The Anatomy of a World-Class Primary Research Provider
A buyer’s framework for investment teams evaluating primary research vendors. Criteria, red flags, and the questions that separate providers who deliver edge from those who sell access.
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Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
Adobe: Can AI-First ARR Replace a Once-in-a-Generation CEO?
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.
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.