(For a PDF of this post click here) 2Q25 Update. FND reported 2Q25 and the stock was up 3% after hours. Net revenues increased +7% y/y to $1.13bn with comparable sales +0.4%. This was the first tim…| Speedwell Research
Podcast · Speedwell Research, LLC · Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and a...| Spotify
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For our latest research report, we chose to cover Floor & Decor (FND, ~$8bn market cap). If you take Costco and mix it with Sherwin Williams and focus on just the hard surface flooring market, …| Speedwell Research