRX
- GME
- GOOG
- GPS
- GRUB
- HOOD
- Huawei
- IAC
- Impossible Foods
- India
- Instacart
- JD
- JE
- JNJ
- Klarna
- KO
- KSS
- LULU
- LVMH
- LYFT
- M
- MCD
- MSFT
- MTCH
- MTN
- NFLX
- NKE
- NTDOY
- NYT
- OPEN
- OTLY
- PDD
- PENN
- PETS
- PG
- PINS
- PLNT
- PNDRA
- POSH
- Postmates
- PRPL
- PTON
- Puma
- PYPL
- PZZA
- RBLX
- REAL
- RH
- RIVN
- ROKU
- SAM
- Samsung
- SBUX
- SE
- SFIX
- Shein
- SHOP
- SIG
- SIRI
- SKX
- SNAP
- SNE
- SPOT
- SQ
- SQSP
- SYY
- T
- Tagged
- TDOC
- TDUP
- TGT
- TIF
- TikTok
- TJX
- TPR
- TSLA
- TWTR
- UA
- UBER
- ULTA
- VRBO
- VSCO
- W
- WEBR
- WISH
- WIX
- WMT
- WOOF
- WRBY
- YETI
- YUM
- YUM
- ZG
- ZM
- _China
- _Crypto
- _India
- _Macro
- _SMB
- _UK
Research By Sector
- All
- Audio
- Autos
- Beauty and Skincare
- Big Box Retail
- Buy Now Pay Later
- Casual Dining
- Consumer Electronics
- Consumer Goods
- Contact Lenses and Glasses
- Cryptocurrency
- Department Stores
- eCommerce
- Electric Vehicles
- Employment
- Enterprise Cloud
- Enterprise Recruiting
- Fitness
- Food Delivery
- Footwear
- Furniture
- Grocery
- Handbags
- Jewelry
- Kitchen Equipment Capex
- Lingerie
- Macro
- Mattresses
- Meal Kits
- Meat Alternatives
- Medical Apparel
- Milk Alternatives
- Mobile Payments
- Movie Theaters
- Newspapers
- Online Autos
- Online Dating
- Online Grocery
- Online Personal Styling
- Online Pharmacy and Telehealth
- Online Real Estate
- Pet Retail
- Retail Traders
- Ride Sharing
- Second Hand Fashion
- Ski Resort Operators
- Social Media
- Sporting Goods
- Sports Gambling
- Streaming Players
- Streaming Video
- Travel
- UK Retail
- Video Calls
- Video Games
Buyside Stats
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Research Feed
(FL, NKE, ADDYY, SKX, UA, AMZN, VFC, LULU, GPS) Footwear and Athletic Clothing Volume 22
Passing along the 22nd volume of our work on footwear and athletic clothing. Please let us know if you have any questions. Open Report:Bespoke - Footwear Vol 22 Key Takeaways and Charts:
CROX – Volume 2, Positive Feedback
Passing along the second volume of our work on Crocs. Please let us know if you have any questions about the deck. Open Report:Bespoke - CROX Volume 2 Key Charts:
Ride Sharing (UBER, LYFT) and Streaming Players (ROKU)
Passing along two quarterly report updates on ride sharing and streaming players. Also re-flagging our food delivery report since it is relevant for UBER. Open Reports:Data Room
Furniture, Mattresses, Home Furnishings – Three Reports
Passing along quarterly updates to our work on furniture, mattresses, and home furnishings. Please let us know if you have questions about any of the reports. Open Reports:Data Room Noteworthy Charts:
(ZG, OPEN, Offerpad) Online Real Estate Vol 11
Passing along the 11th volume of our quarterly work on online real estate. Please let us know if you have any questions about the deck. Open Report:Bespoke - Online Real Estate Vol 11 Key Takeaways and Charts:
(SPOT, SIRI, AAPL) Audio Vol 21
Passing along the 21st volume of our work on audio platforms. Please let us know if you have any questions about the deck. Open Report:Bespoke - Audio Vol 21 Key Takeaways and Charts:
(PTON, PLNT, IFIT) Fitness Vol 20
Passing along the 20th volume of our quarterly survey work on fitness. Please let us know if you have any questions about the report. Open Report:Bespoke - Fitness Vol 20 Key Takeaways and Charts:
(US Macro and Covid) Inflation Expectations, Bitcoin, Spending Plans, etc
Passing along an update from our monthly survey focused on macro dynamics and Covid sentiment/behaviors. Please let us know if you have any questions about the deck. Open Report:Bespoke - October Macro and Covid Tracker, US Key Takeaways and Charts: 1. Covid concerns...
(GOOG, FB, AMZN, TWTR, SNAP, etc) Social Media Ad Execs Vol 15
Passing along results from the 15th volume of our quarterly survey of advertising executives. Let us know if you have any questions about the report. Open Report:Bespoke - Social Media Ad Execs Vol 15 Key Takeaways and Charts:
(AAPL) Consumer Electronics Domestic Vol 35
Passing along the 35th volume of our work on consumer electronics / AAPL in the US. Please let us know if you have any questions about the report. Open Report:Bespoke - AAPL Domestic Vol 35 Key Takeaways and Charts: