AMZN, CRM, CRWD, DDOG, SNOW
REPLAY: Enterprise Spending Pulse
October 2, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q3 2025 Digital Advertising Update
October 2, 2025
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q3 2025 Digital Advertising Update
October 2, 2025
ViewFERG, HD, JHX, LOW, LPX, SHW, TREX
REPLAY: Repair & Remodel: Small vs Large Projects
October 1, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
REPLAY: Q3’25 Social Ad Spend Shifts
October 1, 2025
ViewJBHT, KNX, SNDR, TFII, WERN
REPLAY: Q3 Trucking: Still Looking for Inflection?
September 30, 2025
View1128 HK, 27 HK, 880 HK, GENTING MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: Let it Ride in Q4?
September 30, 2025
ViewCCL, DIS, NCLH, RCL, VIK
REPLAY: Cruise Demand Staying Afloat?
September 26, 2025
ViewNOW
REPLAY: ServiceNow: An AI Adoption Story
September 25, 2025
ViewCALM, VITL
REPLAY: CALM, VITL: A Fragile Balance
September 24, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Demand Picking Up - Takeaways
September 24, 2025
ViewBURB LN, 1913 HK, AS, CPNG, GOOS CN, KER FP, MC FP, MONC IM
Chill in the Air for Luxury Outerwear? - Takeaways
September 23, 2025
ViewQ3’25 CTV/OTT & Programmatic Ads Demand - Takeaways
September 23, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Demand Picking Up?
September 18, 2025
ViewFI, FOUR, GPN, TOST, XYZ
REPLAY: Shift4 Growing Through M&A?
September 16, 2025
ViewAMZN, GOOGL, META, PINS, RDDT, SNAP
Advertising & AI: Friend or Foe? - Takeaways
September 10, 2025
View1913 HK, AS, GOOS CN, CFR SW, KER FP, MC FP, MONC IM
REPLAY: Chill in the Air for Luxury Outerwear?
September 10, 2025
ViewLW
REPLAY: LW Focusing to Win?
September 9, 2025
ViewC-Stores & Summer Driving Demand - Takeaways
September 9, 2025
ViewPRPL, SGI, SNBR
Mattress Demand Pulse: Labor Day Sales - Takeaways
September 9, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, TikTok
REPLAY: Advertising & AI: Friend or Foe?
September 8, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q3’25 CTV/OTT & Programmatic Ads Demand
September 4, 2025
ViewBRLT, CFR SW, MC FP, SIG
Engagement Rings - Outshining Tariffs? - Takeaways
September 4, 2025
ViewCWH, GORV, REVG, THO, WGO
RV Dealers Q3'25 & 2025 Interview
September 4, 2025
ViewPRPL, SGI, SNBR
REPLAY: Mattress Demand Pulse: Labor Day Sales
September 3, 2025
ViewAOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG Preparing for Rate Cuts - Takeaways
September 3, 2025
View3382 JP, ATD CN, CASY, MUSA
REPLAY: C-Stores & Summer Driving Demand
August 28, 2025
ViewAMZN, DIS, GOOGL, NFLX, SPOT, TTD
TTD's Inventory & Demand in Q2'25 - Takeaways
August 28, 2025
ViewBECN, BLDR, HD, JHX, LPX, MHK
Building Products: Gearing up for 2H25? - Takeaways
August 27, 2025
ViewAOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
REPLAY: FERG Preparing for Rate Cuts
August 26, 2025
ViewNOW, TEAM
TEAM: AI, Rovo and Outlook - Takeaways
August 22, 2025
ViewCOTY, EL, ELF, MC FP, TGT, ULTA
REPLAY: Cosmetics Supply Chain Dealing with Disruption
August 22, 2025
ViewFERG, HD, JHX, LOW, LPX, SHW, TREX
R&R in Transition - Takeaways
August 22, 2025
ViewCYBR, MSFT, OKTA, PANW, SAIL
REPLAY: OKTA & Identity Management Competition
August 18, 2025
ViewAMZN, BYON, HD, LOW, TGT, W, WMT, WSM
REPLAY: IKEA’s View on Furniture & Tariffs
August 18, 2025
ViewCRM
REPLAY: Salesforce Flexing AI Agents?
August 13, 2025
ViewBURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail: Q2 Demand & Inventory Shifts
August 12, 2025
ViewFROG, GTLB, MSFT, TEAM
REPLAY: GTLB & the DevSecOps Evolution
August 12, 2025
ViewCHEF, PFGC, SYY, USFD
Foodservice: Lower Traffic, Lower Volumes? - Takeaways
August 11, 2025
ViewBRK.B, CALM, COST, VITL
CALM & VITL: Q2 Market Recalibration - Takeaways
August 7, 2025
ViewAZEK, JHX, LPX, TREX
Lumber & Decking: Soft Demand & Consolidation - Takeaways
August 7, 2025
ViewCOMP, EXPI, KBH, RKT, RDFN, ZG, Z
Zillow Looking for Leads? - Takeaways
August 6, 2025
ViewCHEF, PFGC, SYY, USFD
Foodservice: Dealing with Volume Uncertainty - Takeaways
August 6, 2025
ViewAMZN, EL, ELF, KSS, MC FP, TGT, ULTA
Cosmetics Tariffs Concealing Growth - Takeaways
August 5, 2025
ViewABNB, BKNG, EXPE, GOOGL
OTAs – Gauging Summer Travel Trends - Takeaways
August 5, 2025
ViewCRM, MSFT, NOW
ServiceNow: Expanding the Platform - Takeaways
August 5, 2025
ViewCRH, CX, EXP, HEI GR, HOLN SW, MLM, VMC
Concrete Insights: Q2’25 Recap - Takeaways
August 5, 2025
ViewCUBE, EXR, JBI, NSA, PSA
Q2’25 Self-Storage: Plenty to Un-Pack – Takeaways
August 4, 2025
ViewPRPL, SGI, SNBR
Mattress Demand: Still Sleeping in Q2?
August 4, 2025
ViewCOIN, 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
View