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(ZG, RDFN, OPEN, OPAD) Online Real Estate Vol 10
Passing along the 10th volume of our work on online real estate platforms. Open Report:Bespoke - Online Real Estate Vol 10 Key Takeaways and Charts:
(FL, NKE, ADDYY, SKX, UA, AMZN, VFC, LULU, GPS) Footwear and Athletic Clothing Volume 21
Passing along the 21st volume of our work on footwear and athletic clothing. Please let us know if you have any questions. Open Report:Bespoke - Footwear and Athletic Clothing Vol 21 ICYMI:Other Related Reports (CROX and Pandemic Weight Gain and Clothing) Key...
Return To Work, Work From Home, Clothing Demand Changes, and Commuting Impacts on Behavior
Passing along some new coverage we added to get a sense for how aggressively unemployed folks are in their efforts to land a new job and to understand how both working from home and weight gain during the pandemic has impacted clothing demand and broader consumer...
(Fast Fashion) Shein’s Growing Popularity, and Competitive Dynamics Analysis
With Shein's growing popularity in the US (WSJ Article), we ran a survey to help identify which competitive platforms have the most cross-over with Shein's customer base. Please let us know if you have any questions about the slides.Open Report:Bespoke - Fast Fashion...
(TGT, WMT, AMZN) Big Box Retailers Vol 23
Passing along the 23rd volume of our work on Big Box Retailers. Please let us know if you have any questions about the report. Open Report:Bespoke - Big Box Retailers Vol 23 Key Takeaways and Charts:
(M, KSS, TJX, BURL, ROST, AMZN) Department Stores and Clothing Retail Vol 24
Passing along the 24th volume of our work on department stores and broader clothing retail. Please let us know if you have any questions about the report. Open Report:Bespoke - Department Stores and Clothing Retail Vol 24 Key Takeaways and Charts:
(PG, UL, KO, BYND, SAM, MNST, CHWY, AMZN) CPGs, Meat Alternatives, Pet Retail, Hard Seltzers, Energy Drinks
Passing along three reports covering CPGs, Hard Seltzers, Energy Drinks, and Pet Retail. Open Reports:Bespoke Reports Key Charts:
(PYPL, SQ, Zelle, Venmo, HOOD, Chime, Bitcoin, etc) Mobile Payments Volume 11
Passing along the 12th volume of our work on mobile payments. Please let us know if you have any questions about the report. Open Report:Bespoke - Mobile Payments Vol 12 Key Takeaways and Charts:
(OTLY) Milk Alternatives Vol 1 | New Coverage
Passing along work we just wrapped up on milk alternatives with a deeper dive on oat milk and OTLY. Please let us know if you have any questions about the report. Open Report:Bespoke - Milk Alternatives Vol 1 Key Takeaways and Charts:
(PTON, PLNT) Fitness Vol 19
Passing along the 19th volume of our work on fitness. Please let us know if you have any questions about the report. Open Report:Bespoke - Fitness Vol 19 Key Takeaways and Charts: