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Dialogue. Meta and Floor & Decor Update, Calculating ROIC on AI spend, New Mature Store Unit Economics Revealed

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Manage episode 498979181 series 3618933
Content provided by Speedwell Research, LLC, Speedwell Research, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Speedwell Research, LLC, Speedwell Research, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from Floor & Decor and Meta. You can find free versions of these updates below.

Meta 2Q25 Business Update

Floor & Decor 2Q25 Business Update

**If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here.

~*~

For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro

(1:24) — Floor & Decor 2Q25 Update

(16:07) — Meta 2Q25 Update

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in META and FND. Furthermore, accounts one or more contributors advise on may also have a position in META and FND. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

  continue reading

107 episodes

Artwork
iconShare
 
Manage episode 498979181 series 3618933
Content provided by Speedwell Research, LLC, Speedwell Research, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Speedwell Research, LLC, Speedwell Research, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from Floor & Decor and Meta. You can find free versions of these updates below.

Meta 2Q25 Business Update

Floor & Decor 2Q25 Business Update

**If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here.

~*~

For full access to all of our updates and in-depth research reports become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

Show Notes

(0:00) — Intro

(1:24) — Floor & Decor 2Q25 Update

(16:07) — Meta 2Q25 Update

-*-*-*-*-*-*-*-*-*-*-*-*-*-*-

For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

*-*-*-

Follow Us:

Twitter: @Speedwell_LLC

Threads: @speedwell_research

Email us at [email protected] for any questions, comments, or feedback.

-*-*-*-*-*-*-*-*-*-*-

Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in META and FND. Furthermore, accounts one or more contributors advise on may also have a position in META and FND. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

  continue reading

107 episodes

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