COIN, CRCL, FI, HOOD, JPM, MA, PYPL, V, XYZ
REPLAY: CRCL & Stablecoin Growth
August 1, 2025
ViewBIRK, CROX, YETI
CROX, YETI & Summer Retail - Takeaways
July 31, 2025
ViewBLDR, DHI, JHX, LEN, LPX, TOL
Spring Housing Market Woes - Takeaways
July 31, 2025
ViewABNB, BKNG, EXPE, GOOGL, MAR
ABNB & Vacation Rentals: Q2'25 Bookings - Takeaways
July 31, 2025
ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
AAP, AZO, ORLY: DIY Still Deflated? - Takeaways
July 30, 2025
ViewBRLT, CFR SW, MC FP, SIG
REPLAY: Engagement Rings - Outshining Tariffs?
July 30, 2025
ViewDHI, LEN, TOL
REPLAY: Homebuilding: Mid-Year Margin Check
July 29, 2025
ViewAMZN, EL, ELF, KSS, MC FP, TGT, ULTA
REPLAY: Cosmetics - Tariffs Concealing Growth?
July 29, 2025
ViewABNB, BKNG, EXPE, GOOGL, H, HLT, MAR, TRVG, Hopper
REPLAY: OTAs – Gauging Summer Travel Trends
July 28, 2025
ViewCMCSA, DIS, FUN, PRKS
REPLAY: Theme Parks: Rollercoaster Summer?
July 25, 2025
ViewHOG
HOG Q2’25 Dealer Survey
July 25, 2025
ViewJACK, MCD, QSR, WEN, YUM
MCD Q2’25 & Snack Wrap Interview
July 25, 2025
ViewCRM, HUBS
REPLAY: HubSpot Q2’25: AI Capabilities & GTM Strategy
July 24, 2025
ViewGTM
REPLAY: ZoomInfo: Going to Market w/ Stronger Flywheel
July 24, 2025
ViewAZEK, JHX, LPX, TREX
REPLAY: Lumber & Decking: Soft Demand & Consolidation
July 23, 2025
ViewSGI
REPLAY: UK Mattresses: Well Rested in Q2’25?
July 23, 2025
ViewDDOG
REPLAY: Observing Datadog’s Q2 Performance
July 22, 2025
ViewCHEF, PFGC, SYY, USFD
REPLAY: Foodservice: Lower Traffic, Lower Volumes?
July 22, 2025
ViewBECN, BLDR, HD, JHX, LPX, MHK
REPLAY: Building Products: Gearing up for 2H25?
July 22, 2025
ViewDRVN, MCW, VVV
REPLAY: DRVN, MCW & VVV: Looking Forward to Summer Driving
July 21, 2025
ViewTEAM
REPLAY: TEAM: AI, Rovo and Outlook
July 17, 2025
ViewAMZN, DIS, GOOGL, NFLX, ROKU, TTD
REPLAY: TTD's Inventory & Demand in Q2'25
July 17, 2025
ViewHAS
REPLAY: Hasbro's Magic Growth Engine
July 16, 2025
ViewBC, HZO, MBUU, MCFT, MPX
REPLAY: BC: Still Taking on Water?
July 16, 2025
ViewZG, Z, RDFN, RKT, KBH, EXPI, COMP
REPLAY: Zillow Looking for Leads?
July 16, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
REPLAY: Utility Solar: Demand & Policy Changes in Q2
July 16, 2025
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: TL & LTL: Fighting For Volumes
July 15, 2025
ViewCHEF, PFGC, SYY, USFD
REPLAY: Foodservice: Dealing with Volume Uncertainty
July 15, 2025
ViewBECN, BLDR, CSL, OC, SGO FP
REPLAY: Roofing Demand still Leaky?
July 15, 2025
ViewHD, LESL, PNR, POOL
POOL, LESL Continuing to Slip & Slide? - Takeaways
July 15, 2025
ViewADS GR, DECK, DKS, FL, NKE, ONON
REPLAY: US Sneaker Demand Cramping Up?
July 14, 2025
ViewFBIN, FERG, MAS, ZWS
REPLAY: FBIN: Moen & Market Flows
July 14, 2025
ViewCRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
REPLAY: Concrete Insights: Q2’25 Recap
July 14, 2025
ViewCAVA, CMG, SG
REPLAY: Fast Casual Restaurants Searching for Customers
July 14, 2025
ViewACN, WIT, CTSH, AMZN, CRM, CSCO, CRWD, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, ZS
REPLAY: Q2'25 Software Update w/ $600M+ IT Integrator
July 14, 2025
ViewBYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Regional Casinos: Ride the Hot Hand? - Takeaways
July 11, 2025
ViewAMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q2 2025 Digital Advertising Update - Takeaways
July 11, 2025
ViewADS GR, DECK, NKE, ONON, UAA
REPLAY: ONON, DECK & NKE: Lacing Up for 2H25
July 11, 2025
ViewPAG, PCAR, R, RUSHA
REPLAY: Truck Leasing in Need of Demand?
July 11, 2025
ViewABT, DXCM, TNDM
REPLAY: Diabetes Tools: Pumping Up Demand
July 10, 2025
ViewAMZN, BYON, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q2’25 Update
July 10, 2025
ViewROL, RTO LN
REPLAY: ROL, RTO LN: Knocking on Doors?
July 10, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Q2’25 Grocery: Checking Out & Dining In?
July 10, 2025
ViewAAP, AMZN, AZO, DORM, GPC, MNRO, ORLY, PRTS, VVV
REPLAY: AAP, AZO, ORLY: DIY Still Deflated?
July 9, 2025
ViewCALM, VITL
REPLAY: CALM, VITL: Uneasy Recovery?
July 9, 2025
ViewALL AU, BYD, CHDN, CZR, DKNG, FLUT, GDEN, LNW, MGM, PENN, RRR, WYNN
REPLAY: Regional Casinos: Ride the Hot Hand?
July 9, 2025
ViewFVRR, KELYA, KFRC, KFY, MAN, RHI, TBI, UPWK
REPLAY: Q2'25 Staffing: Looking for Work?
July 8, 2025
ViewJBHT, HUBG, CHRW
Q2’25 Intermodal Trends and Outlook
July 8, 2025
ViewNOW
REPLAY: ServiceNow: Expanding the Platform
July 8, 2025
ViewFND, HD, LOW, MHK
REPLAY: FND & MHK: Unsteady Ground
July 8, 2025
ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: Aerospace MROs Dealing with Soaring Demand
July 8, 2025
ViewABNB, BKNG, EXPE, GOOGL, MAR
REPLAY: ABNB & Vacation Rentals: Q2'25 Bookings
July 8, 2025
ViewJBHT, KNX, SNDR, TFII, WERN
REPLAY: 1H’25 TL Market Check-In
July 8, 2025
ViewPRPL, SGI, SNBR
REPLAY: Mattress Demand: Still Sleeping in Q2?
July 7, 2025
ViewFERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: R&R in Transition
July 7, 2025
ViewBLDR, DHI, JHX, LEN, LPX, TOL
REPLAY: Spring Housing Market Woes
July 3, 2025
ViewATUS, CABO, CHTR, GLW, T, TDS, VZ
REPLAY: Navigating Fiber Competition
July 2, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q2 2025 Digital Advertising Update
July 2, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q2 2025 Digital Advertising Update
July 2, 2025
ViewHD, LESL, PNR, POOL
REPLAY: POOL, LESL: Continuing to Slip & Slide?
July 1, 2025
ViewCUBE, EXR, JBI, NSA, PSA
REPLAY: Q2’25 Self-Storage: Plenty to Un-Pack
July 1, 2025
View1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
REPLAY: Luxury Fashion Heating Up with Summer?
July 1, 2025
ViewAIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
New & Used Autos: Tariffs & Demand in Q2 - Takeaways
June 30, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
REPLAY: Global Freight Demand in Q2
June 26, 2025
ViewRBLX, U
RBLX Growth: Users, Bookings & Advertising
June 26, 2025
ViewBUD, SAM, STZ, TAP
Q2'25 Beer: Looking for Demand
June 25, 2025
ViewSTX, WDC
STX & WDC: HAMR Time? - Takeaways
June 24, 2025
View1128 HK, 0027 HK, GENM KL, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Luck of the Tariff Draw
June 23, 2025
ViewCMCSA, DIS, FUN, PRKS
Theme Parks: Epic Universe Update - Takeaways
June 20, 2025
ViewSTX, WDC
REPLAY: STX & WDC: HAMR Time?
June 6, 2025
ViewAMZN, APP, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Mid-Quarter Digital Ad Musings - Takeaways
June 5, 2025
ViewCHWY, ELAN, IDXX, PETS, WOOF, ZTS
REPLAY: CHWY: Disrupting Traditional Vet Practices
June 4, 2025
ViewDIS, FUN, PRKS
Theme Parks Brace for Epic Opening? - Takeaways
June 4, 2025
ViewBN FP, KO, NESN SW, PEP, PRMB
REPLAY: Primo Brands: Navigating the Waters
June 3, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Mid-Quarter Digital Ad Musings
May 30, 2025
ViewKER FP, CFR SW, CDI FP, CPNG, MC FP, MYTE
Luxury Fashion CEO Talks Demand & Tariffs - Takeaways
May 28, 2025
ViewDHI, LEN, TOL
DHI, LEN, TOL: Affordability Woes - Takeaways
May 23, 2025
ViewTMDX, XVIVO SS
TMDX: A Heart Transplant Surgeon's Perspective
May 22, 2025
ViewAMZN, BIGC, SHOP, SPSC
REPLAY: Ecommerce Logistics and Seller Tools
May 21, 2025
View1913 HK, CFR SW, CPNG, KER FP, MC FP, MYTE
REPLAY: Luxury Fashion CEO Talks Demand & Tariffs
May 21, 2025
ViewAOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
REPLAY: FERG: Plumbing Demand Hot or Cold?
May 20, 2025
ViewCRM
REPLAY: CRM Forcing Agents?
May 19, 2025
ViewBURL, ROST, TJX
Off-Price Retail: Tariff Winner or Loser? - Takeaways
May 15, 2025
ViewDHI, LEN, TOL
REPLAY: DHI, LEN, TOL: Affordability Woes
May 14, 2025
ViewAMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics' Tariffs Blemish - Takeaways
May 14, 2025
ViewCRWD, MSFT, OKTA, PANW, S, ZS
REPLAY: CRWD, OKTA, PANW: Performance & Platformization
May 13, 2025
ViewBRK.B, CVCO, SKY: Manufactured Housing Insights
May 12, 2025
ViewBMBL, GRND, MTCH
NOTES: Grindr Monetizing a Niche User Base - Takeaways
May 9, 2025
ViewPRPL, SGI, SNBR
Somnigroup: Q1 & Vertical Integration - Takeaways
May 8, 2025
ViewAMZN, CRM, CRWD, CSCO, DDOG, DT, ESTC, GOOGL, MSFT, NOW, ORCL, PANW, S, SNOW, TEAM, ZS
Q1'25 Software Update with $500M IT Integrator - Takeaways
May 8, 2025
ViewAN, CPRT, CVNA, IAA, KAR, KMX, RBA
Auto Auctions: Fresh Inventory in 2025 - Takeaways
May 8, 2025
View