Every earnings call. Every investor deck. Every AI signal buried in a 200-page annual report. Humanly impossible to track. Until now.

Your team brings the relationship. Rachel brings the context.

Most intelligence tells you what tech is installed. We tell you what AI strategy the CEO committed to on the last earnings call, which use cases are live in production, and the industry pulse behind the moves, for every major EMEA consumer & retail company. Updated as earnings drop. Sources cited.

150+ investor reports · 50+ companies profiled · Updated on earnings day · Growing to 300+

Currently onboarding in cohorts of 10

One platform. Two front doors.

GTM context intelligence

Know which accounts are AI-ready, who's 18 months out, and where your pitch lands. Vendor scores, earnings commitments, AI maturity, org signals, mapped across EMEA's top retailers and brands.

01 Paste up to 100 company names or tickers.
02 Rachel maps AI maturity, vendor white space, earnings commitments.
03 Walk into every meeting ahead of procurement.

First account brief in under 2 minutes.

Brand intelligence profiles

Structured, comparable profiles for every EMEA retailer and consumer brand that matters. Financials, AI maturity, vendor relationships, org signals, earnings quotes. See where your brand sits in the sector distribution.

EU AI Act pressure is real. Know what your sector peers are disclosing, before your board asks.

Build a watchlist of 5 to 50 companies. Tracked in your daily digest.

The world's largest EMEA retailers & CPGs. Tracked. Structured. Cited.

New companies added monthly. Suggest one →

Upcoming earnings · tracked live Full calendar on every profile
4Jun
H&M Group Apparel
Q2 2026 results
25Jul
LVMH Luxury
H1 2026 revenue
23Jul
Kering Luxury
H1 2026 results
Events on the radar · next 60 days Full events calendar in app →
9Jun
Shoptalk Europe Barcelona
Retail · AI buyer
11Jun
Viva Technology Paris
Tech / AI
22Jun
Cannes Lions Cannes
Marketing · AI
Google Cloud6 dimensions
  • 01GCP compute
  • 02Workspace + Gemini
  • 03Looker / Apigee
  • 04Chronicle
  • 05AppSheet
  • 06Vertex AI
Anthropic6 dimensions
  • 01Claude API
  • 02Claude Enterprise
  • 03MCP + tool use
  • 04Trust & Safety
  • 05Claude Code
  • 06Fine-tuning + evals

Every company. Every lens.

One structured brief per company: financials, AI maturity, vendor relationships, org signals, earnings quotes. Built from public sources only: investor reports, earnings transcripts, vendor case studies. Same shape every time, so you can compare without the legwork. Free to browse.

ASOS

E-commerce · United Kingdom · Multinational
Live profile Updated Apr 22, 2026 Next earnings: May 2026 EU AI Act: in progress
Revenue, FY25 (adj.)
£2.5B -14% YoY
Gross margin, FY25
47.1% +370bps YoY
Adj. EBITDA, FY25
£132M +60% YoY
Ticker
ASC.L LSE
AI maturity
4/5 AI PerformerRhetoric 4/5 · Production 4/5
Rachel's read
Turnaround showing: margin and EBITDA up despite -14% sales. AI embedded in the new commercial model (design workflow -75% time, "Styled for You," virtual try-on, Fermat upskilling). Watch FY26 for reactivation ROI. Source: ASOS FY25 RNS, 21 Nov 2025 ↗
AI TalentActive hiring: Data, Analytics & AI · careers.asos.com ↗
AI EnablementMicrosoft Confirmed·Google Confirmed·Anthropic·AWS·OpenAI (via Azure)·Mistral AI
AI Use casesAI Stylist (Azure OpenAI, Microsoft) Hybrid virtual try-on (launched 2025) Designer GenAI upskilling (Fermat partnership) Demand forecasting (ML · inventory optimisation)AI search (Constructor.io)Product data enrichment (Akeneo)
AI in latest earnings"We are accelerating our investment in AI-driven personalisation and demand forecasting, with a 40% increase in our data science headcount planned for FY26."ASOS CEO · H1 FY26 results, Nov 2025 · AI lead: Cliff Cohen, CTOPublic · LSE: ASC.L · Next results: ~May 2026 · asosplc.com/investors ↗
Ask Rachel"What's ASOS's biggest AI risk heading into FY26?"AI investment is front-loaded into capabilities (design workflow, try-on, forecasting) while revenue recovery is still uncertain. The risk: margin compression if capex outpaces top-line reactivation. FY26 Q1 results are the first real test. Watch for AI-driven reactivation rate in the first reporting.Ask Rachel on any company →
Compare Export Full profile →

Why Rachel, not just Google or ChatGPT.

Every company is mapped on two axes derived from investor documents and earnings calls. The quadrant tells you more than any single score.

AI Talker
High board rhetoric · Few confirmed production cases. Named programmes, strategic commitments. Thin on shipped output.
AI Performer ★
High rhetoric · Confirmed production. CEO champions AI, named tools live, quantified ROI. Building a compounding capability advantage.
AI Laggard
Low rhetoric · No confirmed cases. AI absent or incidental in investor materials. Likely behind the curve or unwilling to signal.
Silent Builder
Low rhetoric · Confirmed production. Doing without telling. Underrated. May move to Performer as they gain confidence to narrate.
← Low board AI rhetoricHigh board AI rhetoric →

Your brand's quadrant position is calculated free on sign-up. See where you land →

Structured, not summaries.

Same data model for every company. Not summaries. Comparable side by side.

A score. And a "so what."

AI maturity score, quadrant position, and a plain-language read. So you know what to do next.

Every claim cites its source. We never guess.

Earnings transcripts, annual reports, investor decks, press releases, vendor case studies, analyst notes, regulatory filings. Each field tagged Confirmed or Estimated, always with a URL. No evidence = no claim.

Weeks of analyst work, done overnight.

EMEA has no SEC EDGAR. 50+ individual investor pipelines, each with its own format and schedule. Doable by hand, but it burns an analyst month every quarter. Rachel runs them all, on earnings day.

Independent, not vendor-produced.

No vendor funding. No paid placements. No sponsored scores.

Configure your access.

Make Rachel "your Agent." Pick the cadence, watchlist size, depth of sources, and agent-to-agent capacity that fit how you work.

01 · Cadence & seats
Monthly snapshot, weekly digest, or daily on earnings day. 1 to unlimited seats.
02 · Accounts
10 self-selected, a CPG or Retail pack of 30, the full EMEA watchlist, or a custom 100+ set.
03 · Depth of sources
Earnings only, + AI launches, or the full stack with vendor case studies and newsletter ingests.
04 · Export & agent-to-agent
CSV, API read, or a live data feed for your own agents and downstream tools.

Why this exists.

I built Rachel for myself. Working at enterprise level, first selling & delivering Data & AI transformation and leading GTM at Accenture for CPG and Retail companies, then inside consumer brands and luxury retail, I needed to understand the AI landscape across the whole industry. Not just my accounts. The whole sector. Who's building what, with which vendors, at what maturity level, and what they're actually committing to on earnings calls.

As an executive, keeping a finger on the industry AI pulse matters, but the alternative is hours on manual investor websites and analyst reports. Neither scales. Rachel does.

There was no tool that gave me that. So I built Rachel, an AI agent that reads the investor reports, tracks the vendor relationships, and structures the intelligence I needed. I used her every week. Then others started asking: can I have access to that?

I'm opening Rachel to the world, for GTM leaders selling AI into consumer & retail, and for the corporate AI executives on the other side making those buying decisions. Both need the same context. Neither should have to build their own Rachel.

Built from public sources only. Updated on earnings day. Not affiliated with any vendor.

FAQ

How are vendor scores produced?
Each score is derived from published customer stories, earnings call transcripts, press releases, and public CEO/CDO/CMO/CIO statements. Every company is mapped on two axes: board AI rhetoric warmth (1–5, from silent to AI-first narrative) and confirmed production use cases (0–5+, from no shipped output to 5+ named tools with quantified ROI). Where evidence is weak, the score is marked estimated rather than confirmed. Source URLs are attached at the vendor level so you can verify at any time.
How fresh is the data?
Updated on earnings day: when a tracked company reports, Rachel Retail updates that session. The 30-day earnings calendar is live on every company page. Pro subscribers receive a same-day refresh notification. The goal is the Circana model: always current, because stale data isn't intelligence.
Can I download the full dataset?
Yes, in a next phase. You'll be able to export the full vendor matrix as CSV, connect via API read access, or pipe a live data feed straight into your own tools and agents. That's where the magic happens.
Is this affiliated with Microsoft, Google, or Anthropic?
No. Rachel Retail is independently produced. No vendor pays to appear, rank better, or change their scores. The independence notice is in the footer.
Why EMEA to start?
Defensible beachhead, and a genuinely underserved market. North American retail is well-covered by US-focused products, partly because the SEC's EDGAR platform centralises every US filing in one place, making it relatively straightforward to run automated analysis at scale. In EMEA, there is no equivalent. Every company publishes its annual reports, earnings presentations, and transcripts on its own website, in its own format, on its own schedule. Tracking the top EMEA retailers and consumer brands means building and maintaining 50+ individual data pipelines. That's the moat. Expanding to 300+ globally is the roadmap.
I'm an equity analyst, what does Rachel Retail do for me specifically?
Replace four hours of Euromonitor with a four-minute search. Rachel Retail gives you AI CapEx exposure scores (0–5) per stock, vendor footprint breakdowns, and the exact earnings language CEOs and CFOs used to frame AI investment: all cited, all structured, all comparable across the sector. Pro tier includes CSV export of the full vendor matrix for modelling.
How is this different from HG Insights?
HG Insights tells you what tech is installed: a lagging indicator of past buying decisions. We tell you what AI strategy the CEO and CTO committed to on the last earnings call: a leading indicator of what they'll buy next. Two different data types, two different moments in the sales cycle. HG also covers all sectors and all tech globally; we go deep on consumer & retail, with financial context, earnings calendar, and source citations that HG doesn't provide.