September CPI Above Target But Within Expectations
The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.59% on a non-seasonally-adjusted (NSA) basis in September 2026. On a seasonally-adjusted (SA) basis, the…
Read analysis →Company analysis. Market perspectives.
Lark Research is an independent investment research provider founded in 1991 by Stephen P. Percoco. Steve produces short- and long-form research reports on publicly traded companies and reviews of economic and financial market trends. His Risk/Reward blog provides commentary and analysis on companies, industries, sectors and markets.
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Risk/RewardCompany and financial-market commentary
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Risk/Reward
Recent Analyses
Citius Pharmaceuticals Follow Up
The launch of LYMPHIR is underway. Citius reported $7.1 million of revenues for the nine months ended June 30. However, its YTD net loss widened…
Read analysis →The Campbell’s Company (CPB) 26Q3 Update
CPB reported 26Q3 diluted GAAP EPS of $0.41, vs. last year’s $0.22. YOY, net sales declined 4.4% to $2.37 billion, with comparable percentage declines in…
Read analysis →Research focus
Investment research services.
Lark Research provides regular research coverage primarily on U.S.-based publicly traded companies and the U.S. economy, as well as certain industries and asset classes. It also offers customized investment research services on a contract basis.
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Accounting and financial reporting
Making Principles-Based Accounting Standards Work
Why principles-based standards need stronger oversight and a more active role for investors in financial reporting.
Accounting and financial reporting
Working with Non-GAAP Performance Measures
How to use non-GAAP measures to assess company performance, and where common adjustments can mislead.
Fixed income investing
2026 Market Returns on TIPS
Quarterly analysis of TIPS returns, yields and inflation adjustments, with comparisons to U.S. Treasurys.