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W vs. AMZN Identical Items Pricing Analysis
We spent some time finding 126 identical items listed for sale on both Amazon and Wayfair. This should be a bit of a unique data set because these items are difficult to find without visually analysis to link the products (Amazon and Wayfair have different product...
(GDDY) Godaddy Quick Deck
Passing along a handful of slides on Godaddy scoping mindshare (unaided), market share, and other services uses by Godaddy customers other than their domain. Open Slides:Bespoke - GDDY Quick Deck
(NKE) Well Positioned For The Long Term With Consumers
Open Report:Bespoke - NKE Thesis FlagsKey Takeaways: Sneaker Purchasing is Shifting Direct, Driven by Millennials and Nike/JordanFootwear Purchasing is Shifting OnlineNike Customers Are Among The Most LoyalNike and Under Armour Flagged As “Up and Coming Brands”...
(W) Some Thesis Positives, With AMZN Cross-Shopping Looming
Open Report: Bespoke - W Thesis Analysis Key Takeaways Valuable Ad Space – Customers Over-Index To Using Sponsored Products/Ads.Online Furniture Purchasing is a Tailwind that is Still in Early InningsWayfair Brand Awareness and Customer Acquisition Has Legged Higher...
(SNAP) Thesis In Focus: TikTok, Filters and Lenses, Political Content, Age of Users, etc.
Passing along a deck of thesis specific issues and feedback from our SNAP work. Also including below a database of all of our social media reports for reference/deeper dives.Open Report:Bespoke - SNAP Thesis DeckOpen Data Room:All SNAP ReportsKey Chart:
(SPOT) Five Long-Term Positive Trends
Passing along a focused research report on SPOT, flagging longer term positive trends backed by data from our surveys.Open Report:Bespoke - SPOT Positive TrendsSummarizing The Trends Discussed: Airpods Driving More Spotify UsageSpotify is Winning Podcasts and Growing...
(SNE, MSFT, NTDOY, GME, AMZN) Video Gamers Vol 18, Domestic | PS5 Out To Early Lead Over Xbox Series
Passing along the 18th volume of our work on video gamers. We added a number of new questions to provide forward looking data on the upcoming console refresh and also dug deeper this quarter on Nintendo Switch and Switch Lite trends.Open Report:Bespoke - Video Gamers...
(LYV, Stubhub) Live Events and Tickets Report
Open Report:Bespoke - Live Events and Tickets ReportKey Takeaways and Key Charts: Mindshare and Engagement – Two Horse Race, Concerts and Family Events Enjoying TailwindTicketmaster has a significant mindshare lead when it comes to buying tickets for live events...
(RH, W) Furniture Vol 15
Open Report:Bespoke - Furniture Vol 15 Key Takeaways and Key Charts: Recent and expected moving activity has pulled back and is behind where it was two years ago. Recent and expected renovations and remodeling have trended higher.Furniture purchases (made in the past...
(CSPR, TPX, MFRM) Mattresses and Online Mattresses Vol 15
Open Report:Bespoke - Mattresses Vol 15 Key Takeaways and Key Charts: The percentage of consumers who bought a mattress in the past year has risen over the history of our survey. Online continues to gain market share and mindshare.Awareness of both Casper and Purple...