PLANS & PRICING
Every company, three levels of depth.
Start with the free first take. Subscribe for the considered view a few days later, or go all the way to original primary research.
IMMEDIATE CALL POSTMORTEM
Free
Unfiltered first reactions posted the moment an earnings call ends.
✓ Live on X within minutes of the call
✓ Archived on Substack and this site
✓ Every covered company we can get to each quarter
UPON FURTHER REVIEW
$350/yr
A considered report on new information, including a detailed financial analysis.
✓ Goes well beyond the sell-side’s earnings recaps, digging into new information in detail
✓ Every covered company, every quarter, typically 3–5 business days after the call
✓ Financial models for all 20 covered companies
✓ Full archive of Upon Further Review reports
DEEP DIVES
$500/yr
Original primary research you won’t find anywhere else, plus everything in Upon Further Review.
✓ Two or more original deep dives a year, per company
✓ Every Upon Further Review report and model
✓ Full archive of past deep dives
How it typically works around an earnings call
DAY 0 · CALL ENDS
The first take
Postmortem goes live on X, then Substack and this site. Free for everyone.
DAY 3–5
The considered view
Upon Further Review lands in subscribers' inboxes with the full report.
TWICE A YEAR+
The deep dive
Deep dives go well beyond the calls, with original work on a single company.
Compare plans
| FREE | $350 / YR | $500 / YR | |
|---|---|---|---|
| Immediate Call Postmortems | ✓ | ✓ | ✓ |
| Upon Further Review reports | — | ✓ | ✓ |
| Deep dives (2+ per year) | — | — | ✓ |
| Financial models | — | ✓ | ✓ |
| Research archive | Free notes | UFR archive | Everything |
| Email alerts | Yes-Substack | ✓ | ✓ |
FAQ
Which companies do you cover?
Twenty retail and consumer companies across athletic, apparel, footwear and home, from Nike and Lululemon to RH and Williams-Sonoma, plus work on the sector as a whole. Each has its own page with our research and financial model; the full list is in the Research library. Every company under dedicated coverage gets an Upon Further Review report each quarter and at least two deep dives a year.
What’s the difference between the two paid plans?
Both include every Upon Further Review report, our financial models and email alerts. The $500 plan adds the deep dives and access to the full research archive.
Is the postmortem really free?
Yes. Immediate Call Postmortems are free on X, Substack and this site. We write them when a call gives us something worth saying, so not every company gets one every quarter.
Can my colleagues share my subscription?
No. Each subscription is for one person. If several people at your firm want access, each needs their own subscription. Your firm can buy them by card on this page, or contact us to arrange billing.
Can I cancel?
Yes, anytime from your account. Subscriptions are billed annually and aren’t refundable, so you keep full access until the end of the year you’ve paid for, and it simply won’t renew.
I am an Angel Subscriber from the soft launch of your first year. What happens now?
Thank you. As a founding member you keep full access to everything, including Deep Dives, at your original $350.
Do you hold positions in the stocks you cover?
Every report states whether we hold a position in the stock it covers, and we don’t buy or sell a covered stock in the days around publishing a report on it. Details are in our Legal Disclaimer.
Is this investment advice?
No. Our research is general and impersonal, not advice tailored to you, and not a recommendation to buy or sell any security.