Official FactSet AI Partner

Solutions / Asset Management & Research

Coverage that keeps its own books.

From the model to the initiation note, the agent works your coverage in one window: pulls consensus and fundamentals from FactSet, drafts in your house style, and traces every estimate back to the filing it came from.

Book a demo See a coverage note
Brightline Foods · BLF-US
4 workflows·ACTIVE·blf@coverage.arcalabs.ai
Add workflow
Workbench Deal Log Editor Explorer
Q2 print & estimate revision
Update FY26 for the Q2 print and show me what moved.
Used 4 tools · 12s Thinking…
Search files · BLF_10Q_Q2FY26.pdf1.4s
FactSet · BLF-US consensus2.2s
Read file · BLF_Model.xlsx3.4s
Write file · BLF_FY26_Revision.xlsx5.0s
FY26 goes from $4.10 to $4.04. Volume takes $0.12 out on the soft club channel; price and mix add $0.06 back. Consensus is $4.11, so this puts you 1.7% below. Saved as BLF_FY26_Revision.xlsx.
Excel
BLF_FY26_Revision.xlsx
Excel · 31 KB
v1
Reply to add a follow-up that sends when this finishes
ExcelBLF_Model.xlsx ExcelBLF_FY26_Revision.xlsxv1
BLF-US · FY26 estimates
Prior to Revised FY26 EPS
Post-Q2 estimate revision · $ per share
$4.10Prior FY26E
−$0.12Volume
+$0.06Price / mix
$4.04Revised
Every figure traced to its source · Adjusted EPS per your definitions
RevisionInputsSources
Files
01 — Filings
BLF_10Q_Q2FY26.pdf
02 — Model
ExcelBLF_Model.xlsxv4
ExcelBLF_FY26_Revision.xlsxv1
PowerPointPortfolio_Review.pptxv2
Definitions
Adjusted EPS
SBC Treatment
Segment Definition
Emails3
IR follow-up — club channel
Supervisory analyst queue
Workflows2
Coverage model refreshDaily
Earnings calendarWeekly
Every figure traced to the source Source: FactSet · pulled 16:40 ET

From the model to the note, in one workspace.

The challenge

Coverage never stops moving.

One name spans the model, the 10-K, the transcripts, FactSet consensus, and a note in your voice. Earnings season multiplies that across the list. ArcaLabs collapses those sources into one workspace and keeps every figure defensible.

02The model is revised

Sector models that refresh on a schedule.

Build a sector model once in the visual builder, then let it refresh itself on a schedule, a webhook, or a new filing, rebuilding the comparison set in your Excel template. These are agent-built workflows, not packaged products, so they're yours to shape and rerun.

Sector model refresh
Brightline Foods
Save as template Runs Run now

Agent Workflow

6/6 steps complete
  1. Step 1PendingRunningComplete

    Read the coverage definitions

    Adjusted EPS and Segment Definition, exactly as the coverage model states them.

    4m ago · 7s

  2. Step 2PendingRunningComplete

    Pull the comparison set from FactSet

    Prices, share counts and consensus estimates for the packaged-food set.

    4m ago · 39s

  3. Step 3PendingRunningComplete

    Check for new filings across the names

    Anything filed since the last run, matched to the name it belongs to.

    3m ago · 24s

  4. Step 4PendingRunningComplete

    Restate every name on the firm definition

    So the multiples in the set are actually comparable to Brightline.

    3m ago · 51s

  5. Step 5PendingRunningComplete

    Rebuild the set in the coverage template

    BLF_Model.xlsx — every estimate cited back to the filing or the consensus record.

    3m ago · 16s · 1 artifact

  6. Step 6PendingRunningComplete

    Flag what moved for the morning note

    Estimate changes and multiple moves since yesterday, ranked by size.

    2m ago · 5s

Runs
Schedule

Every weekday at 06:30 America/New_York

Next run in 19h

30 6 * * 1-5 America/New_York

Edit Pause Remove
  • RUNNINGSUCCEEDEDjust now

    Trigger: SCHEDULE

  • SUCCEEDED1d ago

    Trigger: SCHEDULE

  • SUCCEEDED2d ago

    Trigger: SCHEDULE

  • SUCCEEDED3d ago

    Trigger: SCHEDULE

03Every figure re-sourced

Every estimate opens to its source.

Click the flag on any figure and the source opens in app, scrolled to the exact line in the 10-K, the transcript, or the FactSet consensus record. Step through the tagged range and mark each one reviewed.

Gross margin held at 27.8% on revenue of $3,192.0M1 citation for the quarter. BLF_Model.xlsx Income Statement!B8 3,192.0
Audit · Brightline Foods 10-Q (Q2 FY2026) Income Statement · B8 · Net sales 1 of 10 SEC.gov
Citations (10) 54 reviewed
  • B8 · Net sales$3,192.0M10-Q for 2Q26
  • C8 · Cost of sales$2,305.0M10-Q for 2Q26
  • B22 · Adj. EBITDA margin15.2%Mgmt call · 2Q26 transcript
  • B9 · Operating expenses$512.0M10-Q for 2Q26
  • B14 · Gross profit$887.0M10-Q for 2Q26
  • F30 · Net debt$8,240.0M10-K for FY25
Value $3,192.0M Mark reviewedReviewed
Opened to the exhibit — $3,192.0M is the Net sales line for the November 30, 2025 column, read off the statement, not the commentary.
BRIGHTLINE FOODS, INC.
FORM 10-Q — QUARTERLY PERIOD ENDED 30 NOVEMBER 2025
Item 1. Financial Statements
Condensed Consolidated Statements of Earnings3 Condensed Consolidated Balance Sheets4 Condensed Consolidated Statements of Cash Flows5 Notes to the Financial Statements6
Condensed Consolidated Statements of Earnings
(In millions, unaudited)
Three Months Ended
November 30, 2025December 1, 2024
Net sales3,1923,200
Cost of sales2,3052,339
Gross profit887861
Operating expenses512505
Operating income375356

See accompanying notes to the financial statements.

10-Q for 2Q26$3,192.0M Prev Next Finish audit
04The note goes out

Initiation and update notes in your house style.

Real Word and PowerPoint, not a static export. The agent works from your golden-copy template and firm voice profile, so notes read on house with the same structure every quarter, every estimate and target still traced to source.

Recent 2 waiting on you 2 waiting on you · 4 new 2 waiting on you · 1 in progress · 3 new Across every deal you can open Mark all read
Today
  • Cascade Grocers folds club into grocery — split it out to match Brightline, or leave it as reported? Chat · Cascade Grocers · CGR-US Needs you 7m
  • IR follow-up — club channel Email · Brightline Foods · BLF-US · Reply to Brightline IR Draft ready 12m
  • Update_Note_Draft.docx File · Brightline Foods · BLF-US · Created by an agent 18m
  • Coverage model refresh Workflow · Brightline Foods · BLF-US · BLF_FY26_Revision.xlsx · FY26E $4.10 → $4.04 · took 4m Working · Search files 4mjust started 22m
  • Which names reference the Brightline comp set? Search · Every deal · 18 names · took 2m 34m
  • Earnings calendar Workflow · Brightline Foods · BLF-US · BLF_10Q_Q2FY26.pdf · took 6m 1h

Trust & security

Built for the way research desks buy software.

Compliance-first, sourced and audited end to end, and hosted on ArcaLabs' secure cloud: SOC 2 Type II, single-tenant VPC deployment available on request, and an Official FactSet Partnership for live, licensed data. Sealed folders and information barriers stay enforced, so the agent and search only reach what each user is cleared to see.

  • Official FactSet Partner

    Live, licensed, direct data access, not a reseller, not a crawled snapshot. FactSet is our default, certified data source; the platform is provider-agnostic and sources from other trusted providers however your firm prefers.

  • Built for regulated firms

    SOC 2 Type II, hosted on ArcaLabs' secure cloud, with single-tenant VPC deployment available on request and a full audit trail on every prompt and output.

  • Information barriers respected

    Sealed deal folders and ethical walls stay enforced. The agent and firm-wide search only reach what each user is cleared to see.

Schedule a Call

Connects to the systems your firm already uses

SharePoint
OneDrive
Google Drive
PowerPoint
Excel
Word
FactSet
Egnyte
Outlook

See it on one of your names.

Book a demo and we will run a live name through the coverage workspace: pull consensus, refresh the model, and draft an update note in your house style, every figure traced to source.

Book a demo