Naked Wines

Netflix

Netflix: A Valuation Update

July 23, 2024

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Netflix

Netflix: A Change in Posture

April 25, 2024

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

Carvana: Ramping

February 8, 2024

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

Netflix: The Streaming Wars That Never Started

February 2, 2024

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Spotify

Spotify: The New Modus Operandi

December 15, 2023

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Naked Wines: The Pivot

Posted on January 3, 2023January 3, 2023 by Implied Expectations

To me, these are signs that suggest Naked may want to deemphasize the “discount wine” angle. Not only have they been having recent success by being less promotional, but it’s also clear wine drinkers broadly assume higher priced wine is higher quality.

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