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

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Show Notes

(0:00) — Intro

(1:24) — Floor & Decor 2Q25 Update

(16:07) — Meta 2Q25 Update

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

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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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/

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

The Synopsis

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