M Science LLC

M Science LLC Pioneering the use of alternative data for investment professionals and corporations | insights@msci

05/05/2026

M Science has initiated coverage of Sanrio (8136:JP) as part of our continued APAC expansion. Our research highlights the company’s increasingly material US and European exposure - now ~37% of revenue and key growth engines - powered by differentiated insight into US licensing/retail trends and European monetization.

Learn more and request a sample APAC research report: https://bit.ly/42ftQ9n

InvestmentResearch

05/05/2026

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 Wall Street Journal article here: In AI We Trust: Why Spending Is So Buoyant - WSJ

04/29/2026

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://www.bloomberg.com/news/articles/2026-04-28/starbucks-quarterly-sales-top-estimates-on-strong-us-rebound

SBUX

04/20/2026

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://bit.ly/4tRiNiu

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://bit.ly/Research-Coverage

webinar

Apple’s MacBook Neo signals a strategic push to expand its ecosystem by delivering strong value at the low end of the la...
04/14/2026

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://cnb.cx/47ZYAyo

macbook macbookneo

Stay Ahead of the AI ShiftEvery Sunday, we break down the AI, infrastructure, and enterprise technology trends that actu...
04/13/2026

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://bit.ly/4lS9Z9c
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://bit.ly/40NXq59

Tax refunds are up 10% this year thanks to new deductions, giving retailers hope—but analysts say many Americans may sta...
03/12/2026

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/CPA spoke with Modern Retail on consumer spending expectations amid tax season.

Check out John’s comments, here: https://bit.ly/4dhA7I8

03/10/2026

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://bit.ly/4s2nnJZ
Covering Analyst: Paul-Julien Burg

03/04/2026

Michael Marrale, CEO of M Science, led the conversation on how AI and modern data architecture are reshaping trading at the Jefferies Global Equity Trading Conference. The panel explored how advanced analytics and data‑driven workflows are transforming signal discovery, liquidity evaluation, and real‑time ex*****on across today’s markets.

Junta Nakai - Global Head of Financial Services and Sustainability,

Chaitanya Rudra - Senior Manager, Investment Management Fintech Strategies Team, Vanguard

AI MScienceMaddie

03/03/2026

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://bit.ly/3OL2FQb

Covering Analyst: Michael Erstad, CFA

InvestmentResearch

02/20/2026

Meet Maddie - The M Science Insight Copilot.
Leveraging advanced GenAI models grounded in M Science’s proprietary data and written research, Maddie gives clients the ability to accelerate extraction of intelligence from the M Science platform. Maddie turns the research process into a real time, force multiplier for investors -- delivering real time 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 investment professionals.

Meet Maddie, and set up a demo, today: https://bit.ly/4arb6Zx

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

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