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Weekly update
Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE
Jan 17, 2024
Amazon•US•Mega CapEssentraAppFolioMonclerFastenalDiplomaNaked WinesGerresheimerSwitching CostsB2B Middlemen
Jan 17, 2024
Naked Wines: Inventory Overstock & Turnaround
Jan 15, 2024
Partner Interview
Naked Wines•GB•Small CapCounter PositioningVertically Integrated RetailerJan 15, 2024
Weekly update
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Nov 15, 2022
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB HomeCornered ResourceB2B Middlemen
Nov 15, 2022
Naked Wines: Operational Changes & Strategic Opportunities
Nov 11, 2022
Partner Interview
Naked Wines•GB•Small CapVirgin WinesCounter PositioningVertically Integrated RetailerNov 11, 2022
Weekly update
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Sep 20, 2022
Fevertree Drinks•GB•Small CapWatscoGoogleAmazonMicrosoftSap SeNaked WinesSwitching CostsPhysical Infra & Networks
Sep 20, 2022
Naked Wines: Australia Market Performance
Sep 16, 2022
Sep 16, 2022
IP Research Analysis
Naked Wines: FY22 Results and Reflections
Jul 12, 2022
In Practise Weekly Analysis
Naked Wines•GB•Small CapCounter PositioningVertically Integrated Retailer
Jul 12, 2022
IP Research Analysis
Naked Wines: Trading Update & New Customer Growth
May 10, 2022
In Practise Weekly Analysis
Naked Wines•GB•Small CapCounter PositioningVertically Integrated Retailer
May 10, 2022
Weekly update
Weekly Update: Naked Wines Trading Update & New Customer Growth
May 10, 2022
Naked Wines•GB•Small CapVivinoCarvanaCounter PositioningVertically Integrated Retailer
May 10, 2022
Investor Dialogue: Naked Wines
May 5, 2022
IP Dialogue
Naked Wines•GB•Small CapWincVivinoCounter PositioningVertically Integrated RetailerMay 5, 2022
IP Research Analysis
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Sep 20, 2021
In Practise Weekly Analysis
Diageo•GB•Large CapConstellation BrandsFevertree DrinksNaked WinesPernod RicardBrand EquityUnique IP & Brands
Sep 20, 2021
A History of US Wine & Spirits Distribution
Sep 17, 2021
Sep 17, 2021
Vivino Wine Marketplace & US DTC Wine
Aug 28, 2021
Partner Interview
Vivino•FR•Mid CapNaked WinesCounter PositioningVertically Integrated RetailerAug 28, 2021
Vivino, Naked Wines, & US DTC Wine
Aug 3, 2021
Aug 3, 2021
Naked Wines: Business Model Economics
Feb 22, 2021
Feb 22, 2021
Naked Wines & Customer Lifetime Value
Dec 14, 2020
Dec 14, 2020
Naked Wines: A Unique Subscription Model
Dec 8, 2020
Dec 8, 2020
Naked Wines & The Online Wine Opportunity
Oct 24, 2020
Oct 24, 2020
Naked Wines: Testing to Build
Apr 28, 2020
Apr 28, 2020
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