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The Heat Check (6/15): Sales Growth Heat Map for 60+...
The Heat Check (6/15): Sales Growth Heat Map for 60+ Concepts - Sector Growth Ticks Up vs. Prior ...
6-23-2025 Restaurants - Jeff Farmer
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June Low & Middle Market Pricing Study (#51) - DG...
June Low & Middle Market Pricing Study (#51) - DG Price Premium vs. WMT Narrows to Best Level Sin...
6-23-2025 Retail - Chuck Grom, CFA, CPA
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Event-Driven Research (GMS, GXO, CPB, MSGS, GTLS, FLS,...
Event-Driven Research (GMS, GXO, CPB, MSGS, GTLS, FLS, APG)
6-20-2025 Event-Driven Research - Don Bilson
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JNJ/Talc: (1) JNJ Loses $8M mesothelioma trial and...
JNJ/Talc: (1) JNJ Loses $8M mesothelioma trial and (2) Takeaways from NJ state court ovarian canc...
6-20-2025 Legal & Regulatory - Thomas Claps
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PFAS: Defendants File Motions to Dismiss 1st AFFF...
PFAS: Defendants File Motions to Dismiss 1st AFFF Personal Injury Trial (MMM, DD, CC, CTVA, JCI, ...
6-19-2025 Legal & Regulatory - Thomas Claps
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P/C Industry: Which Loss Ratios to Watch for Cycle Turns
P/C Industry: Which Loss Ratios to Watch for Cycle Turns
6-19-2025 Insurance - Bill Wilt
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The Trend Tracker: Monitoring Foot Traffic and Menu...
The Trend Tracker: Monitoring Foot Traffic and Menu Innovation - Sector Traffic Growth Dips Back ...
6-18-2025 Restaurants - Jeff Farmer
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Event-Driven Research (X, EFX, PSTG, JBL, Senate Shock,...
Event-Driven Research (X, EFX, PSTG, JBL, Senate Shock, PENN, Fifth Generation M&A)
6-18-2025 Event-Driven Research - Don Bilson
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Lyft - Data Work Looks Negative at First Glance, but...
Lyft - Data Work Looks Negative at First Glance, but Card Data Has Historically Underestimated Tr...
6-18-2025 Internet - Robert Mollins
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Mid-June Footfall Update - MTD Performance Hanging in...
Mid-June Footfall Update - MTD Performance Hanging in Despite Tough Compare, Weather Headwinds; W...
6-18-2025 Retail - Chuck Grom, CFA, CPA
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JNJ – Takeaways From Today’s Talc MDL Status...
JNJ – Takeaways From Today’s Talc MDL Status Conference
6-17-2025 Legal & Regulatory - Thomas Claps
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Williams-Sonoma - West Coast to the West Village;...
Williams-Sonoma - West Coast to the West Village; Executive Team Dinner Re-Affirms Health of the ...
6-17-2025 Retail - Chuck Grom, CFA, CPA
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May '25 Retail Sales Recap - Sales Growth Slows As...
May '25 Retail Sales Recap - Sales Growth Slows As Expected, But Trend Remains Healthy
6-17-2025 Retail - Chuck Grom, CFA, CPA
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Event-Driven Research (WBD, SGRY, WMS, YUM, ANET)
Event-Driven Research (WBD, SGRY, WMS, YUM, ANET)
6-17-2025 Event-Driven Research - Don Bilson
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Instacart - Data Science Work Supports Street/GHRA 2Q...
Instacart - Data Science Work Supports Street/GHRA 2Q Order Estimate; Maintaining Estimates & Rei...
6-17-2025 Internet - Robert Mollins
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Bayer: Jury Set to Deliberate in 22 Plaintiff PCB...
Bayer: Jury Set to Deliberate in 22 Plaintiff PCB Trial (Plaintiffs Asking for $1.2B - $3.4B)
6-16-2025 Legal & Regulatory - Thomas Claps
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Zantac: Update on MDL Daubert Appeal
Zantac: Update on MDL Daubert Appeal
6-16-2025 Legal & Regulatory - Thomas Claps
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Bayer Files SCOTUS Reply Brief in Durnell + Roundup...
Bayer Files SCOTUS Reply Brief in Durnell + Roundup Trial Settlement in MO
6-16-2025 Legal & Regulatory - Thomas Claps
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CARR: Judge Allows KFI's Bankruptcy Plan to...
CARR: Judge Allows KFI's Bankruptcy Plan to Proceed to Confirmation Hearing But Requests Addition...
6-16-2025 Legal & Regulatory - Thomas Claps
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Darden Restaurants - Expect: 1) OG-Driven SSS/EPS...
Darden Restaurants - Expect: 1) OG-Driven SSS/EPS Upside, 2) FY26 EPS Guidance Intro to Bracket S...
6-16-2025 Restaurants - Jeff Farmer

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