Mar 5, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Campbell’s (CPB) Q2 2025 earnings call.
Campbell’s (CPB) is a major player in the packaged food industry, known for its soups, sauces, snacks, and ready-to-eat meals. Its portfolio includes household staples like Campbell’s soup, Pepperidge Farm, Goldfish, Snyder’s of Hanover, Prego, Swanson, and Rao’s. The company serves a broad consumer base, from budget-conscious shoppers to premium-category buyers, and provides insight into consumer demand trends, grocery spending habits, and shifting food preferences. CPB’s acquisition of Sovos Brands, which includes Rao’s, has bolstered its presence in the industry. CPB’s Q2 results showed mixed performance, with 9% revenue growth due to the Sovos acquisition, but organic sales declined 2% as the snacks business struggled. Goldfish and Snyder’s pretzels saw competitive pressure, and promotional spending hurt margins in the Snacks unit. Meals & Beverages remained stable, with Rao’s and Prego growing 5% in sales, though broth faces private-label headwinds. Tariffs on Canadian steel and canola oil pose cost risks, but mitigation efforts are underway. On mixed results, CPB opened 4.7% lower on 3/5 but recovered partially throughout the session…
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Mar 3, 2025
Our Matrix of Economic Indicators provides a concise summary analysis of the US economy’s momentum. We combine trends across the dozens and dozens of economic indicators in various categories like manufacturing, employment, housing, the consumer, and inflation to provide a directional overview of the economy.
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Feb 27, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers eBay’s (EBAY) Q4 2024 earnings call.
eBay (EBAY) operates one of the world’s largest online marketplaces, connecting buyers and sellers across categories, from collectibles and fashion to electronics and auto parts. Unlike traditional e-commerce giants, eBay specializes in consumer-to-consumer (C2C) and enthusiast-driven commerce, offering a platform for secondhand and unique inventory. The company’s deep AI investments include proprietary large language models, enhanced search, pricing, and listing optimization, while its global partnerships, including integrations with OpenAI and Meta, expand its reach. EBAY delivered 2% GMV growth to $19.3B, led by Trading Cards (double-digit growth) and Motors Parts & Accessories. AI-powered features propelled seller adoption, with over 10 million using Gen AI tools. Advertising revenue climbed 12% to $445M, countering take rate pressures. Consumer demand held steady in the US but remained weak in the UK/Germany, with macro concerns around tariffs and de minimis rule changes ahead. Despite challenges, eBay sees low single-digit GMV growth for 2025, prioritizing AI, category expansion, and seller monetization. Despite beating estimates, EBAY fell as much as 10% on 2/27 on light guidance…
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Feb 27, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers NVIDIA’s (NVDA) Q4 2025 earnings call.
NVIDIA (NVDA) is the dominant force in AI computing, designing high-performance GPUs and data center solutions that power everything from gaming to deep learning. Its cutting-edge chips are at the heart of AI models, self-driving cars, and high-performance computing, making it an essential player in the AI revolution. NVDA reported another record quarter, with Q4 revenue hitting $39.3 billion, up 78% YoY, driven by soaring AI demand. The Blackwell GPU architecture ramped faster than any prior product, with $11 billion in Q4 sales, as hyperscalers race to build AI factories. Inference demand is growing quickly, with reasoning models like OpenAI’s GPT and DeepSeek-R1 requiring 100x more compute per task than traditional inference. Enterprise AI adoption doubled YoY, with industries from healthcare to finance leveraging NVIDIA’s stack. Networking revenue dipped 3% sequentially, but the transition to NVLink 72 and Spectrum-X is a major long-term growth vector. China sales stabilized at half pre-export control levels, while US demand climbed. NVDA expects Q1 revenue of $43 billion, with Blackwell accelerating further. On the triple play, the stock opened 2.7% higher on 2/27, but dipped negative intraday…
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Feb 27, 2025
The “Bespoke 50” is a basket of noteworthy growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s analysis. There were 17 changes to the list this week.
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The Bespoke 50 performance chart shown does not represent actual investment results. The Bespoke 50 is updated monthly on Thursdays unless otherwise noted. Performance is based on equally weighting each of the 50 stocks (2% each) and is calculated using each stock’s opening price as of Friday morning after publication. Entry prices and exit prices used for stocks that are added or removed from the Bespoke 50 are based on Friday’s opening price. Any potential commissions, brokerage fees, or dividends are not included in the Bespoke 50 performance calculation, but the performance shown is net of a hypothetical annual advisory fee of 0.85%. Performance tracking for the Bespoke 50 and the Russell 3,000 total return index begins on March 5th, 2012 when the Bespoke 50 was first published. Past performance is not a guarantee of future results. The Bespoke 50 is meant to be an idea generator for investors and not a recommendation to buy or sell any specific securities. It is not personalized advice because it in no way takes into account an investor’s individual needs. As always, investors should conduct their own research when buying or selling individual securities. Click here to read our full disclosure on hypothetical performance tracking. Bespoke representatives or wealth management clients may have positions in securities discussed or mentioned in its published content.
Feb 26, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with some commentary regarding another round of tariff headlines (page 1) followed by an update on the latest earnings including results from NVIDIA (NVDA) in addition to multiple other big names (page 2). Then then discuss the latest investments from gas companies (pages 3 and 4). We finish be looking at new home sales (page 5), the 7-year note auction (page 6), and the latest EIA data (page 7).
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