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(SNE, MSFT, GME, NTDOY, AMZN, ATVI, EA, BBY) Video Gamers Domestic Vol 22
Passing along the 22nd volume of our work on video gamers in the US. This report contains coverage of a myriad of different topics touching video gamers - worth a full flip through if you are focused on any components of the space. Open Report:Bespoke -...
(CHWY, AMZN) Identical Item Pricing Analysis
Similar to the analysis we sent over this week on Wayfair, we found 125 identical items on Chewy and Amazon and compared pricing. Open Report:Bespoke: CHWY and AMZN Pricing Analysis*We include side-by-side images of all 125 items. Since the file is large, it may...
(W, AMZN) Identical Item Pricing Analysis
Passing along the fourth iteration of our pricing analysis work on identical items found on both Wayfair and Amazon. We try to keep the items consistent each wave, but whenever they are discontinued and no longer findable on a platform we swap it out for a new...
(BYND, Impossible) Plant Based Meat Alternatives Vol 8
Passing along the 8th volume of our work on plant based meat alternatives. Open Report:Bespoke - Plant Based Meat Alternatives Vol 8Key Takeaways and Charts:
(PYPL, SQ, Zelle, Venmo) Mobile Payments Volume 10
Passing along the 10th volume of our work on mobile payments platforms. Please let us know if you have any questions. Open Report:Bespoke - Mobile Payments Vol 10 ICYMI: Bespoke - Bitcoin Data DownloadBespoke - Retail Traders Report Key Takeaways and Charts:
(CVNA, CARG, KMX, TSLA) Auto Sites and Apps Update
Passing along an update on our work related to consumers and their attitudes / opinions toward purchasing used cars online. Please let us know if you have any questions about the report. Open Report:Bespoke - Auto Sites and Apps Deep Dive Update ICYMI, for...
(BBBY, W, PIR, WSM, TJX) Home Furnishings Vol 2
Passing along the second volume of our home furnishings work with a specific focus on understanding the importance of coupons / BBBY's initiative to reduce reliance on coupons and on measuring Covid related tailwinds and headwinds. Open Report:Bespoke - Home...
(Pet Retail, CPGs, Footwear, Furniture) Report Updates
Passing along a handful of more quarterly report updates that we have ready this afternoon: Pet Retail, CPGs, Footwear, and Furniture.Open Reports:Data Room Containing All Four ReportsPet Retail: CHWY, AMZN, CompetitorsFurniture: RH, W, WSM, CompetitorsCPGs: PG, KO,...
(CSPR, TPX, MFRM) Mattresses Volume 19
Passing along the 19th volume of our work on mattresses with specific attention paid to tracking trends around online mattresses and bed-in-a-box mattresses. Open Report:Bespoke - Mattresses Vol 19 Key Takeaways and Charts:
(M, KSS, TJX, ROSS, BURL) Department Stores and Clothing Retail Vol 22
Passing along the 22nd volume of our work on department stores and clothing retail. Please let us know if you have any questions about the report. Open Report:Bespoke - Department Stores and Clothing Retail Vol 22 Key Takeaways and Charts: