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(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:
(CROX) Crocs Deep Dive | New Coverage
Passing along the first volume of our work on Crocs. If there is anything that you would like us to add to this survey as we continue to shape our coverage on the name going forward, please let us know. Open Report:Bespoke - Crocs Vol 1 Key Charts:
(SPOT, SIRI, AAPL, AMZN) Audio Vol 20 | Podcasts, Connected Car, Platform Sentiment Explored
Passing along the 20th volume of our quarterly work on audio platforms with specific focus on SPOT, SIRI, AAPL, and AMZN. Please let us know if you have any questions about the report. Open Report:Bespoke - Audio Vol 20 Key Takeaways and Charts:
(NKE, Puma, Adidas) China and Athletic Brands Sentiment Changes, With Verbatims
Passing along some new coverage from our survey work in China related to domestic athletic brands and non-domestic competitors like Nike, Adidas, and Puma. Please let us know if you have any questions. Open Report:Bespoke - China Sentiment Toward Athletic Brands Key...
(AAPL, Competitors) China Consumer Electronics Vol 25
Passing along the 25th volume of our survey in China focused on AAPL and competitors. Please let us know if you have any questions about the report. Open Report:Bespoke - AAPL China Vol 25 Key Takeaways and Charts: