FirstLook

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FirstLook

July 01, 2026

First Look

Best SMID 'Core' Ideas Evercore ISI Focus

Evercore ISI’s Best SMID 'Core' Ideas Page 8

Surface Transportation

Evercore ISI

Transports: Don't Get Too Far Over Your Skis, but We're

Ringing the Bell on LTLs; U/g ODFL, SAIA, XPO to OP,

Global BeveragesWERN to IL Page 3

Jonathan Chappell NBWA BPI: Industry remains in expansionary territory;

Imports strong, improving +23 points YoY and +10 points

m/m Page 8

NIKE, Inc. (NKE)

Robert Ottenstein

Worst Case Avoided, But 2H Risk Remains Page 3

Michael Binetti In Line Life Science & Diagnostic Tools

LST – Takeaways from Pharma Procurement KOL Call

Payments, Processors & IT Services Page 9

Frisch's Feedback from the Field - June monthly spotlight: Vijay Kumar

Restaurant POS, enterprise payments in EMEA, Toast’s

pricing power, AFRM growth drivers, BNPL trends, Cash Storage

App risk, and more… Page 4

Monthly Storage Supply Report Page 9

Adam Frisch

Michael Griffin

Everpure (P)

DEEP DIVE into H2 & Beyond. Maintain OP. Page 4

Trucking Trends: Fireworks Display Page 10

Amit Daryanani Outperform

Jonathan Chappell

TAP List Changes Company Updates

Amer Sports, Inc. (AS)

Heineken NV (HEIA.AMS)

Near-Term Catalyst Pushed Out; Removing TAP Call Page 5

Expect 1Q trends to continue; Americas key watch point

Michael Binetti Outperform Page 10

Robert Ottenstein In Line

Price Target Changes

Constellation Brands (STZ)Bloom Energy Corp (BE)

First Look - Near expectations; Potential color tomorrow onBrookfield Expands AI Power Framework to $25B; Supports

June key Page 11Speed-to-Power Thesis Page 5

Robert Ottenstein OutperformNicholas Amicucci Outperform

ServiceNow, Inc. (NOW)Industrial

Thoughts Into F2Q & Takeaways From Quarterly PartnerQ2 Industrial Preview: After Lagging YTD, What Will Get