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(NKE, DKS, FL, ASO, SKX, LULU, etc) Sporting Goods Retail and Footwall, Quarterly Survey Updates
Passing along the 6th volume of our work on sporting goods retail and the 27th volume of our work on footwear and athletic apparel. Open Reports: Bespoke - Sporting Goods Vol 6.pdf1.2 MB Bespoke - Footwear and Athleisure Vol 27.pdf1.7 MBKey Charts:
(CHWY, AMZN) Pet Retail and Pet Health, Volume 19
Passing along the 19th volume of our work on pet retail and pet health. Please let us know if you have any questions about the report.Open Report:Bespoke - Pet Retail and Pet Health Vol 19.pdf1.6 MBOther CHWY Resource:Bespoke - AMZN vs. CHWY Pricing Analysis ......
(UBER, LYFT, DASH) Ride Hailing, Food Delivery, and Dash Mart, Vol 15
Passing along the 15th volume of our work on ride hailing apps, with some added coverage of food delivery platforms.Open Report:Bespoke - Ride Hailing and Food Delivery Vol 15.pdf2.9 MBOther UBER/DASH Resources:Bespoke - Food Delivery US Vol 26.pdf2 MBKey Charts:
(TGT, WMT, Dollar Stores) Low Cost Retail Vol 29
Passing along the 29th volume of our work on low cost retailers. Please let us know if you have any questions about the report. Open Report:Bespoke - Low Cost Retailers Vol 29.pdf2.7 MBKey Takeaways and Charts:
(M, KSS, BURL, TJX, AMZN, etc) Department Stores and Clothing Vol 30
Passing along the 30th volume of our work on department stores and clothing retail.Open Report:Bespoke - Department Stores Vol 30.pdf3.4 MBKey Takeaways and Charts:
Inflation Expectations Data Point
Passing along a couple quick updates on consumer expectations around inflation and likelihood of an economic boom/bust.
(BBWI) Bed Bath and Peers, Vol 3
Passing along the 3rd volume of our work on BBWI and peers.Open Report:Bespoke - Bath and Body Works Vol 3.pdf2 MBKey Takeaways and Charts:
(AFRM, Afterpay, Klarna) BNPL Supplemental Survey, Vol 3
Passing along the 3rd volume of a follow-up / supplemental survey that we run on BNPL. Open Report:Bespoke - BNPL Supplemental Survey (Vol 3).pdf1.4 MB BNPL Quarterly Report (January 2023):Bespoke - BNPL and Payments, Vol 8.pdf3.5 MB Key Charts:
(SIX, SEAS, DIS, CCL, RCL) Theme Parks and Cruises Survey, Vol 1 | New Coverage
Passing along a new survey report added to our coverage this quarter focused on theme parks and cruises.Open Report:Bespoke - Theme Parks and Cruises, Vol 1.pdf3.8 MB
(ABNB, OTAs) Travel Survey, Vol 3
Passing along the 3rd volume of our work on ABNB and travel. Please let us know if you have any questions about the deck.Open Report:Bespoke - ABNB and Travel, Vol 3.pdf2 MBKey Takeaways and Charts: