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(OTLY) Milk Alternatives, Vol 12
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(BBWI) Deep-Dive, Vol 8 | Laundry Detergent Diligence, Continued
Bespoke-BBWI-Vol-8Download
(DIS, SIX, SEAS, FUN) Theme Parks and Cruises, Vol 6
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(ABNB, EXPE, etc) Travel, Vol 6
Bespoke-ABNB-and-Travel-Vol-6Download
(HRB, INTU) Tax Prep, Vol 2
Bespoke-Tax-Prep-Vol-2-HRB-INTUDownload
(WMT, TGT, AMZN, Dollar Stores) Low Cost Retailers, Vol 34
Bespoke-Low-Cost-Retailers-Vol-34-WMT-TGT-AMZN-Dollar-StoresDownload
(M, KSS, TJX, BURL, ROSS, Shein, Temu, etc) Department Stores, Vol 34
Bespoke-Department-Stores-Vol-34-M-KSS-TJX-BURL-ROSS-Shein-Temu-etcDownload
(AAPL) Consumer Electronics China, Vol 36
Bespoke-AAPL-China-Vol-36Download
(China) Macro, Covid, TSLA, NKE, Food Delivery, Casual Dining, etc
Bespoke-China-Retail-Tech-and-Macro-Trends-April-24Download
(JD, PDD, BABA) China eCommerce Vol 35
Bespoke-China-eCommerce-Vol-35-PDD-JD-BABA-etcDownload