M Science LLC

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

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

05/21/2026

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://bit.ly/4dV8a8V
Senior Research Analyst: Magalie Grossheim
 
Deezer Suno Data InvestmentResearch

05/13/2026

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://bit.ly/48Xtubj

DataEndpoints

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

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