Dollar Tree's multi-price strategy delivered 5% comps and 150bps of gross margin expansion, but guidance came in below consensus. We are launching primary research, including up to 50 store manager checks across legacy and Multi-Price 3.0 locations, to determine which signal the market should trust.
Catalysts
We are launching primary research to determine whether Nvidia's $1 trillion order disclosure represents firm purchase commitments from hyperscalers or flexible demand signals vulnerable to macro pressure, capex rationalisation, or competitive substitution.
Woozle is launching primary research to assess how Meta's 20% cut to it's workforce will impact it's core adveritising revenues.
A practitioner's breakdown of the four major expert networks — with real stats on network size, pricing, delivery speed, and where each excels or falls short for deal teams and fund analysts.
Most deal teams only measure the invoice price of expert calls. This guide quantifies the fully loaded cost — analyst hours, scheduling overhead, no-shows, and synthesis time — to reveal what DIY primary research actually costs per project.
Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
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)
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
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
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
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 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.