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SubscribeAmazing review of freight data
In summary, while McDonald's move towards integrating advanced technology promises efficiency and innovation, it also brings challenges in implementation, dependence on technology, and potential workforce impacts.
Athletic Footwear Industry Deep Dive Highlighting Key Developments on the Horizon. Most Supply Entering the Market Ever. ONON, DECK, NKE, ADDYY, SKX, FL, ETC.
Key investment themes for the sector, including Best Ideas, high-frequency data/forecasts, and structural factors important for the final weeks of 2023.
We contextualized the fundamental setup for housing across durations, detailing the historic HPI and inventory dynamics, the negative inflection in volume and the implications associated with (real/perceived) affordability.
The GLL debate right now does indeed reside above the company specific fundamentals – macro is top of mind and narratives are plentiful. Where is leisure travel headed after such an epic run? Find out in our deep dive deck.
Detailed Store Visits Analysis Containing Retail Sectors and 140+ Individual Stores. Weekly Publication.
A look at EV competition, data, and forecasts for key players
Analysis of one of the biggest bubbles in our coverage
Why we are bearish on SBUX