Reports

The daily brief, consolidated. Monthly and rolling reports that turn 30 editions into one sitting.

The August report · August 2026 207 signals, and the IPO window opened for everyone except the company everyone was watching. Every signal published in August, 31 editions, cross-checked and read together instead of one day at a time. The July report · July 2026 211 signals, one uncomfortable pattern for D2C founders. Every signal published in July, 30 editions, cross-checked and read together instead of one day at a time. Coming soon Pivots & Turnarounds The brands that changed their minds and lived — what broke, what they cut, and what the numbers looked like either side of the call.
One report, 30+ editions
Get the next 30 days as they happen, not just at the end of the month.