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Online Retailers Vol 28 (AMZN, W, ETSY, EBAY, GRPN)

NFLX International (India and UK)

Open Report:Bespoke - NFLX India Open Report:Bespoke - NFLX UK Quick Takeaways: IndiaFeedback is mostly constructive.Subscriber trends showed a slight uptick q/q for Netflix, Hotstar, and Amazon Prime Video.Netflix subscriber engagement and sentiment toward the...

Online Retailers Vol 28 (AMZN, W, ETSY, EBAY, GRPN)

QSR and Footwear Update

1. QSR - Popeye's showed a large increase in November in monthly traffic, likely due to the popularity of the chicken sandwich. 2. In footwear, we are seeing shifts toward buying direct (both recent purchases and expected purchases)  Open Slides:Bespoke -...

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