Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

United states Consumer staples / Thematic (Sector/Industry)

<ul><li>The top trend we are monitoring for 2025 is the impact that the burgeoning market for GLP-1 drugs has on the weight loss stocks.</li><li>Two pure-play weight loss names we monitor, MED and WW, have already been severely affected by the disruption caused by the GLP-1 drugs, and have been on the defensive in recent years.</li><li>The question is whether the dramatic retooling that those weight loss concepts have undertaken over the past 12- 18 months will be enough to stop the bleeding and right the ship.</li></ul>

The top trend we are monitoring for 2025 is the impact that the burgeoning market for GLP-1 drugs has on the weight loss stocks.Two pure-play weight loss names we monitor, MED and WW, have already been severely affected by the disruption caused by the GLP-1 drugs, and have been on the defensive in recent years.The question is whether the dramatic retooling that those weight loss concepts have undertaken over the past 12- 18 months will be enough to stop the bleeding and right the ship.

WTR Small-Cap Spotlight Recap: Return to Top-Line Growth Key for Direct Sellers