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  1. Unicorns are enabling the new economy and disrupting the old

    Are Discounters Overly Discounted by Investors?

    In our recent investor conversations, the Offprice sector is the most debated subsector in Softlines. Near-term industry data, read-throughs, and channel checks inflected several times through the first quarter, between periods suggesting improving trends, only to be followed by periods looking like low-income spending power constraints and reduced inventory availability, setting low-confidence expectations.

  2. Unicorns are enabling the new economy and disrupting the old

    Unicorns are enabling the new economy and disrupting the old

    We detail each company with unicorn status at the end of 2021 and the end markets in which they operate, looking at the disruptive factor they pose to incumbents. Moreover, we also provide more detailed profiles of 91 European unicorns, combining the public information available with the insights of our industry analysts to give an overview of their business models and the cumulative funding they have raised up to Q1 2022 and their competitive positioning.

  3. Public Safety Multi-Year Tailwinds Ahead

    Public Safety Multi-Year Tailwinds Ahead

    With rising crime, increased scrutiny is falling on police response. Given recent impacts from heavily publicized events, staffing challenges at police departments, and increased public safety spending via state/municipal/federal sources, technology-enabled solutions have strong potential to improve public safety.

  4. Restaurants with No Fear of the Dark

    Restaurants with No Fear of the Dark

    Restaurants are looking to maximise profits by running operationally efficient kitchens and generating new revenue streams. Delivery-enabled profit maximising techniques and asset sweating struggle to cohabit alongside traditional kitchen operations.

  5. Artificial intelligence allows detailed diabetes market research

    The proprietary Credit Suisse Healthcare Database allows us to follow the therapeutic journeys through various diseases.

  6. Market Dynamics Driving US Electric & Gas Utilities

    Market Dynamics Driving US Electric & Gas Utilities

    Inflation is expected to be a prominent theme for the group this year, as Utilities pass most costs through to customers, offering an inflationary hedge to investors. Monitoring customer bill inflation is vital in the current backdrop. Large-cap Utilities with multi-state jurisdictions and with exposure to commodities face less project risk than smaller regional peers.

  7. Asian Semiconductors – Does Elevated Inventory Mean a Slowdown?

    Asian Semiconductors – Does Elevated Inventory Mean a Slowdown?

    Semiconductor inventory was up two days QoQ to 86 in 4Q21. These levels are above the 81-day 4Q average since 2019 and the 69-day median in the past decade.

  8. Restaurants Mark to 2021 Market Share

    Restaurants Mark to 2021 Market Share

    The restaurant industry has demonstrated impressive resilience, with 2021 sales +24%, reaching ~$576.5BN, nearly fully recovering vs. 2019 (-0.3%), even as 1Q21 sales were still depressed amid broad-based dining restrictions and reduced mobility.

  9. How Might Water Levels Affect Power Supplies?

    How Might Water Levels Affect Power Supplies?

    A review of multiple data sources for British Columbia and the Pacific Northwest for current snowpack levels and water equivalent levels compared with those versus history shows low levels worthy of note.

  10. Can consolidation move the dial on European telecoms?

    Can consolidation move the dial on European telecoms?

    Telco economic returns remain poor and European telecoms is seen as fundamentally flawed by many investors. But can widespread consolidation – if it happens – change this picture?