CHEF, PFGC, SYY, USFD
Foodservice: Lower Traffic, Lower Volumes?
July 8, 2025
ViewZG, Z, RDFN, RKT, KBH, EXPI, COMP
Zillow Looking for Leads?
July 8, 2025
ViewDRVN, MCW, VVV
DRVN, MCW & VVV: Looking Forward to Summer Driving
July 7, 2025
ViewADS GR, DECK, DKS, FL, NKE, ONON
US Sneaker Demand Cramping Up?
July 7, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Demand & Policy Changes in Q2
July 3, 2025
ViewCAVA, CMG, SG
Fast Casual Restaurants Searching for Customers
July 2, 2025
ViewCRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
Concrete Insights: Q2’25 Recap
July 2, 2025
ViewCHEF, PFGC, SYY, USFD
Foodservice: Dealing with Volume Uncertainty
July 2, 2025
ViewBC, HZO, MBUU, MCFT, MPX
BC: Still Taking on Water?
July 2, 2025
ViewADS GR, DECK, NKE, ONON, UAA
ONON, DECK & NKE: Lacing up for 2H25
July 1, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q2’25 Grocery: Checking Out & Dining In?
July 1, 2025
ViewABT, DXCM, TNDM
Diabetes Tools: Pumping Up Demand
June 30, 2025
ViewACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
Q2'25 Software Update w/ $600M+ IT Integrator
June 30, 2025
ViewROL, RTO LN
ROL, RTO LN: Knocking on Doors?
June 30, 2025
ViewALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand?
June 30, 2025
ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated?
June 27, 2025
ViewPAG, PCAR, R, RUSHA
Truck Leasing in Need of Demand?
June 27, 2025
ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
Aerospace MROs Dealing with Soaring Demand
June 26, 2025
ViewATUS, CABO, CHTR, GLW, T, TDS, VZ
Navigating Fiber Competition
June 26, 2025
ViewJBHT, KNX, SNDR, TFII, WERN
1H’25 TL Market Check-In
June 26, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Global Freight Demand in Q2
June 26, 2025
ViewCALM, VITL
CALM, VITL: Uneasy Recovery?
June 26, 2025
ViewFVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
Q2'25 Staffing: Looking for Work?
June 26, 2025
ViewCSX, CHRW, JBHT, HUBG
Intermodal at a Crossroads in Q2
June 26, 2025
ViewHD, LESL, PNR, POOL
POOL, LESL: Continuing to Slip & Slide?
June 26, 2025
ViewBRK.B, PPG, SHW
PPG & SHW: Brushing Off Soft Demand?
June 26, 2025
ViewFND, HD, LOW, MHK
FND & MHK: Unsteady Ground
June 25, 2025
ViewNOW
ServiceNow: Expanding the Platform
June 25, 2025
ViewFERG, HD, JHX, LOW, LPX, SHW, TREX
R&R in Transition
June 25, 2025
ViewPRPL, SGI, SNBR
Mattress Demand: Still Sleeping in Q2?
June 24, 2025
ViewBLDR, DHI, JHX, LEN, LPX, TOL
Spring Housing Market Woes
June 24, 2025
ViewPRPL, SGI, SNBR
Somnigroup: Q1 & vertical Integration
June 19, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Tariffs & Demand in Q2
June 6, 2025
ViewLW
LW: New Customers, New Crop, New LW?
June 5, 2025
ViewAMZN, HMB SS, ITX SM, PDD
Shein IPO Under Scrutiny?
June 5, 2025
ViewCMCSA, DIS, FUN, PRKS
Theme Parks: Epic Universe Update
June 4, 2025
ViewCCL, DIS, NCLH, RCL, VIK
Cruise Lines: Signs of Sea-Sickness?
June 4, 2025
ViewCHWY, ELAN, IDXX, PETS, WOOF, ZTS
CHWY: Disrupting Traditional Vet Practices
June 2, 2025
ViewSTX, WDC
STX & WDC: HAMR Time?
June 2, 2025
ViewPRPL, SGI, SNBR
Somnigroup: Q1 & vertical Integration
May 29, 2025
ViewBN FP, KO, NESN SW, PEP, PRMB
Primo Brands: Navigating the Waters
May 23, 2025
ViewAMZN, BIGC, SHOP, SPSC
Ecommerce Logistics and Seller Tools
May 14, 2025
ViewAOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG: Plumbing Demand Hot or Cold?
May 8, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000Ss54DIAR
CRM Forcing Agents?
May 7, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000SSinfIAD
DHI, LEN, TOL: Affordability Woes
May 6, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000SU3LJIA1
CRWD, OKTA, PANW: Performance & Platformization
May 2, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000R4FYnIAN
Off-Price Retail: Tariff Winner or Loser?
April 22, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000RVXeXIAX
Auto Auctions: Fresh Inventory in 2025
April 22, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000QlCbRIAV
CALM & VITL: Scrambled Supply & Demand
April 21, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000ROwHpIAL
CROX, DECK, & YETI: Tariff Shakedown
April 21, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000QjLFqIAN
ZoomInfo: Contact Me, Contact Me Not?
April 21, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000RXk4XIAT
Grindr: Monetization and Competitive Dynamics
April 18, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000PjUhwIAF
DRVN, MCW & VVV: Costs Down, Demand Up?
April 17, 2025
Viewhttps://portal-dev.dmllc.com/dashboard/a08Uh00000RKJOpIAP
Somnigroup: Q1 & vertical Integration
April 17, 2025
View