54 published reports across 27 sub-industries — how the market prices the sector, which comparables set the range, and what has actually transacted.
The deeper cut: the landscape, the valuation spread, the situations that follow from it and the precedent transaction record.
Sector ReportSep 28, 2026Consumer Discretionary
This sector outlook maps Automotive Retail and Dealerships into dealer groups, marketplaces and adjacent models, using EV/EBITDA (CY2027E) valuation and precedent transactions. Built for owners, dealer groups, marketplaces and acquirers assessing where the market places credit and why the pricing gap persists.
Automotive Retail and Dealerships · 23 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This sector report examines how Specialty Retail's category-killer chains price on EV/EBITDA (CY2027E), covering public market valuation, precedent transactions and strategic implications. It is written for owners, operators and boards assessing where value sits across the peer set as of September 28, 2026.
Specialty Retail · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector benchmark of Apparel and Accessories Retail as of September 28, 2026, covering public comparables and precedent transactions. Built for owners, operators and boards weighing growth, margin and retail economics against how the market is pricing peers.
Apparel and Accessories Retail · 23 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector outlook on Online Marketplaces for owners, management and boards, covering valuation across vertical retail, listings, travel and business-to-business models, growth and margin drivers, precedent transactions, and the strategic agenda for building durable marketplace value.
Online Marketplaces · 23 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This report examines how the public market and the M&A record price companies across home improvement and furnishings retail as of September 2026, using EV/EBITDA (CY2027E) as the primary basis. Built for owners, boards and acquirers assessing where a business sits in a wide valuation range.
Home Improvement and Furnishings Retail · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector outlook on broadline and general merchandise retail, comparing valuation across mass discount, specialty big box and department store formats using EV/EBITDA (CY2027E), for investors, boards and acquirers assessing where format and box economics drive pricing.
Broadline and General Merchandise Retail · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This sector outlook maps public valuation tiers, business-model segments and precedent transactions across Travel and Experience Services, for investors, operators and boards assessing relative positioning and next-step priorities.
Travel and Experience Services · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
Maps Franchise and Multi-Unit Operations into four pricing groups—restaurant systems, fitness, personal care and adjacent models—using CY2026E EV/EBITDA across 23 public companies and 11 disclosed transactions. For owners, operators and capital allocators assessing where a system sits in the range.
Franchise and Multi-Unit Operations · 23 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This sector outlook compares Resorts and Casino Operations across integrated resort destinations and adjacent models, covering valuation, growth and margin drivers, and precedent transactions. Built for owners and investors assessing where forward pricing sits and what strengthens durable cash flow.
Resorts and Casino Operations · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector outlook on Specialized Consumer Services, comparing EV/EBITDA (CY2027E) valuation across 11 public operators and 8 precedent transactions, for owners, boards and acquirers assessing where route-based versus project-based service models are priced.
Specialized Consumer Services · 20 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector outlook on Gaming Equipment and Technology, covering public-company valuation, growth and margin drivers, precedent transactions and strategic implications for owners, operators and boards assessing capital allocation and business-model positioning.
Gaming Equipment and Technology · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector outlook on Gaming and Wagering Operations, covering destination casino resorts and adjacent listed vehicles: valuation, growth drivers, precedent transactions and strategic implications — for owners, management and boards assessing capital allocation and revenue quality.
Gaming and Wagering Operations · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A September 2026 valuation and situation analysis of the listed footwear sector, covering 11 companies across four business models, forward EBITDA multiples, growth and margin drivers, and precedent transactions. Built for footwear owners, boards and acquirers assessing where the market prices growth and margin today.
Footwear · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This report maps forward valuation and operating economics across 33 rated Restaurants and Foodservice companies, contrasting restaurant concepts with adjacent service models. Built for owners, operators and boards assessing growth, margin and precedent deal evidence as of September 2026.
Restaurants and Foodservice · 23 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector outlook on Leisure Facilities and Recreation, comparing live venues, out-of-home attractions and adjacent models on forward valuation, growth, margin and precedent deal terms. Built for investors, operators and boards evaluating where this sector's valuation premium sits and why.
Leisure Facilities and Recreation · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This sector report examines Hotels and Lodging valuation across 14 public companies and 31 disclosed precedent transactions, using EV/EBITDA (CY2027E) as the primary basis. It is built for owners, management teams and boards weighing capital allocation, fee mix and unit growth strategy.
Hotels and Lodging · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This report maps how the public market prices 16 apparel and clothing companies on EV/EBITDA (CY2027E), what separates the top and bottom of the valuation range, and what the recent transaction record shows about buyer priorities. Built for owners, boards and acquirers assessing positioning and strategy in the sector.
Apparel and Clothing · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This report examines eight listed luxury goods and jewelry companies across three business models — multi-brand houses, accessible brands and branded retail — on CY2027E EV/EBITDA, alongside precedent transactions, for owners, boards and acquirers assessing valuation and structure.
Luxury Goods and Jewelry · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector outlook on Security and Alarm Products, covering public company valuation on EV / EBITDA (CY2027E), the market landscape by business segment, precedent M&A transactions, and strategic implications for owners, acquirers and boards.
Security and Alarm Products · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
Benchmarks the Leisure and Recreational Products sector on forward EV/EBITDA (CY2027E) across manufacturers, specialty retail and adjacent models, plus precedent transaction pricing. Built for owners, operators and acquirers assessing valuation, channel dynamics and strategic options.
Leisure and Recreational Products · 22 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This report maps the Sporting Goods and Equipment sector across 8 companies, comparing valuation multiples, growth and margin cohorts, and recorded precedent transactions. It is built for owners, boards and acquirers assessing where category position and profitable growth are being priced today.
Sporting Goods and Equipment · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
This report examines the Home Furnishings and Furniture sector's split between whole-home brands and adjacent operating models, using EV / EBITDA (CY2027E) valuation, precedent transactions and situation analysis.
Home Furnishings and Furniture · 21 pages · Free to read
Sector ReportSep 28, 2026Consumer Discretionary
A sector-wide look at how 18 listed homebuilders are priced on forward earnings, what separates the top valuation band from the bottom, and what the recent transaction record shows. Built for investors and operators tracking valuation, land strategy and deal activity in homebuilding.
Homebuilding · 23 pages · Free to read
What moved, what companies announced and what changed in M&A, every two weeks.
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly briefing on Automotive Retail and Dealerships covering stock moves, company catalysts and M&A activity for September 14–28, 2026. Built for operators, acquirers and advisors tracking dealer earnings pressure and platform-level deal activity across the sector.
Automotive Retail and Dealerships · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly update on Specialty Retail covering company-level share price moves, major news catalysts, and the M&A transaction record for September 14–28, 2026. Built for owners, acquirers and advisors tracking dispersion, litigation risk and precedent deal pricing across category-killer retail chains.
Specialty Retail · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly briefing on apparel and accessories retail covering public market moves, company announcements and the M&A transaction record for September 14–28, 2026. Built for operators, acquirers and advisors tracking dispersion across 24 covered names and the sector's precedent transaction benchmark.
Apparel and Accessories Retail · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly read on Online Marketplaces: what moved in public markets, what companies announced, and what changed in M&A across 40 covered names, for operators, acquirers and advisors tracking the sector, September 14–28, 2026.
Online Marketplaces · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly read on Travel and Experience Services: public-market movers, the highest-impact company events, and any agreed M&A across a covered set of 13 names. Built for operators, acquirers and advisors tracking who owns supply versus who rents demand.
Travel and Experience Services · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly briefing on Broadline and General Merchandise Retail, tracking public market moves, company news and the M&A transaction record for operators, acquirers and advisers monitoring the sector's off-price versus discount-tier split.
Broadline and General Merchandise Retail · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
This bi-weekly update tracks public-market moves, company news and M&A activity across Home Improvement and Furnishings Retail for September 14–28, 2026, covering 9 names and the standing precedent-transaction record, for operators, acquirers and advisors monitoring sector momentum.
Home Improvement and Furnishings Retail · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly tracker of public market moves, company news and M&A activity across 21 covered franchise and multi-unit operators for September 14–28, 2026. Built for operators, acquirers and advisors weighing franchisee health against deal reference points.
Franchise and Multi-Unit Operations · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly tracker of stock moves, industry news and M&A activity across 11 covered resorts and casino operators for September 14–28, 2026, built for operators, acquirers and advisors watching sector pricing and deal flow.
Resorts and Casino Operations · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly update on Specialized Consumer Services covering public-market moves, company catalysts and M&A activity for September 14–28, 2026. Built for operators, acquirers and advisors tracking contracted-revenue and deferrable-service business models across the sector.
Specialized Consumer Services · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
This bi-weekly report tracks stock moves, company news and M&A activity across 12 covered gaming and wagering operators for September 14–28, 2026, helping operators, acquirers and advisors read what changed, why, and what it means.
Gaming and Wagering Operations · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly update on Gaming Equipment and Technology covering share-price moves, company announcements and the M&A transaction record for September 14–28, 2026. Built for owners, acquirers and advisors tracking sector-wide price action against underlying operating and deal activity.
Gaming Equipment and Technology · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly read on footwear-sector share moves, company news and M&A activity for September 14–28, 2026, built for operators, acquirers and advisors who need a fast, sourced view of what changed, who moved, what transacted, and what it means going forward.
Footwear · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
Bi-weekly coverage of the restaurants and foodservice sector for September 14–28, 2026, tracking public market moves, major news catalysts, and M&A activity. Built for owners, buyers and advisors tracking franchisee health, unit economics and deal multiples across 29 covered names.
Restaurants and Foodservice · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
This bi-weekly update tracks price moves, catalysts and M&A activity across 14 covered leisure and recreation names for September 14–28, 2026, built for owners, acquirers and advisors watching balance-sheet and ownership-driven moves in the sector.
Leisure Facilities and Recreation · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly read on Hotels and Lodging: which covered names moved, what companies announced, and what the M&A record shows for September 14–28, 2026. Built for owners, acquirers and advisors tracking fee-platform and specialty-operator performance across the sector.
Hotels and Lodging · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly update on the Apparel and Clothing sector covering stock moves, company announcements and M&A activity for September 14–28, 2026. Built for operators, acquirers and advisors tracking sector momentum, precedent deal pricing and the names driving performance across the covered set.
Apparel and Clothing · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly briefing on the Luxury Goods and Jewelry sector covering public market moves, company news and M&A activity for September 14–28, 2026, built for operators, acquirers and advisors tracking channel and distribution shifts across covered names.
Luxury Goods and Jewelry · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
This bi-weekly update tracks Security and Alarm Products market movers, news catalysts and the M&A transaction record for September 14–28, 2026, built for operators, acquirers and advisors following the sector.
Security and Alarm Products · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly update on Sporting Goods and Equipment covering stock moves, major company announcements and M&A activity for September 14–28, 2026, built for investors, operators and advisors tracking category leaders, portfolio actions and deal multiples in the sector.
Sporting Goods and Equipment · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly review of price action, company events and M&A activity across 11 covered Leisure and Recreational Products names for September 14–28, 2026, built for owners, acquirers and advisors tracking ownership-driven moves against sector and market benchmarks.
Leisure and Recreational Products · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
This bi-weekly update tracks company actions, market moves and M&A activity across Home Furnishings and Furniture for September 14–28, 2026. It covers 12 public names, precedent transaction pricing, and the period's governance, product and sourcing news for operators, acquirers and advisors.
Home Furnishings and Furniture · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly briefing on the Homebuilding sector covering public market moves, company announcements and the M&A transaction record for September 14–28, 2026. Built for operators, acquirers and advisors tracking product positioning, capital structure and deal benchmarks across 17 covered names.
Homebuilding · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly update on Automotive Electronics and Semiconductors covering public market movers, company news and the M&A transaction record for September 14–28, 2026, built for operators, acquirers and advisors tracking capability and capital-structure signals across the sector.
Automotive Electronics and Semiconductors · 7 pages · Free to read
Bi-Weekly UpdateSep 28, 2026Consumer Discretionary
A bi-weekly read on automotive filters and fluid components: price moves across the covered public set, the period's company news, and the M&A transaction record. Built for owners, acquirers, and advisors tracking this sector's two-market pricing split between industrial filtration and aftermarket replacement.
Automotive Filters and Fluid Components · 7 pages · Free to read
Company valuation reports run the same method against a single business, public or private.