Executive Summary: Planet Fitness Inc. is a major franchisor and operator of fitness centers in the United States and beyond, with over 2,400 locations. They market themselves as a welcoming and affordable option for casual gym users, with a focus on creating a non-intimidating environment. Their signature “Judgement Free Zone” caters to those who might…
Executive Summary: SentinelOne is a leading American cybersecurity company founded in 2013 that specializes in endpoint protection using artificial intelligence and machine learning. Their cloud-based Singularity platform allows enterprises to detect, respond to, and prevent cyber threats across devices, including PCs, IoT devices, and cloud workloads. SentinelOne reported total revenue jumped 40% year-over-year to $186.4…
Executive Summary: GoodRx Holdings Inc. is a digital healthcare platform focused on making healthcare in the US more affordable. They run a website and app that allows users to compare prescription drug prices and access discounts at over 70,000 pharmacies. GoodRx also offers telemedicine consultations and comprehensive healthcare information. The company was founded in 2011…
Executive Summary: Capri Holdings Limited is a global fashion holding company known for its luxury brands. Founded in 1981 by Michael Kors, the company owns the Michael Kors brand alongside Versace and Jimmy Choo. They design high-end clothing, shoes, handbags and accessories and operate a network of retail stores worldwide. The company is also currently…
Company Overview Marvell Technology, Inc. is a leading semiconductor company specializing in data infrastructure solutions. Headquartered in Santa Clara, California, Marvell designs and develops advanced chips and system-on-chip (SoC) solutions for markets such as cloud computing, automotive, data centers, 5G infrastructure, and enterprise networking. The company was founded in 1995 by Sehat Sutardja, Weili Dai, and Pantas…
Executive Summary: Floor & Decor Holdings, Inc. is a specialty retailer focused on hard surface flooring and related accessories, operating warehouse-format stores across numerous U.S. states. The company provides a wide range of products, including tile, wood, laminate, and natural stone, catering to both professional installers and do-it-yourself homeowners. Floor & Decor has seen consistent…
Executive Summary: MP Materials Corp. is an American company focused on the production of rare earth materials. They own and operate the Mountain Pass mine in California, the only large-scale rare earth mining and processing facility in the Western Hemisphere. Their primary focus is on Neodymium-Praseodymium (NdPr), crucial for high-strength magnets used in electric vehicles…
Executive Summary: Rover.com is a Seattle-based company founded in 2011. They operate the world’s largest online marketplace connecting pet parents with pet care providers. Their services include dog walking, boarding, sitting, and drop-in visits, offered by a network of over 500,000 pet care providers across North America and Europe. The company is publicly traded on…
Executive Summary: ChargePoint Holdings, a major player in the electric vehicle (EV) charging game, boasts the world’s largest network in North America and Europe. Founded in 2007, they’ve been fueling the EV revolution with comprehensive solutions for homes, businesses, fleets, and everything in between. Their hardware, software, and services cater to a wide range of…
Executive Summary: Kenvue Inc. is a global consumer health company spun off from Johnson & Johnson. Kenvue manages a diverse portfolio of self-care, skin health, beauty, and essential health categories, including names like Tylenol, Neutrogena, Listerine, and Band-Aid. Kenvue focuses on providing science-backed everyday care solutions and aims to drive innovation within the consumer health…
