M Science

Pioneering the use of alternative data for investment professionals and corporations Reach out at: [email protected]

[M Science @msciencellc]

Bottoms up! We’ve expanded our CPG Beverages coverage into Beer, just in time to track how the FIFA World Cup could impact key beer and beyond-beer names: BUD, TAP, and SAM.

Tap into data and analyses for 45 Alcohol brands and 135+ total Beverage brands – now with access to all client coverage via MCP.

Key Questions We Can Answer:
- How are TAP, BUD, and SAM tracking QTD in C-store?
- Which companies and brands are gaining/losing share?
- What beverage categories have been performing best? 
- What brands are gaining or losing distribution?

To learn more, send us a note or request a sample Beverages analysis: https://t.co/tBrcq0a8jG
Covering Analyst: Max Bosse
🍻 Cheers!

#CPG #Beverages #Beer #BeyondBeer #FIFAWorldCup #FWC26 #Data #InvestmentResearch #BUD #SAM #TAP

[M Science @msciencellc]

Our MCP server is now available.

Making it easier for teams to connect, access, and incorporate M Science directly within their AI workflows.

Learn more: https://t.co/xvead2iDTl

#AI #DataDriven #MCP #Analytics #InvestmentResearch

[M Science @msciencellc]

We’re excited to announce the launch of our new Streaming Music Industry Report — delivering a monthly, data-driven view of subscriber growth, competitive dynamics, and key trends shaping the global music streaming landscape.

Questions we help answer:
- Which services are leading subscriber growth in the streaming music industry?
- How does Spotify’s subscriber growth stack up vs. peers?
- How quickly are the new gen AI streaming music services scaling and what are the potential impacts on the industry?

Learn more and request a sample research report:https://t.co/BTerSzVoVT

Senior Research Analyst: Magalie Grossheim

#MusicStreaming #AAPL #AMZN #SPOT #YouTube #Deezer #Suno #Data #InvestmentResearch

[M Science @msciencellc]

Introducing the M Science Unified Data Model (UDM) — a faster, simpler way to access Analyst Curated Data.
One consistent, scalable schema across 500+ data endpoints, meaning:

- Less setup
- Faster ingestion
- Quicker insights

Access data on 1,500+ companies, 260+ tickers, explore 90+ dashboards and our library of research — all in one place, in seconds.

Plus, our newly launched, redesigned Client Portal UI makes it easier than ever to discover data, customize workflows, and share insights.

Ready to streamline your data pipeline?

Explore UDM: https://t.co/rkC2UQvcpl

#UnifiedDataModel #UDM #Data #DataIngestion #API #DataEndpoints

[M Science @msciencellc]

Despite geopolitical uncertainty, weak consumer sentiment, and slowing income growth, spending momentum remains resilient. According to John Tomlinson, Co‑Chief Research Officer at M Science, indicators across consumer activity continued to show strength into late spring, while business investment remains heavily concentrated in AI - driving the strongest capex growth in years.

Read the full @WSJ article here: In AI We Trust: Why Spending Is So Buoyant - WSJ

#AI #ConsumerSpending #InvestmentResearch #MScience #DataDrivenInsights

[M Science @msciencellc]

Starbucks’ U.S. turnaround is taking hold. Stronger results point to growing momentum from store upgrades, faster service, and targeted menu innovation.

As M Science Senior Analyst Matt Goodman notes: “Changes implemented by the company over the last 18 months are fully bearing fruit,” with protein-boosted drinks and energy refreshers supporting traffic and average check growth.

Read full article on Bloomberg: https://t.co/I7QWilfFyJ

#Starbucks #ConsumerTrends #EquityResearch #InvestmentResearch #MScience $SBUX

[M Science @msciencellc]

As Section 232 tariff policy comes back into focus, our latest thematic work screens for companies that could be most financially exposed to recent changes by analyzing Mexico-based exports to the U.S. for +90 industrial companies using granular HS-level trade data.  The analysis highlights a concentration of potential exposure in names like CARR, LII, and WHR, both in absolute dollars and relative to company size. While directional by design, the takeaway is clear: with trade policy in flux, understanding company-specific Mexico manufacturing footprints is critical for identifying which names may face disproportionate risk as cross-border tariff frameworks continue to evolve.

#Tariffs #Manufacturing #SupplyChains #Industrials #EquityResearch

[M Science @msciencellc]

M Science invites you to our latest Q.E.P. Webinar:
Quarterly Earnings Preview | Q1 2026

🖥️ Thursday, April 23 | 10:00AM ET

Join our analysts for a 45-minute overview of standout company and macro insights and industry trends across Consumer, TMT (including LLMs), Airlines, Financials, Industrials, and global markets.

Secure your spot and RSVP here: https://t.co/9phv11ELKf

We look forward to seeing you there! If you can’t make it, our team is happy to connect and answer your questions.

Contact us and check out our complete research coverage list: https://t.co/YxDsjujlIT

#MScience #altdata #investmentresearch #earnings #earningspreview #webinar

[M Science @msciencellc]

Apple’s MacBook Neo signals a strategic push to expand its ecosystem by delivering strong value at the low end of the laptop market.
As M Science analyst Chandler Willison told CNBC, “[Neo] is a much more compelling offering at the price point for what you’re getting compared to a similar spec PC.”

Check out the insights: https://t.co/EBKeA16xnQ

#MScience #altdata #investmentresearch $AAPL #Semiconductors #macbook #macbookneo

[M Science @msciencellc]

Stay Ahead of the AI Shift
Every Sunday, we break down the AI, infrastructure, and enterprise technology trends that actually matter for investors — no noise, no hype, just the signals moving markets.

Our AI Weekend Reading Briefing covers:

-Breakthroughs in AI agents, model efficiency, and real‑world capability gains

-Where capital is flowing across AI, cloud, telco, and digital infrastructure

-Early indicators of enterprise adoption, ROI trends, and sector winners

-Emerging risks — from security gaps to quantum‑level vulnerabilities

-The real‑world impact of agentic AI, automation, and next‑gen data systems

Read last Sunday’s briefing:
https://t.co/CLf9lNNlnK
If you want fast insights, early indicators, and the themes shaping where capital goes next — don’t wait for the narrative to catch up.

Subscribe to AI Weekend Reading: https://t.co/0jSJCXmssc

#AI #MScience #Data #InvestmentResearch

[M Science @msciencellc]

AI model adoption is shifting quickly, and M Science data reveals the insights.
Our latest usage intelligence shows Anthropic and Gemini accelerating across enterprise and consumer channels, while OpenAI’s growth is becoming more mixed with softening B2C and strengthening B2B.

Here’s a glimpse of what we’re helping clients uncover in real time:

- Who’s gaining (and losing) share across Enterprise and B2C?
- How are token volumes and engagement trends performing across major players OpenAI, Anthropic, Gemini, and xAI?
- Which AI models are driving the biggest market shifts?
- How is customer behavior evolving across B2B and B2C channels?

If you're tracking the AI competitive landscape, M Science has the insights.

Grab a sample LLM Industry Research Report, here:https://t.co/1NMRuZJY1r
Covering Analyst: Charles Rogers, CFA

#TMT #AI #LLMSoftware #Software #Data #MScience #InvestmentResearch

[M Science @msciencellc]

Tax refunds are up 10% this year thanks to new deductions, giving retailers hope—but analysts say many Americans may stash the cash or pay off bills amid economic uncertainty.

M Science Co-Chief Research Officer John Tomlinson CFA/CPAspoke with Modern Retail on consumer spending expectations amid tax season.

Check out John’s comments, here: https://t.co/RjftQOrLzD

#MScience #ConsumerInsights #Retail #ConsumerSpending #TaxSeason

[M Science @msciencellc]

Fast fashion is heating up across Europe.
M Science data shows traditional fast‑fashion brands gaining share—while discount platforms lose momentum.
We’re breaking down the shifts and answering key questions like:

-Who’s gaining and losing share across major European markets?
-How are fast‑fashion players performing vs. discounters?
-Which countries are driving the biggest changes?
-How are consumer spending behaviors evolving?

With data spanning 115+ brands and 40+ public companies, M Science delivers a granular view into Europe’s fast‑moving consumer landscape.

Want deeper insights? Reach out for a sample research report: https://t.co/emf97qu7Lc
Covering Analyst: Paul-Julien Burg

#MScience #EuroLens #ConsumerInsights #RetailData #AlternativeData

[M Science @msciencellc]

Airline spending is gaining altitude.  
Our latest pricing and bookings data shows that consumer spend in the airline industry is accelerating, outpacing trends from recent months. As travel demand continues to evolve, having a real-time read on the sector has never been more important.  

At M Science, our Airlines product helps answer key questions such as:  
What are the forward-looking indicators for airline bookings and pricing?  
How do pricing trends differ between Main Cabin and Premium Cabin classes?  
Where are we seeing the strongest demand shifts across airlines and routes?  

If you’re looking for deeper insights into airline performance, competitive dynamics, or category-level trends, we’re here to help.  

Reach out to learn more about M Science Airlines and how our data can support your decision making – and request a sample research report: https://t.co/z36HMJCtEA
Covering Analyst: Michael Erstad, CFA

#MScience #AirlinesData #Airlines #Data #Insights #InvestmentResearch

[M Science @msciencellc]

Meet Maddie - The M Science Insight Copilot.
Powered by our proprietary data and analyst research, Maddie turns the research process into a real time, interactive experience -- delivering instant, high conviction intelligence and data for 250+ public companies and hundreds of private names, across multiple industries.

With research grounded precision, dynamic market monitoring, and frictionless visualization, Maddie acts as a living market model for investors.

“The future of research is interactive, adaptive, and instantaneous." - Michael Marrale, CEO

Meet Maddie, and set up a demo, today: https://t.co/eBqgdCgSZq

#MScience #MScienceMaddie #MaddieInsightCopilot #AI #InvestmentResearch #Data

[M Science @msciencellc]

In our new Life360 (LIF) coverage, Analyst Chandler Willison highlights accelerating subscription growth, continued subscriber gains, and hardware trends. We also explore how Life360’s competitive position is evolving as the company expands its footprint across digital services and connected devices.

Interested in the full outlook? Connect with our team at [email protected].

Request a sample Research Report: https://t.co/PziG9OIBHd

#Life360 #ConsumerElectronics #AlternativeData #EquityResearch #MScience

[M Science @msciencellc]

We’re excited to see Drake MacFarlane, Research Analyst at M Science, featured in Retail Dive’s latest coverage on Crocs (CROX) and HEYDUDE.

The piece highlights how TikTok Shop is emerging as a meaningful driver of DTC growth for both brands — with Drake noting that while HEYDUDE continues to face wholesale challenges, its strengthening DTC performance on the platform is a positive indicator for the path ahead.

Read the full article here: https://t.co/0ybo1iiqEf

#MSscience #RetailAnalytics #ConsumerInsights #TikTokShop #FootwearIndustry #DTC $CROX

[M Science @msciencellc]

In addition to Research Analyst Max Bosse’s coverage launches of CELH and MNST, M Science now is breaking further into the Non-Alcoholic Beverage space with coverage of Vita Coco $COCO.

The coconut water category continues to grow, supported by broadening distribution and growing consumer demand for better-for-you hydration products. Max’s latest coverage delivers high frequency insights into sell through trends across channels, market share performance, the underlying drivers of price/mix and more.

This expansion is now fully accessible via our Beverages Dashboard & API, offering near real time visibility into category dynamics, competitive shifts, and product level trends across 90+ beverage brands.

To learn more, connect with us at [email protected] — or request a sample Research Report: https://t.co/S0yFoPtVd3

#MScience #COCO #Beverages #CPG #ConsumerInsights #Data