M Science

Research Analyst Vinci Zhang has expanded our China Consumer coverage with the launch of Meituan (3690.HK) and our new China Food Delivery Dashboard, offering mobile receipt insights across major delivery platforms.   The launch provides a clear view of food‑delivery activity across China—tracking consumer behavior, competitive dynamics, and regional trends across Meituan, Taobao Quick Commerce and JD Food Delivery.   This enhanced visibility offers a powerful lens into platform performance and evolving market shifts, helping users understand how demand varies by region, city tier, and time period.   To access the dashboard and our broader China coverage, reach out: insights@mscience.com   #ChinaConsumer #FoodDelivery #AlternativeData #MScience #EquityResearch #Meituan  

M Science invites you to our latest Q.E.P. Webinar: Quarterly Earnings Preview | Q4 2025 🖥️ Tuesday, January 27 | 10:00AM ET In our 45-minute event, hear from our team of Analysts about standout ideas, company-specific trends, and industry-level insights into company performances in Q3 2025, across the Airlines, Asia-Pacific, Consumer, TMT, Financials, and Industrials verticals. Secure your spot and RSVP here: https://lnkd.in/e5GzP2ZP

Senior Research Analyst Charles Rogers, CFA is expanding our Software coverage with the launch of our LLM Software Dashboard, API, and new monthly LLM Industry Report. This LLM focused suite delivers near real time visibility into the LLM Software ecosystem, integrating spend analytics, B2B usage insights, enterprise deployments, and engagement trends across leading providers including OpenAI, Anthropic, Gemini, and more. M Science coverage spans leading players including Anthropic, OpenAI, Google Gemini, xAI, Microsoft Copilot, Lovable, and Replit. To learn more or access our LLM or Software research, reach out: insights@mscience.com Request a sample Research Report here to see the power behind our data-driven analyses: https://bit.ly/4b8ke63 #TMT #AI #SoftwareResearch #LLMSoftware #AlternativeData #MScience #investmentresearch

M Science is excited to announce our new research coverage of Figma Inc. (FIG). Senior Research Analyst Parker Snook delivers insight into Figma’s SMB revenue, billings, ARPU, global enterprise trends, competitive dynamics for key rivals Adobe and Canva, and product adoption for Figma Make (vibe coding tool) & Figma MCP. Clients can gain global insight into user trends across free and paid versions, broken out between US and Ex-US – also including gross/net adds and user churn for Figma Org, Enterprise, and Figma Sites. Send us a message to set up a call with Parker and our team: insights@mscience.com Request a sample Research Report here to see the power behind our data-driven analyses: https://lnkd.in/gQ85uR54 #FIG #Figma #software #altdata #investmentresearch #mscience

Research Analyst Drake MacFarlane has initiated coverage of Kering SA (KER.FP), expanding our Luxury & Fashion research. Key insights include: • Spending trends for Gucci, Saint Laurent, and Bottega Veneta across the U.S., Europe, and China • Market share and competitive analytics by region • Wholesale sell-through visibility via key retail partners All trends are available within our analyst written research and in our Luxury & Fashion Dashboard. Reach out to learn how you can access Kering data and our broader luxury coverage: insights@mscience.com Request a sample Luxury & Fashion Research Report: https://lnkd.in/gQ85uR54 #LuxuryRetail #AlternativeData #EquityResearch #MScience

M Science is at the ICR Conference today in Orlando, Florida, through January 14! Senior Research Analysts Matthew Jacob, CFA, and Matthew Goodman, CFA, along with members of our sales team, are available to discuss our consumer-focused products, evolving consumer trends, and company-specific insights as we kick off 2026. 2026 Themes to track with M Science: - Will #LULU turn around its women’s pants business? - Are food dollars shifting from restaurants to grocers, and what does that mean for consumer spending? - Can #AEO, #ANF and #URBN sustain their momentum? Grab our complete Consumer Research Coverage List & more, here: https://lnkd.in/gSZUMhKe And meet with us at ICR/Orlando! Reach out to insights@mscience.com.   #ICRConference #InvestmentResearch #AltData #ConsumerInsights #Retail #Restaurants

We were thrilled to welcome a group of students from the University of Oregon to our New York office on Wednesday! These up-and-comers had the opportunity to learn more about our firm, explore the world of data-driven insights, and connect with our team. A big thank you to the students for their curiosity and engagement—we love sharing what makes M Science unique and inspiring the next generation of talent! University of Oregon Lundquist College of Business Anjit Anand #MScience #UniversityOfOregon #DataDriven #CareerDevelopment #FutureLeaders

Introducing M Science’s NEW Industrial Data Center Dashboard, delivering deeper visibility into the thermal intensity of data center infrastructure. This solution introduces deployment-based metrics and granular regional detail, enabling you to monitor infrastructure build-outs and the adoption of thermally intensive components—critical for understanding advanced cooling technologies relevant to Vertiv (VRT). Alex Prudhomme Learn more: insights@mscience.com #altdata #mscience #DataCenters #IndustrialData #InfrastructureInsights

Top investors across the globe are harnessing the power of M Science data and AI to sharpen their investment process. Join us for a fireside chat on Dec. 4th, where our CEO, Michael V. Marrale sits with Miso.ai CEO Lucky Gunasekara at the Jefferies Kyoto Summit, to discuss practical AI takeaways for investors. 🔊From Models to Markets: How AI Is Reshaping the Investment Process What's on the agenda? 🔵 AI Strategy for Funds 🔵 Overcoming CIO Skepticism 🔵 Practical ways to harness AI & Data We hope to see you there! Not attending the conference? Message us at insights@mscience.com to set up a time to discuss how M Science can empower your investment decisions. And view our complete Coverage List, here: https://lnkd.in/gSZUMhKe #Jefferies #MScience #altdata #investmentresearch #AI

M Science will be attending the Jefferies Consumer Conference on November 18-19 in Miami.🌴 Senior Consumer Research Analyst covering Leisure, Michael Erstad, CFA, and members of our executive sales team will be free to connect for meetings and to help answer any questions on our breadth of Consumer solutions. Come ready to discuss Consumer trends, our complete Consumer Research & Data offerings, our EOY 2025 + 2026 product pipeline, and our Consumer Data Dashboard suite. Send us a message at insights@mscience.com to schedule a call with Michael and our team – chat soon! 🔵 Crucial Topics to Discuss: ✈️ NEW – Airlines: Methodology walkthrough, Travel Bookings Data, Sentiment Trends + more 🚗 Rideshare: Volume and gross bookings growth, competitive dynamics, and international growth 🎰 Casinos & Gaming: Las Vegas softness; Kalshi and Competitive Dynamics in OSB 🚢 Cruise Lines: Pricing Trends + latest Cruise Lines Dashboard update 🎟️ Ticketing & Events: LYV + current trends and pipeline of events + forward visibility See you in Miami! #altdata #investmentresearch #consumer #consumerresearch #consumerinsights #leisure