Independent equity research on the retail and consumer sector.
LATEST
Research the sell-side can’t afford to write.
No reason to hold back. M Squared Capital brings 20+ years of top-ranked retail and consumer coverage to institutional and individual investors. Our work combines earnings analysis, primary research and on-the-ground channel checks.
ESSAY
Why sell-side research needs fixing
A former sell-side analyst on why most written research goes unread, and what's behind it.
What we publish, and when
A typical year for every company under dedicated coverage.
AFTER EARNINGS
Immediate Call Postmortem
Unfiltered first reactions the moment an earnings call ends.
ONCE A QUARTER
Upon Further Review
A considered report on new information, including a detailed financial analysis.
TWICE A YEAR OR MORE
Deep Dives
Original primary research that you won't find elsewhere.
Coverage
20 companies across athletic, apparel, footwear and home.