M Science

AI model adoption is shifting quickly, and M Science data reveals the insights. Our latest usage intelligence shows Anthropic and Gemini accelerating across enterprise and consumer channels, while OpenAI’s growth is becoming more mixed with softening B2C and strengthening B2B.   Here’s a glimpse of what we’re helping clients uncover in real time: 
- Who’s gaining (and losing) share across Enterprise and B2C?
- How are token volumes and engagement trends performing across major players OpenAI, Anthropic, Gemini, and xAI?
- Which AI models are driving the biggest market shifts?
- How is customer behavior evolving across B2B and B2C channels?   If you're tracking the AI competitive landscape, M Science has the insights.   Grab a sample LLM Industry Research Report, here:bit.ly/4lC2P8W
Covering Analyst: Charles Rogers, CFA   #TMT #AI #LLMSoftware #Software #Data #MScience #InvestmentResearch

Tax refunds are up 10% this year thanks to new deductions, giving retailers hope—but analysts say many Americans may stash the cash or pay off bills amid economic uncertainty.   M Science Co-Chief Research Officer John Tomlinson CFA/CPAspoke with Modern Retail on consumer spending expectations amid tax season.   Check out John’s comments, here: bit.ly/4dhA7I8

#MScience #ConsumerInsights #Retail #ConsumerSpending #TaxSeason

Fast fashion is heating up across Europe. M Science data shows traditional fast‑fashion brands gaining share—while discount platforms lose momentum. We’re breaking down the shifts and answering key questions like: -Who’s gaining and losing share across major European markets? -How are fast‑fashion players performing vs. discounters? -Which countries are driving the biggest changes? -How are consumer spending behaviors evolving? With data spanning 115+ brands and 40+ public companies, M Science delivers a granular view into Europe’s fast‑moving consumer landscape. Want deeper insights? Reach out for a sample research report: bit.ly/4s2nnJZ Covering Analyst: Paul-Julien Burg #MScience #EuroLens #ConsumerInsights #RetailData #AlternativeData

Airline spending is gaining altitude.   Our latest pricing and bookings data shows that consumer spend in the airline industry is accelerating, outpacing trends from recent months. As travel demand continues to evolve, having a real-time read on the sector has never been more important.     At M Science, our Airlines product helps answer key questions such as:   What are the forward-looking indicators for airline bookings and pricing?   How do pricing trends differ between Main Cabin and Premium Cabin classes?   Where are we seeing the strongest demand shifts across airlines and routes?     If you’re looking for deeper insights into airline performance, competitive dynamics, or category-level trends, we’re here to help.     Reach out to learn more about M Science Airlines and how our data can support your decision making – and request a sample research report: bit.ly/3OL2FQb Covering Analyst: Michael Erstad, CFA   #MScience #AirlinesData #Airlines #Data #Insights #InvestmentResearch

Meet Maddie - The M Science Insight Copilot. Powered by our proprietary data and analyst research, Maddie turns the research process into a real time, interactive experience -- delivering instant, high conviction intelligence and data for 250+ public companies and hundreds of private names, across multiple industries. With research grounded precision, dynamic market monitoring, and frictionless visualization, Maddie acts as a living market model for investors. “The future of research is interactive, adaptive, and instantaneous." - Michael Marrale, CEO Meet Maddie, and set up a demo, today: bit.ly/4arb6Zx #MScience #MScienceMaddie #MaddieInsightCopilot #AI #InvestmentResearch #Data

In our new Life360 (LIF) coverage, Analyst Chandler Willison highlights accelerating subscription growth, continued subscriber gains, and hardware trends. We also explore how Life360’s competitive position is evolving as the company expands its footprint across digital services and connected devices. Interested in the full outlook? Connect with our team at insights@mscience.com. Request a sample Research Report: bit.ly/3ZJzpvq #Life360 #ConsumerElectronics #AlternativeData #EquityResearch #MScience

We’re excited to see Drake MacFarlane, Research Analyst at M Science, featured in Retail Dive’s latest coverage on Crocs (CROX) and HEYDUDE. The piece highlights how TikTok Shop is emerging as a meaningful driver of DTC growth for both brands — with Drake noting that while HEYDUDE continues to face wholesale challenges, its strengthening DTC performance on the platform is a positive indicator for the path ahead. Read the full article here: retaildive.com/news/tiktok-cr… #MSscience #RetailAnalytics #ConsumerInsights #TikTokShop #FootwearIndustry #DTC $CROX

In addition to Research Analyst Max Bosse’s coverage launches of CELH and MNST, M Science now is breaking further into the Non-Alcoholic Beverage space with coverage of Vita Coco $COCO. The coconut water category continues to grow, supported by broadening distribution and growing consumer demand for better-for-you hydration products. Max’s latest coverage delivers high frequency insights into sell through trends across channels, market share performance, the underlying drivers of price/mix and more. This expansion is now fully accessible via our Beverages Dashboard & API, offering near real time visibility into category dynamics, competitive shifts, and product level trends across 90+ beverage brands. To learn more, connect with us at insights@mscience.com — or request a sample Research Report: bit.ly/3MsM2rA #MScience #COCO #Beverages #CPG #ConsumerInsights #Data

M Science would like to welcome Maxwell Bosse to our growing team of Analysts and announce his launch of coverage on the Non-Alcoholic Beverages subsector - with recent initiations on energy drink leaders Monster (MNST) and Celsius (CELH). Coming off strong growth in 2025, can the Energy drink category continue to scale in 2026? As Alani Nu distribution ramps up will the category climb higher, or will other leading brands cede share? This expansion delivers near real-time visibility into brand and category-level performance, with insights into market share, distribution signals, price/mix dynamics, and product line trends across the leading energy drink brands and 70+ other beverage brands across categories— all accessible through our new Beverages Dashboard & API. To learn more, send us a message at insights@mscience.com —or request a sample Research Report: bit.ly/3MsM2rA #MScience #ConsumerInsights #CPG #Beverages #Data #Insights #CELH #MNST

M Science & Jefferies invite you to our Co-op APAC Internet Coverage Webinar – Feb ‘26 Update Webinar, on Monday, 9 February, at 10AM HKT. (Sunday, Feb 8th at 9PM EST) During the next installment of our APAC Internet Webinar Series (previously October 2025), our team will explore the latest standout trends and activity, competitive dynamics, and data observations for the E-Commerce, Online Travel, and Food Delivery industries across the Asia-Pacific region. 💻 RSVP, here: bit.ly/MSCI-JEF-APAC-… 🔊 Speakers •Jefferies Managing Director, Regional Head of Internet & Media Thomas Chong •M Science APAC Research Analyst Vinci Zhang with Research Associate Grace Jiang •M Science Director, Product Intelligence Kristine Lau 🗝️ Featured companies: BABA, JD, PDD, TCOM, SE, Meituan (3690.HK) + more Can’t make it to the webinar? Want to hear more about our offerings? Reach out to us at insights@mscience.com to speak with our team! #Jefferies #MScience #altdata #investmentresearch #BABA #PDD #JD #SE #TCOM #Meituan #APAC

We’re excited to share that M Science has launched new coverage for Inditex, H&M, and Zalando, alongside the debut of our EuroLens European Consumer Dashboard & API. EuroLens is a new dashboard delivering visibility into spending, order volume, market share dynamics, purchasing channels, and user trends across major European markets, with metrics spanning 115+ brands and 40 public companies. Dashboard Highlights: • Growth & Trend Analysis – level, Y/Y, Y/2Y, acceleration metrics • Merchant & Ticker Intelligence – drill from ticker to merchant dynamically across countries and purchasing channels • Customer Behavior Insights – cohorts, purchase cadence, new vs. returning users Empowering clients with deeper, faster, and more actionable European Consumer intelligence. Reach out to insights@mscience.com to meet with Analyst Paul-Julien Burg and our team. #MScience #EuroLens #ConsumerInsights #RetailData #AlternativeData

Research Analyst Vinci Zhang has expanded our China Consumer coverage with the launch of Meituan (3690.HK) and our new China Food Delivery Dashboard, offering mobile receipt insights across major delivery platforms. The launch provides a clear view of food‑delivery activity across China—tracking consumer behavior, competitive dynamics, and regional trends across Meituan, Taobao Quick Commerce and JD Food Delivery. This enhanced visibility offers a powerful lens into platform performance and evolving market shifts, helping users understand how demand varies by region, city tier, and time period. To access the dashboard and our broader China coverage, reach out: insights@mscience.com hashtag#ChinaConsumer hashtag#FoodDelivery hashtag#AlternativeData hashtag#MScience hashtag#EquityResearch hashtag#Meituan

M Science invites you to our latest Q.E.P. Webinar: Quarterly Earnings Preview | Q4 2025 🖥️ Tuesday, January 27 | 10:00AM ET In our 45-minute event, hear from our team of Analysts about standout ideas, company-specific trends, and industry-level insights into company performances in Q3 2025, across the Airlines, Asia-Pacific, Consumer, TMT, Financials, and Industrials verticals. Secure your spot and RSVP here: bit.ly/MSCI-QEP-Webin…

Senior Research Analyst Charles Rogers, CFA is expanding our Software coverage with the launch of our LLM Software Dashboard, API, and new monthly LLM Industry Report. This LLM focused suite delivers near real time visibility into the LLM Software ecosystem, integrating spend analytics, B2B usage insights, enterprise deployments, and engagement trends across leading providers including OpenAI, Anthropic, Gemini, and more.

M Science is excited to announce our new research coverage of Figma Inc. (FIG). Senior Research Analyst Parker Snook delivers insight into Figma’s SMB revenue, billings, ARPU, global enterprise trends, competitive dynamics for key rivals Adobe and Canva, and product adoption for Figma Make (vibe coding tool) & Figma MCP. Clients can gain global insight into user trends across free and paid versions, broken out between US and Ex-US – also including gross/net adds and user churn for Figma Org, Enterprise, and Figma Sites. Send us a message to set up a call with Parker and our team: insights@mscience.com Request a sample Research Report here to see the power behind our data-driven analyses: bit.ly/Report-Request $FIG #Figma #software #altdata #investmentresearch #mscience

Research Analyst Drake MacFarlane has initiated coverage of Kering SA (KER.FP), expanding our Luxury & Fashion research. Key insights include: • Spending trends for Gucci, Saint Laurent, and Bottega Veneta across the U.S., Europe, and China • Market share and competitive analytics by region • Wholesale sell-through visibility via key retail partners All trends are available within our analyst written research and in our Luxury & Fashion Dashboard. Reach out to learn how you can access Kering data and our broader luxury coverage: insights@mscience.com Request a sample Luxury & Fashion Research Report: bit.ly/Report-Request #LuxuryRetail #AlternativeData #EquityResearch #MScience

M Science is at the ICR Conference today in Orlando, Florida, through January 14! Senior Research Analysts Matthew Jacob, CFA and Matthew Goodman, CFA, along with members of our sales team, are available to discuss our soon-to-be-released Consumer-focused products, evolving consumer trends, and company-specific insights as we kick off 2026. 2026 Themes to track with M Science: • Will #LULU turn around its women’s pants business? • Are food dollars shifting from restaurants to grocers, and what does that mean for consumer spending? • Can #AEO, #ANF and #URBN sustain their momentum? Grab our complete Consumer Research Coverage List & more, here: bit.ly/Research-Cover… And meet with us at ICR/Orlando! Reach out to insights@mscience.com. #ICRConference #InvestmentResearch #AltData #ConsumerInsights #Retail #Restaurants

We were thrilled to welcome a group of students from the University of Oregon to our New York office on Wednesday! These up-and-comers had the opportunity to learn more about our firm, explore the world of data-driven insights, and connect with our team. A big thank you to the students for their curiosity and engagement—we love sharing what makes M Science unique and inspiring the next generation of talent! @uoregon #MScience #UniversityOfOregon #DataDriven #CareerDevelopment #FutureLeaders

Introducing M Science’s NEW Industrial Data Center Dashboard, delivering deeper visibility into the thermal intensity of data center infrastructure. This solution introduces deployment-based metrics and granular regional detail, enabling you to monitor infrastructure build-outs and the adoption of thermally intensive components—critical for understanding advanced cooling technologies relevant to Vertiv (VRT). Learn more: insights@mscience.com #altdata #mscience #DataCenters #IndustrialData #InfrastructureInsights

Top investors across the globe are harnessing the power of M Science data and AI to sharpen their investment process. Join us for a fireside chat on Dec. 4th, where our CEO, Michael V. Marrale sits with Miso CEO Lucky Gunasekara at the Jefferies Kyoto Summit, to discuss practical AI takeaways for investors. 🔊From Models to Markets: How AI Is Reshaping the Investment Process What's on the agenda? 🔵 AI Strategy for Funds 🔵 Overcoming CIO Skepticism 🔵 Practical ways to harness AI & Data We hope to see you there! Not attending the conference? Message us at insights@mscience.com to set up a time to discuss how M Science can empower your investment decisions. And view our complete Coverage List, here: bit.ly/Research-Cover… #Jefferies #MScience #altdata #investmentresearch #AI