UPON FURTHER REVIEW
The considered view, once the noise settles.
Every company under dedicated coverage gets an Upon Further Review report each quarter, typically within 3–5 business days of its earnings call. It goes well beyond the sell-side’s earnings recaps: what actually changed, what it means, and an updated financial model. Included in both paid plans.
DEEP DIVES
Original research you won’t find anywhere else.
At least twice a year for every company under dedicated coverage, a Deep Dive goes well beyond the earnings calls, with store visits, channel checks and primary research that most of the sell-side no longer has time to do. Included in the $500 plan.
Why the sell-side rarely does this: read Confessions of a Sell-Side Analyst →
Upon Further Review: Adidas (11/5/26)
How much apparel is inside Adidas' 19% running growth, and markdown checks on adidas.com, nike.com and run specialty showing what US growth costs.
Western Investors Rarely Dig Into Asia…
Store checks at athletic retailers in Hong Kong and Japan: HOKA, On and Arc'teryx look strong while Nike is heavily discounted in Japan.
London Calling: Adidas Declares War
How Adidas is outpacing Nike in running and soccer heading into the World Cup.
Three Is A Magic Number
Adidas looks set to win in three of its four key sports, with the US World Cup as its way into American consumers.
Fashion Island: A "Tight Fit" For Athleisure
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.
Ground Zero in the Athletic Footwear Debate
Why Foot Locker is where the athletic footwear share shift shows up first.