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Speedwell Research

Everything we have picked from this writer, newest first.

Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…

Speedwell Research Aug 5

Perimeter Solutions’ Fire Safety EBITDA grew 1% as USDA pricing and a DLA inventory transition weighed, while its $120 million Monaco…

Speedwell Research Aug 5

Floor & Decor’s same-store sales improved to minus 2% in 2Q26, while $45 million of tariff refunds lifted profit and funded pricing,…

Speedwell Research Aug 4

Meta’s $140 billion 2026 capex plan pressures earnings while it bets on AI products and cloud sales to monetize excess compute before…

Speedwell Research Jul 31

Adobe trades at 14 times earnings after a 65% decline, while AI, Canva and Figma threaten subscriptions, customer acquisition and its…

Speedwell Research May 26

Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…

Speedwell Research May 6

Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…

Speedwell Research May 1

Meta grew first-quarter revenue 33% as AI lifted engagement and ad conversion, while data-center depreciation cut margins and personalized…

Speedwell Research Apr 29