Equity Research Rewind

Highlighting our unique insights across key growth sectors.

Q2 2026

Equity Research Rewind is a publication highlighting William Blair’s in-depth thematic research from the past quarter. The Q2 2026 edition features comprehensive analysis across 9 themes: agentic AI adoption across the enterprise; humanoid robotics and the future of labor; trends across mobility and delivery platforms; AI-driven efficiency in insurance distribution; strategic shifts in consumer packaged goods; gene editing technology advances; the impact of GLP-1 therapies on consumer behavior; housing-related consumer trends; and evolving healthcare delivery models.

Consumer

Fitness Clubs and GLP-1s: Survey Suggests Continued Tailwinds

As more people use GLP-1 medications for weight loss, exercise and fitness companies may see increased demand.
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Industry Insights: Time for Chess, Not Checkers

The latest edition of Industry Insights explores why a contrarian approach may uncover opportunity in the consumer packaged goods sector.
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Restaurants and GLP-1s: Proprietary Survey Suggests Modest Impact on Restaurant Spending

This consumer research analyzes how GLP-1 medications are influencing appetite, eating habits, dietary preferences, restaurant visitation, and spending behavior.
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Survey of Industry Professionals and Consumers; Insight Into the Housing Market, Furniture, Mattresses, and Home Renovations

This consumer research analyzes how preferences, priorities, budgets, and behaviors are evolving amid housing market volatility.
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Financial Services and Technology

Insurance Distribution: Deep Dive on Broker Efficiency and AI

As AI is rapidly integrated into larger-scale insurance brokers, this report examines operating margins, efficiency impacts, and pricing environments.
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Healthcare

DECODER: CRISPR and Sharper—Gene Editing Technologies Shaping the Next Generation of Therapeutics

Advances in gene-editing technologies could lead to new treatment options for patients with severe unmet needs.
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Healthcare Mosaic: Shifting Sites of Care—Evolving Industry Trends Signal Major Shift in Points of Care Delivery

New technologies, care models, and demographic trends are reshaping how and where healthcare is delivered.
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Industrials

Race to Infinite Labor: The Humanoid Hypothesis

As aging populations and labor constraints put pressure on economic growth, humanoid robotics are emerging as a potential solution to the next productivity challenge.
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Technology, Media, and Communications

The Mobility Stack: Second Quarter 2026 Consumer Survey Insights

William Blair’s proprietary survey data highlights evolving consumer behaviors, spending patterns, and competitive dynamics across the mobility ecosystem.
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The State of Agentic AI: The Four Key Questions Defining the Enterprise AI Race

This report delves into the market opportunities, adoption, competitive landscape, and business models defining enterprise AI.
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William Blair Thinking

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William Blair Thinking

Equity Research Rewind

Q2 2026

Consumer

Fitness Clubs and GLP-1s: Survey Suggests Continued Tailwinds

Industry Insights: Time for Chess, Not Checkers

Restaurants and GLP-1s: Proprietary Survey Suggests Modest Impact on Restaurant Spending

Survey of Industry Professionals and Consumers; Insight Into the Housing Market, Furniture, Mattresses, and Home Renovations

Financial Services and Technology

Insurance Distribution: Deep Dive on Broker Efficiency and AI

Healthcare

DECODER: CRISPR and Sharper—Gene Editing Technologies Shaping the Next Generation of Therapeutics

Healthcare Mosaic: Shifting Sites of Care—Evolving Industry Trends Signal Major Shift in Points of Care Delivery

Industrials

Race to Infinite Labor: The Humanoid Hypothesis

Technology, Media, and Communications

The Mobility Stack: Second Quarter 2026 Consumer Survey Insights

The State of Agentic AI: The Four Key Questions Defining the Enterprise AI Race

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