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Inflation Awareness and Expectations Report
Passing along a deeper dive interview with consumers related to inflation awareness, expectations, and sentiment/impacts. Please let us know if you have any questions about the report. Open Report:Bespoke - Inflation Deeper Dive Key Charts:
(WMT, TGT, Dollar Stores) Big Box Vol 24 | Customers Noticing Price Increases
Passing along the 24th volume of our work on big box retailers. Please let us know if you have any questions about the deck. Open Report:Bespoke - Big Box Retailers Vol 24 Key Takeaways and Charts:
(M, KSS, BURL, TJX, AMZN, etc) Department Stores Vol 25 | Weight Changes and Jeans
Passing along the 25th volume of our work on department store retail. Please let us know if you have any questions about the report. Open Report:Bespoke - Department Store Retail Vol 25 Key Takeaways and Charts:
(Shein, allyLikes, etc) Fast Fashion Competitive Analysis Vol 2
Last quarter we added a survey to understand the competitive dynamics among Shein and other fast fashion platforms. We continued the survey for another volume and are sharing updated results below. This quarter we added allyLikes to the survey. Open Report:Bespoke -...
(FL, NKE, ADDYY, SKX, UA, AMZN, VFC, LULU, GPS) Footwear and Athletic Clothing Volume 22
Passing along the 22nd volume of our work on footwear and athletic clothing. Please let us know if you have any questions. Open Report:Bespoke - Footwear Vol 22 Key Takeaways and Charts:
CROX – Volume 2, Positive Feedback
Passing along the second volume of our work on Crocs. Please let us know if you have any questions about the deck. Open Report:Bespoke - CROX Volume 2 Key Charts:
Ride Sharing (UBER, LYFT) and Streaming Players (ROKU)
Passing along two quarterly report updates on ride sharing and streaming players. Also re-flagging our food delivery report since it is relevant for UBER. Open Reports:Data Room
Furniture, Mattresses, Home Furnishings – Three Reports
Passing along quarterly updates to our work on furniture, mattresses, and home furnishings. Please let us know if you have questions about any of the reports. Open Reports:Data Room Noteworthy Charts:
(ZG, OPEN, Offerpad) Online Real Estate Vol 11
Passing along the 11th volume of our quarterly work on online real estate. Please let us know if you have any questions about the deck. Open Report:Bespoke - Online Real Estate Vol 11 Key Takeaways and Charts:
(SPOT, SIRI, AAPL) Audio Vol 21
Passing along the 21st volume of our work on audio platforms. Please let us know if you have any questions about the deck. Open Report:Bespoke - Audio Vol 21 Key Takeaways and Charts: