M Science

Our new monthly Security Software Industry Report offers clients actionable insights into the cybersecurity market, tracking customer demand, AI adoption, competitive positioning, and government procurement trends across 19 leading security vendors, including Palo Alto Networks, Zscaler, Fortinet, Netskope, and Okta.   Our latest findings show security software demand remains strong, with elevated net customer additions, growing public sector adoption, and increasing overlap between cybersecurity growth and AI deployments led by Palo Alto Networks and Zscaler. Access a sample report: bit.ly/4yHBIj3   Covering: Senior Analyst, Parker Snook   #Mscience #CyberSecurity #SecuritySoftware $GEN $OKTA $PANW $ZS $FTNT $NTSK

M Science has initiated coverage of Hims & Hers (HIMS) and launched its new Weight Loss & Health Tech Dashboard.   The solution provides visibility into consumer spend, market share, subscriber growth, retention, web traffic, app engagement, and competitive dynamics across the rapidly evolving GLP-1 ecosystem - including HIMS, Ro, WeightWatchers, Noom, LifeMD, GoodRx, and more.   Q2 data showed accelerating industry spend growth, strong momentum at HIMS and Ro, and record web traffic for Wegovy.   Learn more and request a sample research report: bit.ly/4baNk3O Covering Senior Analyst: Magalie Grossheim #GLP1 #HealthTech #WeightLoss #Data #EquityResearch #InvestmentResearch #ConsumerInsights $HIMS #Healthcare #MScience

M Science invites you to our latest Q.E.P. Webinar: Quarterly Earnings Preview | Q2 2026 🖥️ Thursday, July 23 | 10:00AM ET Join our analysts for a 45-minute overview of standout company and macro insights and industry trends across Consumer, TMT (including LLMs), Airlines, Financials, Industrials, and global markets. Secure your spot and RSVP here: bit.ly/MSci-QEP-Q2-20… We look forward to seeing you there! If you can’t make it, our team is happy to connect and answer your questions. Contact us and check out our complete research coverage list: bit.ly/Research-Cover… #MScience #altdata #investmentresearch #MCP #earnings #earningspreview #webinar

As the World Cup spotlight intensifies, sportswear competition is heating up.  🌍⚽🔥
M Science Research Analyst Drake MacFarlane joined Bloomberg Markets: The Close to discuss how Nike and adidas are positioned heading into a major global demand moment, including what recent data suggests about apparel momentum, soccer jersey sales, and brand performance.

Watch it here: bloom.bg/4wkFWLp

#InvestmentResearch #Data #Nike $NKE #adidas #Sportswear #Footwear #WorldCup2026

🌍⚽ The World Cup is already driving meaningful shifts across the ecosystem - and the early signals are hard to ignore. From a surge in streaming activity to a clear acceleration in sportswear demand, our data points to emerging winners - and untapped upside still ahead. 📺 Platforms with rights are seeing a spike in acquisition momentum 👕 Brands are benefiting from a wave of jersey-driven demand 📈 And performance is beginning to diverge across players The World Cup isn’t just a global moment—it’s a real-time catalyst for consumer behavior. Get in touch to see the data behind the story: bit.ly/3RbgOYq #InvestmentResearch #Data #SVOD #VMVPD #Streaming #Nike #adidas #Sportswear #WorldCup2026

Mixed signals steer the footwear industry as we head into the summer season, with pockets of strength emerging alongside broader areas of pressure. Our latest read suggests a shifting landscape across brands and channels, with differentiation becoming increasingly critical in the near term. Check out M Science Consumer Products Analyst, Drake MacFarlane's thoughts on Footwear News – @wwd - bit.ly/4gtgfn0 #MScience #RetailAnalytics #Data #FootwearIndustry #Footwear #adidas $ADDYY $ONON

Bottoms up! We’ve expanded our CPG Beverages coverage into Beer, just in time to track how the FIFA World Cup could impact key beer and beyond-beer names: BUD, TAP, and SAM. Tap into data and analyses for 45 Alcohol brands and 135+ total Beverage brands – now with access to all client coverage via MCP.   Key Questions We Can Answer: - How are TAP, BUD, and SAM tracking QTD in C-store? - Which companies and brands are gaining/losing share? - What beverage categories have been performing best?  - What brands are gaining or losing distribution?   To learn more, send us a note or request a sample Beverages analysis: bit.ly/4ufBH2b Covering Analyst: Max Bosse 🍻 Cheers! #CPG #Beverages #Beer #BeyondBeer #FIFAWorldCup #FWC26 #Data #InvestmentResearch #BUD #SAM #TAP

Our MCP server is now available. 
Making it easier for teams to connect, access, and incorporate M Science directly within their AI workflows.   Learn more: bit.ly/4o8tvQ4   #AI #DataDriven #MCP #Analytics #InvestmentResearch

We’re excited to announce the launch of our new Streaming Music Industry Report — delivering a monthly, data-driven view of subscriber growth, competitive dynamics, and key trends shaping the global music streaming landscape. Questions we help answer: - Which services are leading subscriber growth in the streaming music industry? - How does Spotify’s subscriber growth stack up vs. peers? - How quickly are the new gen AI streaming music services scaling and what are the potential impacts on the industry?
 Learn more and request a sample research report:bit.ly/4dV8a8V 
Senior Research Analyst: Magalie Grossheim   #MusicStreaming #AAPL #AMZN #SPOT #YouTube #Deezer #Suno #Data #InvestmentResearch

Introducing the M Science Unified Data Model (UDM) — a faster, simpler way to access Analyst Curated Data. One consistent, scalable schema across 500+ data endpoints, meaning: - Less setup - Faster ingestion - Quicker insights   Access data on 1,500+ companies, 260+ tickers, explore 90+ dashboards and our library of research — all in one place, in seconds. Plus, our newly launched, redesigned Client Portal UI makes it easier than ever to discover data, customize workflows, and share insights.   Ready to streamline your data pipeline?   Explore UDM: bit.ly/48Xtubj   #UnifiedDataModel #UDM #Data #DataIngestion #API #DataEndpoints

Despite geopolitical uncertainty, weak consumer sentiment, and slowing income growth, spending momentum remains resilient. According to John Tomlinson, Co‑Chief Research Officer at M Science, indicators across consumer activity continued to show strength into late spring, while business investment remains heavily concentrated in AI - driving the strongest capex growth in years.   Read the full @WSJ article here: In AI We Trust: Why Spending Is So Buoyant - WSJ #AI #ConsumerSpending #InvestmentResearch #MScience #DataDrivenInsights

Starbucks’ U.S. turnaround is taking hold. Stronger results point to growing momentum from store upgrades, faster service, and targeted menu innovation.   As M Science Senior Analyst Matt Goodman notes: “Changes implemented by the company over the last 18 months are fully bearing fruit,” with protein-boosted drinks and energy refreshers supporting traffic and average check growth.   Read full article on Bloomberg: bloomberg.com/news/articles/…   #Starbucks #ConsumerTrends #EquityResearch #InvestmentResearch #MScience $SBUX

As Section 232 tariff policy comes back into focus, our latest thematic work screens for companies that could be most financially exposed to recent changes by analyzing Mexico-based exports to the U.S. for +90 industrial companies using granular HS-level trade data.  The analysis highlights a concentration of potential exposure in names like CARR, LII, and WHR, both in absolute dollars and relative to company size. While directional by design, the takeaway is clear: with trade policy in flux, understanding company-specific Mexico manufacturing footprints is critical for identifying which names may face disproportionate risk as cross-border tariff frameworks continue to evolve.   #Tariffs #Manufacturing #SupplyChains #Industrials #EquityResearch

M Science invites you to our latest Q.E.P. Webinar: Quarterly Earnings Preview | Q1 2026   🖥️ Thursday, April 23 | 10:00AM ET   Join our analysts for a 45-minute overview of standout company and macro insights and industry trends across Consumer, TMT (including LLMs), Airlines, Financials, Industrials, and global markets.   Secure your spot and RSVP here: bit.ly/4tRiNiu   We look forward to seeing you there! If you can’t make it, our team is happy to connect and answer your questions.   Contact us and check out our complete research coverage list: bit.ly/Research-Cover…   #MScience #altdata #investmentresearch #earnings #earningspreview #webinar

Apple’s MacBook Neo signals a strategic push to expand its ecosystem by delivering strong value at the low end of the laptop market. As M Science analyst Chandler Willison told CNBC, “[Neo] is a much more compelling offering at the price point for what you’re getting compared to a similar spec PC.” Check out the insights: cnb.cx/47ZYAyo #MScience #altdata #investmentresearch $AAPL #Semiconductors #macbook #macbookneo

Stay Ahead of the AI Shift Every Sunday, we break down the AI, infrastructure, and enterprise technology trends that actually matter for investors — no noise, no hype, just the signals moving markets.   Our AI Weekend Reading Briefing covers: -Breakthroughs in AI agents, model efficiency, and real‑world capability gains -Where capital is flowing across AI, cloud, telco, and digital infrastructure -Early indicators of enterprise adoption, ROI trends, and sector winners -Emerging risks — from security gaps to quantum‑level vulnerabilities -The real‑world impact of agentic AI, automation, and next‑gen data systems Read last Sunday’s briefing:
bit.ly/4lS9Z9c If you want fast insights, early indicators, and the themes shaping where capital goes next — don’t wait for the narrative to catch up.   Subscribe to AI Weekend Reading: bit.ly/40NXq59   #AI #MScience #Data #InvestmentResearch

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