M Science

M Science has launched research coverage of Mercari (4385 JP) and is holding a Webinar on Thursday, Oct. 31, at 9AM HKT. (9PM ET on Oct. 30) Join us for a 15-minute discussion led by Research Analyst Sarah Jimerson, to learn about our insight into recent activity and trends at Mercari, alongside an overview of our new Mercari Dashboard -- with highlights into FQ1. To RSVP, click here: https://bit.ly/3Uu0bWy We look forward to seeing you there! Mercari Research Coverage Highlights 🔹 Geography: Japan & United States 🔹 KPIs: Total GMV (Japan GMV and U.S. GMV), Total MAU (Japan MAU and U.S. MAU) 🔹 Grants views into GMV, order, and AOV trends on Mercari's C2C marketplace in Japan (see chart below) 🔹 Presents spending data in the U.S., with visibility into market share and customer overlap 🔹 Provides user engagement metrics across Mercari's C2C marketplaces in Japan and the U.S. Mercari Dashboard Insights 🔹 Updated Frequency: Weekly 🔹 Geography: Japan and U.S. 🔹 Metrics: GMV, Orders, AOV, Spending, Transactions, Shoppers, Average Spend Per Shopper, Average Spend Per Transaction, Users, User Engagement #mercari #ecommerce #investmentresearch #altdata

Netflix reported millions of new streamers this previous quarter, with the ad-supported tier being an area of importance to watch for investors. Senior Research Analyst Magalie Grossheim offered additional insight into how the platform is performing for Reuters. Read her analysis here: https://reut.rs/3Yd3suh Within our #NFLX coverage, we grant visibility into net adds, cancelations, churn, dollars per transaction, price tier cohorts, hours watched for top titles, and more. Our Subscription Media Dashboard displays valuable Netflix insights, with details on plan-level statistics, price buckets, gross adds by type, digital purchases, European metrics, APAC and LATAM activity, and global web traffic. M Science also provides data-driven research for several digital and subscription media brands. Additionally, we publish a SVOD and Pay-TV Industry report, highlighting trends for Netflix and its key competitors, such as Hulu, Max, Disney+, Peacock, Paramount+, and more. Reach out to us to hear more about our depth of coverage: insights@mscience.com #altdata #netflix #subscriptionmedia #investmentresearch

Senior Analyst Magalie Grossheim is holding a Telecom Coverage Webinar on October 21, at 10AM ET. In the 15-minute presentation, she will highlight our research coverage into the Telecommunications industry, including leaders T-Mobile U.S., Inc. (TMUS), Verizon Communications Inc. (VZ), and AT&T Inc. (T). 📶 RSVP: https://bit.ly/4eMIFVA Coverage Highlights: We offer data-driven insights into postpaid phone gross adds, postpaid phone net adds, postpaid phone churn, ARPA, and FWA net adds within consumer segments. We also observe migration between carriers, migration from cable to wireless, migration from cable to FWA, cohort LTV, cohort DPU, cohort retention, and gross adds by income cohort. In addition to our written research, we offer key metrics in our NEW Telecommunications Dashboard. This includes gross adds, cancelations, dollars per transaction, net adds, churn, retention, LTV, cross penetration, engagement, mobile app MAU, mobile app downloads, and more. If you can’t make the event, feel free to message us and we can set up an opportunity to chat with our team: insights@mscience.com #telecom #T #TMUS #VZ #investmentresearch #altdata

M Science has launched our NEW Beauty Industry Research Report. 📝 Our monthly industry report offers spending trends for top beauty names: e.l.f. Beauty (ELF), Estee Lauder (EL), L’Oreal (OR FP), Oddity Tech Ltd (ODD), and Coty Inc (COTY). Research Analyst Drake MacFarlane provides commentary into brand, category, and country-level performance. Our analytics provide visibility into U.S. and European trends and tracks sell-through rates at top retail partners such as Sephora and ULTA. M Science also offers written research into e.l.f. Beauty and maintains a corresponding Beauty Dashboard. The solution supplies insights into 125+ brands across 25+ beauty companies. Metrics include spending trends, market share, category/type/line trends, customer retention, product performance, purchase price & frequency activity, DTC vs. wholesale channel dynamics, and more. Reach out to insights@mscience.com for more details! #beauty #makeup #skincare #fragrance #investmentresearch #altdata #ELF #EL #ODD #COTY #LRLCY

M Science values the insight and expertise offered by our colleagues across the company. Our new Thought Leadership Interview Series will highlight different members of our team, as they share their unique viewpoints on the alternative data and investment research industry. For our first installment, we spoke with Deputy Director of Research Kate Lyons. Check out her thoughts here: https://bit.ly/4h68AsD If you would like to hear more about our firm and our industry, please reach out to us: insights@mscience.com. #investmentresearch #altdata #thoughtleadership #MScience

M Science invites you to our Q3 Earnings Preview Webinar 🖥️ Wednesday, October 16 | 10:00AM EST In our 30-minute event, hear from our team of Analysts about non-consensus ideas, company-specific trends, and industry-level insights into company performances in Q3 2024, across the Asia-Pacific, Automotive, Consumer, TMT, Financials, and Industrials verticals. Secure your spot and RSVP here: https://bit.ly/4dGDBR6 Topics to be discussed, but not limited to: • The Impact of the Election Cycle on CDNs, Telecom, and Cable • APAC China and Stimulus Rally • Industry trends in Software, Online Dating, Automotive, Restaurants, Athleisure, Video Games and more • Rate Cut Impact to Industrials • Public Cloud AI Capacity Rollouts 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: insights@mscience.com #MScience #altdata #investmentresearch #earnings #earningswebinar #earningspreview

How do customers feel about McDonald’s new $5 value meal? Senior Analyst Matthew Goodman’s research is featured in Restaurant Dive. Read more here: https://bit.ly/3U0v0BS If you would like to learn more about our McDonald’s coverage, reach out to us! insights@mscience.com M Science provides detailed coverage on the Restaurants sector. In addition to MCD, we offer research into many industry leaders, including: BJRI, CAKE, CBRL, CMG, DPZ, DRI, PLAY, PZZA, QSR, SBUX, SHAK, TXRH, WEN, WING, and YUM. In addition to Analyst research, we offer our Silver Platter Dashboard solution, and accompanying API, where we track restaurant trends across 90+ brands. Reviewing in-store and third-party delivery aggregator data, we provide visibility into sales trends, including details on channel, average check, traffic, spending by region and state, unique customers, frequency, and more. #MCD #mcdonalds #fastfood #fastcasual #valuemeal #quickservice #altdata #investmentresearch

The MLB postseason is heating up; the NFL is several weeks into the season; and the NBA kicks off later this month. With all the excitement around sports, some fans are turning to Sports Betting. Senior Analyst Michael Erstad, CFA weighed in on the Sports Betting industry in his recent blog entry: 💰 https://bit.ly/3U2kKcd Michael and his team offer data-driven research reports and dashboards into Casinos & Gaming companies BYD, CZR, DKNG, FLUT, MGM, PENN, RRR, and WYNN. Want to speak to our team directly? Contact insights@mscience.com, and we will provide additional insight into our Casinos & Gaming offerings. #investmentresearch #altdata #casinos #sportsbetting #igaming #nfl #nba #mlb

Join M Science’s VP, Partnerships Sunaina Swaminathan for a deep dive into alt data at The Beryl Consulting Group LLC’s Alternative Investments Conference, October 28-29 in NYC. Not attending the event? Send us a message to speak with our data partnerships team directly: insights@mscience.com   #alternativedata #altdata #datasets #MScience #berylelites

M Science will be attending the Global Gaming Expo (G2E) in Las Vegas, NV. Senior Analyst Michael Erstad, CFA and Steven Threet of Client Relations are available for meetings at the conference on October 7-9. Our team is available to discuss our Casinos & Gaming coverage, company-specific trends, research reports, industry insights, and non-consensus ideas. Casinos & Gaming Research Coverage: BYD, CZR, DKNG, FLUT, MGM, PENN, RRR, WYNN. You can also read Michael’s thoughts about the Sports Betting industry in our NEW blog post: https://bit.ly/3N9YUj9 Reach out to us to schedule a time a time to meet or chat about our offerings: insights@mscience.com. See you at G2E! #G2E2024 #investmentresearch #altdata #igaming #sportsbetting #casinos