M Science

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

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