M Science LLC

M Science LLC Pioneering the use of alternative data for investment professionals and corporations | [email protected]

08/26/2026

Cloud infrastructure demand is still elevated, with continued strength across both Microsoft Azure and AWS.

See what M Science’s latest cloud capacity data is signaling across the hyperscalers.

Request a sample report here: https://bit.ly/4wOYW4A

Our new monthly Security Software Industry Report offers clients actionable insights into the cybersecurity market, trac...
07/30/2026

Our new monthly Security Software Industry Report offers clients actionable insights into the cybersecurity market, tracking customer demand, AI adoption, competitive positioning, and government procurement trends across 19 leading security vendors, including Palo Alto Networks, Zscaler, Fortinet, Netskope, and Okta.

Our latest findings show security software demand remains strong, with elevated net customer additions, growing public sector adoption, and increasing overlap between cybersecurity growth and AI deployments led by Palo Alto Networks and Zscaler.

Access a sample report: https://bit.ly/4yHBIj3

Covering: Senior Analyst, Parker Snook

M Science has initiated coverage of Hims & Hers (HIMS) and launched its new Weight Loss & Health Tech Dashboard. The sol...
07/28/2026

M Science has initiated coverage of Hims & Hers (HIMS) and launched its new Weight Loss & Health Tech Dashboard.
 
The solution provides visibility into consumer spend, market share, subscriber growth, retention, web traffic, app engagement, and competitive dynamics across the rapidly evolving GLP-1 ecosystem - including HIMS, Ro, WeightWatchers, Noom, LifeMD, GoodRx, and more.
 
Q2 data showed accelerating industry spend growth, strong momentum at HIMS and Ro, and record web traffic for Wegovy.
 
Learn more and request a sample research report: https://bit.ly/4baNk3O

Covering Senior Analyst: Magalie Grossheim

InvestmentResearch ConsumerInsights HIMS Healthcare MScience

M Science invites you to our latest Q.E.P. Webinar:Quarterly Earnings Preview | Q2 2026🖥️ Thursday, July 23 | 10:00AM ET...
07/16/2026

M Science invites you to our latest Q.E.P. Webinar:
Quarterly Earnings Preview | Q2 2026

🖥️ Thursday, July 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/MSci-QEP-Q2-2026

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

earningspreview webinar

As the World Cup spotlight intensifies, sportswear competition is heating up. 🌍⚽🔥M Science Research Analyst Drake MacFar...
07/01/2026

As the World Cup spotlight intensifies, sportswear competition is heating up. 🌍⚽🔥
M Science Research Analyst Drake MacFarlane joined Bloomberg Markets: The Close to discuss how Nike and adidas are positioned heading into a major global demand moment, including what recent data suggests about apparel momentum, soccer jersey sales, and brand performance.

Watch it here: https://bloom.bg/4wkFWLp

Footwear WorldCup2026

🌍⚽ The World Cup is already driving meaningful shifts across the ecosystem - and the early signals are hard to ignore.Fr...
06/29/2026

🌍⚽ The World Cup is already driving meaningful shifts across the ecosystem - and the early signals are hard to ignore.

From a surge in streaming activity to a clear acceleration in sportswear demand, our data points to emerging winners - and untapped upside still ahead.

📺 Platforms with rights are seeing a spike in acquisition momentum
👕 Brands are benefiting from a wave of jersey-driven demand
📈 And performance is beginning to diverge across players

The World Cup isn’t just a global moment—it’s a real-time catalyst for consumer behavior.
Get in touch to see the data behind the story: https://bit.ly/3RbgOYq

Mixed signals steer the footwear industry as we head into the summer season, with pockets of strength emerging alongside...
06/19/2026

Mixed signals steer the footwear industry as we head into the summer season, with pockets of strength emerging alongside broader areas of pressure.

Our latest read suggests a shifting landscape across brands and channels, with differentiation becoming increasingly critical in the near term.
Check out M Science Consumer Products Analyst, Drake MacFarlane's thoughts on Footwear News – WWD: https://bit.ly/4gtgfn0

adidas ADDYY ONON

06/04/2026

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://bit.ly/4ufBH2b

Covering Analyst: Max Bosse

🍻 Cheers!

FWC26 Data InvestmentResearch BUD SAM TAP

06/02/2026

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://bit.ly/4o8tvQ4

InvestmentResearch

Address

45 W 25th Street
New York, NY
10010

Telephone

+6467511433

Alerts

Be the first to know and let us send you an email when M Science LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share