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.
Tag Archives: Update
Compared to my last published version, I’ve made the following revisions (to my Base case unless otherwise noted):
Some thoughts on Amazon after its third quarter
Some thoughts on Peloton’s fiscal first quarter
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Some reading of the tea leaves
Some thoughts on Carvana’s liquidity, retail units, and GPU
Some thoughts on Peloton after its fiscal fourth quarter
Some more thoughts on Naked Wines
Some thoughts about Netflix after its second quarter results