Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
Mark Pacitti
Inspire Brands: Can a Six-Brand Portfolio Command a Premium Multiple?
Catalyst research post on Roark Capital's potential ~$2B IPO of Inspire Brands (Dunkin', Arby's, Jimmy John's, Sonic, Buffalo Wild Wings, Baskin-Robbins)
Campbell's Snacks Decline: Weather Event or a Crumbling Foundation?
We are launching primary research to determine whether Campbell's deteriorating snacks business reflects a transient consumer pullback or a structural loss of shelf space and brand relevance that the current management team cannot reverse.
Catalysts
Mercado Libre: Can Latin America's E-Commerce Champion Grow Its Way Through a Margin War?
JPMorgan downgraded Mercado Libre to Neutral even as the company posted 45% Q4 revenue growth and record buyer engagement across Latin America. The debate is whether deliberate margin compression is an investment cycle or a permanent reset.
Guides
The 2–3 Week Diligence Sprint: How to Structure Primary Research When Time Is Short
A practical playbook for PE deal teams and consultants running primary research under compressed timelines — what to prioritize, how to parallelize workstreams, and where outsourcing creates leverage.
Catalysts
Dollar General: Turnaround Validated or Growth Ceiling Reached?
We are launching primary research to determine whether Dollar General's operational turnaround can sustain momentum through an oil-driven cost shock that threatens to squeeze the very low-income consumer the company depends on most.
Catalysts
UiPath: Is the Market Pricing a Platform Transition or a Growth Ceiling?
UiPath beat on every metric, posted its first full year of GAAP profitability, and still fell 8%. The question is whether the market is right to doubt the forward narrative.
Catalysts
Amazon's AI Coding Crisis: Productivity Engine or Reliability Liability?
We are launching primary research to determine whether Amazon's aggressive deployment of AI coding tools across AWS and its retail platform is undermining the infrastructure reliability that underpins its most profitable business.
Guides
Expert Network Comparison 2026: GLG vs AlphaSights vs Third Bridge vs Guidepoint vs Done-For-You Research
An unbiased, buyer-side comparison of the four largest expert networks — GLG, AlphaSights, Third Bridge, and Guidepoint — plus when done-for-you primary research is the better fit for your deal or investment thesis.
Catalysts
Oracle's $553 Billion Backlog: Best Quarter in 15 Years, or the Most Expensive Bet in Cloud History?
We are launching primary research to determine whether Oracle's unprecedented cloud infrastructure backlog will convert into sustained high-margin revenue, or whether customer concentration, debt load, and execution risk make this the most precarious capital cycle in enterprise technology.
Catalysts
The Strait of Hormuz Crisis: Can Strategic Reserves Replace Twenty Percent of the World's Oil?
We are launching primary research to determine whether the IEA's proposed record reserve release can offset a physical supply disruption of historic scale, or whether the Strait of Hormuz closure has created a structural deficit that strategic stockpiles cannot bridge.
US Airlines: Can Delta, United, and American Pass Through the Oil Shock Before It Breaks Them?
We are launching primary research to determine whether US carriers can pass through a wartime fuel spike to consumers without destroying the demand recovery that underpins every 2026 earnings forecast in the sector.