Canadian Research Monitor: Research Highlights: Week of June 15 - June 19

Research evidence excerpt

Canadian Research Monitor: Research Highlights: Week of June 15 - June 19

Ken Goldman AC North America Equity Research

(1-212) 622-0359 22 June 2026 J P M O R G A N

ken.goldman@jpmorgan.com

All Reports

Sector Analyst Research

Capital Goods

SMid Cap Industrials: Skin in the Game: Management Alignment and Value Creation Tomohiko Sano Link

SMid Cap Industrials: Safety Culture: 80,000 Miles, 35 Sites, and the Secret Sauce for Sustainable Growth Tomohiko Sano Link

Transportation & Logistics: Weekly Fast Track: Constructive Import Update from PoLA, Perspectives on Procedural Timeline for UP/NS Brian P. Ossenbeck, CFA Link

Consumer

Retail vs. AMZN: Episode 14: Retail vs. AMZN in an Agentic World; Deep Dives into the AMZN/WMT Battle Christopher Horvers, Link

CFA

Retail vs. AMZN in an Agentic World Christopher Horvers, Link

Robotaxi Industry: Key Highlights and Takeaways from Recent Videos, Podcasts and Developments Rajat Gupta Link

North American Airlines: Fuel lower, estimates higher; our focus now is on capacity and DAL rerating; Upgrading our LUV and UAL Jamie Baker Link

Credit Ratings

Alimentation Couche-Tard: 4Q26 Preview – Fuel Could Pump Up Profits, Though Inside Sales Might Have Softened as the Quarter Thomas Palmer Link

Progressed

Telecom, Media & Technology

Shopify: Spring 2026 Editions Highlights AI Product Momentum for Merchants, Developers, & Shoppers; Remain Overweight w/$150 PT Bryan M. Smilek Link

Equity Strategy & Technical Highlights

Global Developed Markets Strategy Dashboard Dubravko Lakos-Bujas Link

Equity Strategy: Market leadership: look for risk-on, Cyclical trading in 2H, Europe, and potentially Consumer plays, included Mislav Matejka, CFA Link

Macro / Economics Highlights

Canada Michael S Hanson Link