[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-openai-unit-economics":3,"mdc-bhc6cf-key":33,"related-repo-openai-unit-economics":1239,"related-org-openai-unit-economics":1362},{"slug":4,"name":4,"fn":5,"description":6,"org":7,"tags":11,"stars":22,"repoUrl":23,"updatedAt":24,"license":25,"forks":26,"topics":27,"repo":28,"sourceUrl":31,"mdContent":32},"unit-economics","decompose public company unit economics","Bottoms-up unit economics decomposition for any public company",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},"openai","OpenAI","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fopenai.png",[12,16,19],{"name":13,"slug":14,"type":15},"Research","research","tag",{"name":17,"slug":18,"type":15},"Financial Modeling","financial-modeling",{"name":20,"slug":21,"type":15},"Finance","finance",3992,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fplugins","2026-06-30T19:00:57.102",null,465,[],{"repoUrl":23,"stars":22,"forks":26,"topics":29,"description":30},[],"OpenAI Plugins","https:\u002F\u002Fgithub.com\u002Fopenai\u002Fplugins\u002Ftree\u002FHEAD\u002Fplugins\u002Fdaloopa\u002Fskills\u002Funit-economics","---\nname: unit-economics\ndescription: Bottoms-up unit economics decomposition for any public company\n---\n\nPerform a bottoms-up unit economics decomposition for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.\n\n**Before starting, read `..\u002Fdata-access.md` for data access methods and `..\u002Fdesign-system.md` for formatting conventions.** Follow the data access detection logic and design system throughout this skill.\n\nFollow these steps:\n\n## 1. Company Lookup\nLook up the company by ticker using `discover_companies`. Capture:\n- `company_id`\n- `latest_calendar_quarter` — anchor for all period calculations below (see `..\u002Fdata-access.md` Section 1.5)\n- `latest_fiscal_quarter`\n- Firm name for report attribution (default: \"Daloopa\") — see `..\u002Fdata-access.md` Section 4.5\n\n## 2. Series Discovery & Business Archetype Detection\nCast a wide net to discover ALL available series for this company. Search with multiple keyword sets to maximize coverage:\n- Financial: \"revenue\", \"income\", \"profit\", \"margin\", \"eps\", \"cost\"\n- Operating KPIs: \"subscriber\", \"user\", \"customer\", \"unit\", \"arpu\", \"retention\", \"churn\"\n- Segment\u002FProduct: \"segment\", \"product\", \"service\", \"geographic\"\n- Business-specific: \"store\", \"gmv\", \"order\", \"booking\", \"backlog\", \"premium\", \"loan\", \"aum\", \"room\", \"seat\", \"bed\", \"acreage\"\n\nCollect all unique series IDs. Read every series name and description returned. **This is how you learn what kind of business this is and what unit-level KPIs Daloopa tracks for it.**\n\nBased on series availability, classify the business into one of these archetypes (or a hybrid). This classification drives the entire report structure:\n\n| If you find series like... | Archetype | Unit = |\n|---|---|---|\n| ARR, MRR, net dollar retention, customers, ACV, churn, CAC, LTV | **SaaS \u002F Subscription** | Customer or subscription |\n| Store count, same-store sales, AUV, restaurant-level margin, new openings | **Unit-based retail \u002F Restaurant** | Store or unit |\n| GMV, take rate, orders, AOV, active buyers\u002Fsellers | **Marketplace \u002F E-commerce** | Order or transaction |\n| Subscribers, ARPU, churn, content spend per sub | **Consumer subscription (media\u002Fstreaming)** | Subscriber |\n| Premiums written, loss ratio, combined ratio, policies in force | **Insurance** | Policy |\n| NIM, loans, deposits, provision for credit losses, NCOs | **Banking \u002F Lending** | Loan or account |\n| ASP, units shipped, cost per unit, gross margin per unit | **Hardware \u002F Manufacturing** | Unit shipped |\n| AUM, management fee rate, performance fees, fund flows | **Asset Management** | Dollar of AUM |\n| Revenue per available room (RevPAR), occupancy, ADR | **Hospitality \u002F Lodging** | Room night |\n| RPM, RASM, CASM, load factor, ASMs | **Airlines \u002F Transportation** | Available seat mile |\n| Revenue per user, DAU, MAU, ARPU, engagement | **Digital platform \u002F Advertising** | User |\n| Beds, admissions, revenue per admission, case mix | **Healthcare facilities** | Admission or bed |\n| Acreage, production per acre, realized price per unit | **Commodity \u002F E&P** | Unit of production |\n\nIf the business is a hybrid or doesn't fit neatly, construct a custom framework from the available series. The archetype is a starting guide, not a constraint.\n\n**Edge cases:**\n- **Diversified \u002F multi-segment companies**: Pick the largest or most analytically interesting segment for primary analysis. Note other segments briefly. If the user specifies a segment, focus there.\n- **Pre-revenue \u002F early-stage companies**: Focus on burn rate per unit of growth, cash efficiency, and path to unit profitability.\n- **Financial companies (banks, insurance, asset managers)**: These have specialized unit economics. For banks, the \"unit\" is a dollar of assets — focus on NIM, fee income\u002Fassets, efficiency ratio, credit costs. For insurance, focus on the combined ratio decomposition. Don't force a SaaS or retail framework onto financials.\n- **Companies with no obvious unit-level KPIs in Daloopa**: Fall back to a margin bridge \u002F operating leverage analysis using standard income statement data. Decompose revenue into whatever sub-components are available (segment, geography, product line) and analyze profitability at that level. Note the limitation.\n- **Companies that stopped disclosing unit data**: Some major companies (e.g., Apple post-2018) no longer report unit shipments or ASPs. If unit-level data is not available, adapt to the highest-resolution decomposition the data supports (e.g., segment revenue × segment margin). Clearly flag the data gap and explain what proxy you used. Do not fabricate unit estimates.\n\n## 3. Unit Economics Data Pull\nCalculate 10 quarters backward from `latest_calendar_quarter`. Pull all archetype-relevant series identified in Step 2 for those periods, plus standard financials:\n- Revenue (total and segment)\n- COGS \u002F cost of revenue\n- Gross profit\n- Operating income\n- Net income\n- All operating KPIs relevant to the detected archetype\n\n**Derived metrics** (calculate from pulled data, label each as \"(calc.)\" and show formulas):\n- Revenue per unit (Revenue \u002F units)\n- Gross margin per unit\n- Contribution margin per unit (if variable costs are available)\n- Unit growth rate (QoQ and YoY)\n- Revenue per unit growth rate (QoQ and YoY)\n- Any archetype-specific derived metrics (e.g., CAC payback = CAC \u002F (ARPU × gross margin), LTV\u002FCAC, 4-wall margin, take rate, combined ratio)\n\n## 4. Qualitative Research\nSearch SEC filings for context on the unit economics. Use archetype-specific search terms:\n- **SaaS**: Try \"net dollar retention\", \"customer acquisition cost\"; fallback to \"expansion\", \"churn\", \"upsell\"\n- **Restaurant\u002FRetail**: Try \"average unit volume\", \"restaurant-level margin\"; fallback to \"same-store\", \"new unit\", \"unit opening\"\n- **Marketplace**: Try \"take rate\", \"gross merchandise value\"; fallback to \"active buyers\", \"order volume\", \"monetization\"\n- **Hardware\u002FManufacturing**: Try \"average selling price\", \"units shipped\"; fallback to \"ASP\", \"volume\", \"mix\"\n- **Insurance**: Try \"combined ratio\", \"loss ratio\"; fallback to \"underwriting\", \"premium\", \"policy\"\n- **Banking**: Try \"net interest margin\", \"provision\"; fallback to \"loan growth\", \"credit quality\", \"efficiency\"\n- **Digital platform**: Try \"average revenue per user\", \"monthly active users\"; fallback to \"engagement\", \"monetization\", \"ARPU\"\n- **General (all archetypes)**: Try \"unit economics\", \"pricing\"; fallback to \"profitability\", \"margin\", \"per unit\"\n\nExtract management commentary on pricing, retention, expansion, new unit openings, margin levers, etc. with document citations.\n\n## 5. Analysis & Report Synthesis\n\n**Section 1: Business Model & Unit Definition (brief)**\n- 2-3 sentence description of what the \"unit\" is for this business\n- Why this decomposition matters for understanding the company's economics\n- What the revenue build-up looks like: units × revenue-per-unit, or equivalent\n\n**Section 2: Revenue Decomposition**\n- Show the bottoms-up revenue build: how units × price\u002Frate × utilization (or equivalent) bridges to reported revenue\n- Table: quarterly history (10 quarters) showing each component\n- Highlight which lever is driving growth: volume vs. price vs. mix\n- Include growth rates (YoY) as sub-rows beneath each metric\n\n**Section 3: Unit-Level Profitability**\nThe core of the report. Show margin\u002Fprofitability at the unit level over time:\n- For SaaS: gross margin per customer, CAC payback period, LTV\u002FCAC ratio\n- For restaurants: 4-wall EBITDA margin, new unit payback, cash-on-cash return\n- For marketplace: contribution margin per order, after accounting for fulfillment\u002Ftransaction costs\n- For insurance: loss ratio + expense ratio = combined ratio per policy\n- For hardware: gross margin per unit, cost per unit breakdown\n- Adapt to whatever the business actually is\n- Table: historical trend with period-over-period change\n- Explicitly call out whether unit economics are improving or deteriorating and by how much\n\n**Section 4: Cohort \u002F Vintage Analysis (if data supports it)**\n- For subscription businesses: net retention curves, expansion vs. contraction\n- For unit-based businesses: same-store vs. new-store contribution, unit maturation\n- For lending: vintage loss curves, seasoning\n- If insufficient data for true cohort analysis, note this and substitute with proxy analysis (e.g., new customer growth rate vs. retention rate implies cohort behavior)\n\n**Section 5: Scalability & Operating Leverage**\n- How do unit economics change as the business scales?\n- Fixed cost absorption: which costs are truly fixed vs. variable per unit?\n- Show operating leverage by plotting revenue growth vs. cost growth\n- Incremental margins: are they expanding or compressing as the business grows?\n\n**Section 6: Key Drivers & What to Watch**\nThis is the most analytically valuable section. Based on the data, identify:\n- **The 3-5 metrics that matter most** for this company's unit economics, ranked by sensitivity \u002F impact\n- For each metric: current level, historical range, direction of travel, and what would cause it to inflect\n- **Bull case drivers**: what would improve unit economics (e.g., pricing power, mix shift to higher-margin products, operating leverage kicking in, retention improving)\n- **Bear case risks**: what would deteriorate unit economics (e.g., competitive pricing pressure, rising CAC, input cost inflation, regulatory impact on take rates)\n- Connect each driver to its P&L impact: \"a 100bps improvement in net retention would add ~$X to ARR\" or \"each new store generates ~$Xm in 4-wall EBITDA in year 2\"\n\n**Section 7: Summary Assessment**\n- 3-4 sentence verdict on the health and trajectory of the company's unit economics\n- Is this a business with improving, stable, or deteriorating unit economics?\n- What is the single most important thing to monitor going forward?\n\n**Analytical standards:**\n- **Three-layer density**: every data point should have context (vs. prior period, vs. peers if known) and an implication (what it means for the investment case)\n- **Show your math**: when you derive a metric (e.g., implied CAC = S&M expense \u002F new customers added), show the calculation explicitly so the reader can verify\n- **Flag data gaps**: if a key metric for the archetype isn't available in Daloopa's data, say so explicitly and explain what proxy you used or why the analysis is limited\n- **No generic filler**: if you don't have data to support a section, skip it or shorten it. Never pad with boilerplate\n- **Source everything**: every number should be traceable. Use Daloopa source citations per the design system conventions\n- **Prefer rates and ratios over absolutes**: unit economics are about efficiency, not scale. Lead with margins, returns, and per-unit metrics. Include absolutes as context\n\n## 6. Charts\nUse `infra\u002Fchart_generator.py` for charts. Include at minimum:\n1. A **revenue decomposition chart** (waterfall or time-series showing units × price → revenue)\n2. A **unit profitability trend chart** (time-series showing the key unit margin metric over time)\n3. Additional charts as warranted by the archetype (e.g., net retention waterfall for SaaS, same-store sales trend for restaurants, take rate trend for marketplaces)\n\n**All charts must be embedded in the HTML as base64 data URIs** (e.g., `\u003Cimg src=\"data:image\u002Fpng;base64,...\">`) so the report is fully self-contained with no external file dependencies. After generating each chart PNG, read the file and convert to base64 for embedding. Do not use relative `\u003Cimg src=\"filename.png\">` paths.\n\nIf chart_generator.py is unavailable, embed simple inline SVG charts directly in the HTML.\n\n## 7. Save Report\nSave to `reports\u002F{TICKER}_unit_economics.html` using the HTML report template from `..\u002Fdesign-system.md`. Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.\n\nStructure the report with these sections:\n\n```\n\u003Ch1>{Company Name} ({TICKER}) — Unit Economics Analysis\u003C\u002Fh1>\n\u003Cp>Generated: {date}\u003C\u002Fp>\n\n\u003Ch2>Summary\u003C\u002Fh2>\n{2-3 sentences: What is the \"unit\"? Are unit economics improving or deteriorating? Key takeaway.}\n\n\u003Ch2>Business Model & Unit Definition\u003C\u002Fh2>\n{Section 1 content}\n\n\u003Ch2>Revenue Decomposition\u003C\u002Fh2>\n\u003Ctable>\n| Component | Q(-9) | Q(-8) | ... | Q(latest) |\n{Units, revenue per unit, revenue — with Daloopa citations and YoY growth sub-rows}\n\u003C\u002Ftable>\n{Commentary on volume vs. price drivers}\n\n\u003Ch2>Unit-Level Profitability\u003C\u002Fh2>\n\u003Ctable>\n| Metric | Q(-9) | Q(-8) | ... | Q(latest) |\n{Archetype-specific unit margins — with Daloopa citations}\n\u003C\u002Ftable>\n{Commentary on unit economics trajectory}\n\n\u003Ch2>Cohort \u002F Vintage Analysis\u003C\u002Fh2>\n{Section 4 content, or note if insufficient data}\n\n\u003Ch2>Scalability & Operating Leverage\u003C\u002Fh2>\n\u003Ctable>\n| Metric | Q(-9) | Q(-8) | ... | Q(latest) |\n{Revenue growth vs cost growth, incremental margins}\n\u003C\u002Ftable>\n{Operating leverage assessment}\n\n\u003Ch2>Key Drivers & What to Watch\u003C\u002Fh2>\n{Ranked drivers with sensitivity analysis and bull\u002Fbear scenarios}\n\n\u003Ch2>Summary Assessment\u003C\u002Fh2>\n{3-4 sentence verdict}\n```\n\nAll financial figures must use Daloopa citation format: `\u003Ca href=\"https:\u002F\u002Fdaloopa.com\u002Fsrc\u002F{fundamental_id}\">$X.XX million\u003C\u002Fa>`\n\nTell the user where the HTML report was saved.\n\nHighlight the 2-3 most important findings about the company's unit economics and what they signal for the investment case.\n",{"data":34,"body":35},{"name":4,"description":6},{"type":36,"children":37},"root",[38,46,74,79,86,99,152,158,163,186,196,201,507,512,520,573,579,591,624,634,667,673,678,760,765,771,779,797,805,828,838,881,889,912,920,943,953,996,1004,1022,1030,1093,1099,1112,1144,1170,1175,1181,1201,1206,1218,1229,1234],{"type":39,"tag":40,"props":41,"children":42},"element","p",{},[43],{"type":44,"value":45},"text","Perform a bottoms-up unit economics decomposition for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.",{"type":39,"tag":40,"props":47,"children":48},{},[49,72],{"type":39,"tag":50,"props":51,"children":52},"strong",{},[53,55,62,64,70],{"type":44,"value":54},"Before starting, read ",{"type":39,"tag":56,"props":57,"children":59},"code",{"className":58},[],[60],{"type":44,"value":61},"..\u002Fdata-access.md",{"type":44,"value":63}," for data access methods and ",{"type":39,"tag":56,"props":65,"children":67},{"className":66},[],[68],{"type":44,"value":69},"..\u002Fdesign-system.md",{"type":44,"value":71}," for formatting conventions.",{"type":44,"value":73}," Follow the data access detection logic and design system throughout this skill.",{"type":39,"tag":40,"props":75,"children":76},{},[77],{"type":44,"value":78},"Follow these steps:",{"type":39,"tag":80,"props":81,"children":83},"h2",{"id":82},"_1-company-lookup",[84],{"type":44,"value":85},"1. Company Lookup",{"type":39,"tag":40,"props":87,"children":88},{},[89,91,97],{"type":44,"value":90},"Look up the company by ticker using ",{"type":39,"tag":56,"props":92,"children":94},{"className":93},[],[95],{"type":44,"value":96},"discover_companies",{"type":44,"value":98},". Capture:",{"type":39,"tag":100,"props":101,"children":102},"ul",{},[103,113,131,140],{"type":39,"tag":104,"props":105,"children":106},"li",{},[107],{"type":39,"tag":56,"props":108,"children":110},{"className":109},[],[111],{"type":44,"value":112},"company_id",{"type":39,"tag":104,"props":114,"children":115},{},[116,122,124,129],{"type":39,"tag":56,"props":117,"children":119},{"className":118},[],[120],{"type":44,"value":121},"latest_calendar_quarter",{"type":44,"value":123}," — anchor for all period calculations below (see ",{"type":39,"tag":56,"props":125,"children":127},{"className":126},[],[128],{"type":44,"value":61},{"type":44,"value":130}," Section 1.5)",{"type":39,"tag":104,"props":132,"children":133},{},[134],{"type":39,"tag":56,"props":135,"children":137},{"className":136},[],[138],{"type":44,"value":139},"latest_fiscal_quarter",{"type":39,"tag":104,"props":141,"children":142},{},[143,145,150],{"type":44,"value":144},"Firm name for report attribution (default: \"Daloopa\") — see ",{"type":39,"tag":56,"props":146,"children":148},{"className":147},[],[149],{"type":44,"value":61},{"type":44,"value":151}," Section 4.5",{"type":39,"tag":80,"props":153,"children":155},{"id":154},"_2-series-discovery-business-archetype-detection",[156],{"type":44,"value":157},"2. Series Discovery & Business Archetype Detection",{"type":39,"tag":40,"props":159,"children":160},{},[161],{"type":44,"value":162},"Cast a wide net to discover ALL available series for this company. Search with multiple keyword sets to maximize coverage:",{"type":39,"tag":100,"props":164,"children":165},{},[166,171,176,181],{"type":39,"tag":104,"props":167,"children":168},{},[169],{"type":44,"value":170},"Financial: \"revenue\", \"income\", \"profit\", \"margin\", \"eps\", \"cost\"",{"type":39,"tag":104,"props":172,"children":173},{},[174],{"type":44,"value":175},"Operating KPIs: \"subscriber\", \"user\", \"customer\", \"unit\", \"arpu\", \"retention\", \"churn\"",{"type":39,"tag":104,"props":177,"children":178},{},[179],{"type":44,"value":180},"Segment\u002FProduct: \"segment\", \"product\", \"service\", \"geographic\"",{"type":39,"tag":104,"props":182,"children":183},{},[184],{"type":44,"value":185},"Business-specific: \"store\", \"gmv\", \"order\", \"booking\", \"backlog\", \"premium\", \"loan\", \"aum\", \"room\", \"seat\", \"bed\", \"acreage\"",{"type":39,"tag":40,"props":187,"children":188},{},[189,191],{"type":44,"value":190},"Collect all unique series IDs. Read every series name and description returned. ",{"type":39,"tag":50,"props":192,"children":193},{},[194],{"type":44,"value":195},"This is how you learn what kind of business this is and what unit-level KPIs Daloopa tracks for it.",{"type":39,"tag":40,"props":197,"children":198},{},[199],{"type":44,"value":200},"Based on series availability, classify the business into one of these archetypes (or a hybrid). This classification drives the entire report structure:",{"type":39,"tag":202,"props":203,"children":204},"table",{},[205,229],{"type":39,"tag":206,"props":207,"children":208},"thead",{},[209],{"type":39,"tag":210,"props":211,"children":212},"tr",{},[213,219,224],{"type":39,"tag":214,"props":215,"children":216},"th",{},[217],{"type":44,"value":218},"If you find series like...",{"type":39,"tag":214,"props":220,"children":221},{},[222],{"type":44,"value":223},"Archetype",{"type":39,"tag":214,"props":225,"children":226},{},[227],{"type":44,"value":228},"Unit =",{"type":39,"tag":230,"props":231,"children":232},"tbody",{},[233,255,276,297,318,339,360,381,402,423,444,465,486],{"type":39,"tag":210,"props":234,"children":235},{},[236,242,250],{"type":39,"tag":237,"props":238,"children":239},"td",{},[240],{"type":44,"value":241},"ARR, MRR, net dollar retention, customers, ACV, churn, CAC, LTV",{"type":39,"tag":237,"props":243,"children":244},{},[245],{"type":39,"tag":50,"props":246,"children":247},{},[248],{"type":44,"value":249},"SaaS \u002F Subscription",{"type":39,"tag":237,"props":251,"children":252},{},[253],{"type":44,"value":254},"Customer or subscription",{"type":39,"tag":210,"props":256,"children":257},{},[258,263,271],{"type":39,"tag":237,"props":259,"children":260},{},[261],{"type":44,"value":262},"Store count, same-store sales, AUV, restaurant-level margin, new openings",{"type":39,"tag":237,"props":264,"children":265},{},[266],{"type":39,"tag":50,"props":267,"children":268},{},[269],{"type":44,"value":270},"Unit-based retail \u002F Restaurant",{"type":39,"tag":237,"props":272,"children":273},{},[274],{"type":44,"value":275},"Store or unit",{"type":39,"tag":210,"props":277,"children":278},{},[279,284,292],{"type":39,"tag":237,"props":280,"children":281},{},[282],{"type":44,"value":283},"GMV, take rate, orders, AOV, active buyers\u002Fsellers",{"type":39,"tag":237,"props":285,"children":286},{},[287],{"type":39,"tag":50,"props":288,"children":289},{},[290],{"type":44,"value":291},"Marketplace \u002F E-commerce",{"type":39,"tag":237,"props":293,"children":294},{},[295],{"type":44,"value":296},"Order or transaction",{"type":39,"tag":210,"props":298,"children":299},{},[300,305,313],{"type":39,"tag":237,"props":301,"children":302},{},[303],{"type":44,"value":304},"Subscribers, ARPU, churn, content spend per sub",{"type":39,"tag":237,"props":306,"children":307},{},[308],{"type":39,"tag":50,"props":309,"children":310},{},[311],{"type":44,"value":312},"Consumer subscription (media\u002Fstreaming)",{"type":39,"tag":237,"props":314,"children":315},{},[316],{"type":44,"value":317},"Subscriber",{"type":39,"tag":210,"props":319,"children":320},{},[321,326,334],{"type":39,"tag":237,"props":322,"children":323},{},[324],{"type":44,"value":325},"Premiums written, loss ratio, combined ratio, policies in 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unit",{"type":39,"tag":237,"props":369,"children":370},{},[371],{"type":39,"tag":50,"props":372,"children":373},{},[374],{"type":44,"value":375},"Hardware \u002F Manufacturing",{"type":39,"tag":237,"props":377,"children":378},{},[379],{"type":44,"value":380},"Unit shipped",{"type":39,"tag":210,"props":382,"children":383},{},[384,389,397],{"type":39,"tag":237,"props":385,"children":386},{},[387],{"type":44,"value":388},"AUM, management fee rate, performance fees, fund flows",{"type":39,"tag":237,"props":390,"children":391},{},[392],{"type":39,"tag":50,"props":393,"children":394},{},[395],{"type":44,"value":396},"Asset Management",{"type":39,"tag":237,"props":398,"children":399},{},[400],{"type":44,"value":401},"Dollar of AUM",{"type":39,"tag":210,"props":403,"children":404},{},[405,410,418],{"type":39,"tag":237,"props":406,"children":407},{},[408],{"type":44,"value":409},"Revenue per available room (RevPAR), occupancy, ADR",{"type":39,"tag":237,"props":411,"children":412},{},[413],{"type":39,"tag":50,"props":414,"children":415},{},[416],{"type":44,"value":417},"Hospitality \u002F Lodging",{"type":39,"tag":237,"props":419,"children":420},{},[421],{"type":44,"value":422},"Room night",{"type":39,"tag":210,"props":424,"children":425},{},[426,431,439],{"type":39,"tag":237,"props":427,"children":428},{},[429],{"type":44,"value":430},"RPM, RASM, CASM, load factor, ASMs",{"type":39,"tag":237,"props":432,"children":433},{},[434],{"type":39,"tag":50,"props":435,"children":436},{},[437],{"type":44,"value":438},"Airlines \u002F Transportation",{"type":39,"tag":237,"props":440,"children":441},{},[442],{"type":44,"value":443},"Available seat mile",{"type":39,"tag":210,"props":445,"children":446},{},[447,452,460],{"type":39,"tag":237,"props":448,"children":449},{},[450],{"type":44,"value":451},"Revenue per user, DAU, MAU, ARPU, engagement",{"type":39,"tag":237,"props":453,"children":454},{},[455],{"type":39,"tag":50,"props":456,"children":457},{},[458],{"type":44,"value":459},"Digital platform \u002F Advertising",{"type":39,"tag":237,"props":461,"children":462},{},[463],{"type":44,"value":464},"User",{"type":39,"tag":210,"props":466,"children":467},{},[468,473,481],{"type":39,"tag":237,"props":469,"children":470},{},[471],{"type":44,"value":472},"Beds, admissions, revenue per admission, case mix",{"type":39,"tag":237,"props":474,"children":475},{},[476],{"type":39,"tag":50,"props":477,"children":478},{},[479],{"type":44,"value":480},"Healthcare facilities",{"type":39,"tag":237,"props":482,"children":483},{},[484],{"type":44,"value":485},"Admission or bed",{"type":39,"tag":210,"props":487,"children":488},{},[489,494,502],{"type":39,"tag":237,"props":490,"children":491},{},[492],{"type":44,"value":493},"Acreage, production per acre, realized price per unit",{"type":39,"tag":237,"props":495,"children":496},{},[497],{"type":39,"tag":50,"props":498,"children":499},{},[500],{"type":44,"value":501},"Commodity \u002F E&P",{"type":39,"tag":237,"props":503,"children":504},{},[505],{"type":44,"value":506},"Unit of production",{"type":39,"tag":40,"props":508,"children":509},{},[510],{"type":44,"value":511},"If the business is a hybrid or doesn't fit neatly, construct a custom framework from the available series. The archetype is a starting guide, not a constraint.",{"type":39,"tag":40,"props":513,"children":514},{},[515],{"type":39,"tag":50,"props":516,"children":517},{},[518],{"type":44,"value":519},"Edge cases:",{"type":39,"tag":100,"props":521,"children":522},{},[523,533,543,553,563],{"type":39,"tag":104,"props":524,"children":525},{},[526,531],{"type":39,"tag":50,"props":527,"children":528},{},[529],{"type":44,"value":530},"Diversified \u002F multi-segment companies",{"type":44,"value":532},": Pick the largest or most analytically interesting segment for primary analysis. Note other segments briefly. If the user specifies a segment, focus there.",{"type":39,"tag":104,"props":534,"children":535},{},[536,541],{"type":39,"tag":50,"props":537,"children":538},{},[539],{"type":44,"value":540},"Pre-revenue \u002F early-stage companies",{"type":44,"value":542},": Focus on burn rate per unit of growth, cash efficiency, and path to unit profitability.",{"type":39,"tag":104,"props":544,"children":545},{},[546,551],{"type":39,"tag":50,"props":547,"children":548},{},[549],{"type":44,"value":550},"Financial companies (banks, insurance, asset managers)",{"type":44,"value":552},": These have specialized unit economics. For banks, the \"unit\" is a dollar of assets — focus on NIM, fee income\u002Fassets, efficiency ratio, credit costs. For insurance, focus on the combined ratio decomposition. Don't force a SaaS or retail framework onto financials.",{"type":39,"tag":104,"props":554,"children":555},{},[556,561],{"type":39,"tag":50,"props":557,"children":558},{},[559],{"type":44,"value":560},"Companies with no obvious unit-level KPIs in Daloopa",{"type":44,"value":562},": Fall back to a margin bridge \u002F operating leverage analysis using standard income statement data. Decompose revenue into whatever sub-components are available (segment, geography, product line) and analyze profitability at that level. Note the limitation.",{"type":39,"tag":104,"props":564,"children":565},{},[566,571],{"type":39,"tag":50,"props":567,"children":568},{},[569],{"type":44,"value":570},"Companies that stopped disclosing unit data",{"type":44,"value":572},": Some major companies (e.g., Apple post-2018) no longer report unit shipments or ASPs. If unit-level data is not available, adapt to the highest-resolution decomposition the data supports (e.g., segment revenue × segment margin). Clearly flag the data gap and explain what proxy you used. Do not fabricate unit estimates.",{"type":39,"tag":80,"props":574,"children":576},{"id":575},"_3-unit-economics-data-pull",[577],{"type":44,"value":578},"3. Unit Economics Data Pull",{"type":39,"tag":40,"props":580,"children":581},{},[582,584,589],{"type":44,"value":583},"Calculate 10 quarters backward from ",{"type":39,"tag":56,"props":585,"children":587},{"className":586},[],[588],{"type":44,"value":121},{"type":44,"value":590},". Pull all archetype-relevant series identified in Step 2 for those periods, plus standard financials:",{"type":39,"tag":100,"props":592,"children":593},{},[594,599,604,609,614,619],{"type":39,"tag":104,"props":595,"children":596},{},[597],{"type":44,"value":598},"Revenue (total and segment)",{"type":39,"tag":104,"props":600,"children":601},{},[602],{"type":44,"value":603},"COGS \u002F cost of revenue",{"type":39,"tag":104,"props":605,"children":606},{},[607],{"type":44,"value":608},"Gross profit",{"type":39,"tag":104,"props":610,"children":611},{},[612],{"type":44,"value":613},"Operating income",{"type":39,"tag":104,"props":615,"children":616},{},[617],{"type":44,"value":618},"Net income",{"type":39,"tag":104,"props":620,"children":621},{},[622],{"type":44,"value":623},"All operating KPIs relevant to the detected archetype",{"type":39,"tag":40,"props":625,"children":626},{},[627,632],{"type":39,"tag":50,"props":628,"children":629},{},[630],{"type":44,"value":631},"Derived metrics",{"type":44,"value":633}," (calculate from pulled data, label each as \"(calc.)\" and show formulas):",{"type":39,"tag":100,"props":635,"children":636},{},[637,642,647,652,657,662],{"type":39,"tag":104,"props":638,"children":639},{},[640],{"type":44,"value":641},"Revenue per unit (Revenue \u002F units)",{"type":39,"tag":104,"props":643,"children":644},{},[645],{"type":44,"value":646},"Gross margin per unit",{"type":39,"tag":104,"props":648,"children":649},{},[650],{"type":44,"value":651},"Contribution margin per unit (if variable costs are available)",{"type":39,"tag":104,"props":653,"children":654},{},[655],{"type":44,"value":656},"Unit growth rate (QoQ and YoY)",{"type":39,"tag":104,"props":658,"children":659},{},[660],{"type":44,"value":661},"Revenue per unit growth rate (QoQ and YoY)",{"type":39,"tag":104,"props":663,"children":664},{},[665],{"type":44,"value":666},"Any archetype-specific derived metrics (e.g., CAC payback = CAC \u002F (ARPU × gross margin), LTV\u002FCAC, 4-wall margin, take rate, combined ratio)",{"type":39,"tag":80,"props":668,"children":670},{"id":669},"_4-qualitative-research",[671],{"type":44,"value":672},"4. Qualitative Research",{"type":39,"tag":40,"props":674,"children":675},{},[676],{"type":44,"value":677},"Search SEC filings for context on the unit economics. Use archetype-specific search terms:",{"type":39,"tag":100,"props":679,"children":680},{},[681,691,701,711,721,730,740,750],{"type":39,"tag":104,"props":682,"children":683},{},[684,689],{"type":39,"tag":50,"props":685,"children":686},{},[687],{"type":44,"value":688},"SaaS",{"type":44,"value":690},": Try \"net dollar retention\", \"customer acquisition cost\"; fallback to \"expansion\", \"churn\", \"upsell\"",{"type":39,"tag":104,"props":692,"children":693},{},[694,699],{"type":39,"tag":50,"props":695,"children":696},{},[697],{"type":44,"value":698},"Restaurant\u002FRetail",{"type":44,"value":700},": Try \"average unit volume\", \"restaurant-level margin\"; fallback to \"same-store\", \"new unit\", \"unit opening\"",{"type":39,"tag":104,"props":702,"children":703},{},[704,709],{"type":39,"tag":50,"props":705,"children":706},{},[707],{"type":44,"value":708},"Marketplace",{"type":44,"value":710},": Try \"take rate\", \"gross merchandise value\"; fallback to \"active buyers\", \"order volume\", \"monetization\"",{"type":39,"tag":104,"props":712,"children":713},{},[714,719],{"type":39,"tag":50,"props":715,"children":716},{},[717],{"type":44,"value":718},"Hardware\u002FManufacturing",{"type":44,"value":720},": Try \"average selling price\", \"units shipped\"; fallback to \"ASP\", \"volume\", \"mix\"",{"type":39,"tag":104,"props":722,"children":723},{},[724,728],{"type":39,"tag":50,"props":725,"children":726},{},[727],{"type":44,"value":333},{"type":44,"value":729},": Try \"combined ratio\", \"loss ratio\"; fallback to \"underwriting\", \"premium\", \"policy\"",{"type":39,"tag":104,"props":731,"children":732},{},[733,738],{"type":39,"tag":50,"props":734,"children":735},{},[736],{"type":44,"value":737},"Banking",{"type":44,"value":739},": Try \"net interest margin\", \"provision\"; fallback to \"loan growth\", \"credit quality\", \"efficiency\"",{"type":39,"tag":104,"props":741,"children":742},{},[743,748],{"type":39,"tag":50,"props":744,"children":745},{},[746],{"type":44,"value":747},"Digital platform",{"type":44,"value":749},": Try \"average revenue per user\", \"monthly active users\"; fallback to \"engagement\", \"monetization\", \"ARPU\"",{"type":39,"tag":104,"props":751,"children":752},{},[753,758],{"type":39,"tag":50,"props":754,"children":755},{},[756],{"type":44,"value":757},"General (all archetypes)",{"type":44,"value":759},": Try \"unit economics\", \"pricing\"; fallback to \"profitability\", \"margin\", \"per unit\"",{"type":39,"tag":40,"props":761,"children":762},{},[763],{"type":44,"value":764},"Extract management commentary on pricing, retention, expansion, new unit openings, margin levers, etc. with document citations.",{"type":39,"tag":80,"props":766,"children":768},{"id":767},"_5-analysis-report-synthesis",[769],{"type":44,"value":770},"5. Analysis & Report Synthesis",{"type":39,"tag":40,"props":772,"children":773},{},[774],{"type":39,"tag":50,"props":775,"children":776},{},[777],{"type":44,"value":778},"Section 1: Business Model & Unit Definition (brief)",{"type":39,"tag":100,"props":780,"children":781},{},[782,787,792],{"type":39,"tag":104,"props":783,"children":784},{},[785],{"type":44,"value":786},"2-3 sentence description of what the \"unit\" is for this business",{"type":39,"tag":104,"props":788,"children":789},{},[790],{"type":44,"value":791},"Why this decomposition matters for understanding the company's economics",{"type":39,"tag":104,"props":793,"children":794},{},[795],{"type":44,"value":796},"What the revenue build-up looks like: units × revenue-per-unit, or equivalent",{"type":39,"tag":40,"props":798,"children":799},{},[800],{"type":39,"tag":50,"props":801,"children":802},{},[803],{"type":44,"value":804},"Section 2: Revenue Decomposition",{"type":39,"tag":100,"props":806,"children":807},{},[808,813,818,823],{"type":39,"tag":104,"props":809,"children":810},{},[811],{"type":44,"value":812},"Show the bottoms-up revenue build: how units × price\u002Frate × utilization (or equivalent) bridges to reported revenue",{"type":39,"tag":104,"props":814,"children":815},{},[816],{"type":44,"value":817},"Table: quarterly history (10 quarters) showing each component",{"type":39,"tag":104,"props":819,"children":820},{},[821],{"type":44,"value":822},"Highlight which lever is driving growth: volume vs. price vs. mix",{"type":39,"tag":104,"props":824,"children":825},{},[826],{"type":44,"value":827},"Include growth rates (YoY) as sub-rows beneath each metric",{"type":39,"tag":40,"props":829,"children":830},{},[831,836],{"type":39,"tag":50,"props":832,"children":833},{},[834],{"type":44,"value":835},"Section 3: Unit-Level Profitability",{"type":44,"value":837},"\nThe core of the report. Show margin\u002Fprofitability at the unit level over time:",{"type":39,"tag":100,"props":839,"children":840},{},[841,846,851,856,861,866,871,876],{"type":39,"tag":104,"props":842,"children":843},{},[844],{"type":44,"value":845},"For SaaS: gross margin per customer, CAC payback period, LTV\u002FCAC ratio",{"type":39,"tag":104,"props":847,"children":848},{},[849],{"type":44,"value":850},"For restaurants: 4-wall EBITDA margin, new unit payback, cash-on-cash return",{"type":39,"tag":104,"props":852,"children":853},{},[854],{"type":44,"value":855},"For marketplace: contribution margin per order, after accounting for fulfillment\u002Ftransaction costs",{"type":39,"tag":104,"props":857,"children":858},{},[859],{"type":44,"value":860},"For insurance: loss ratio + expense ratio = combined ratio per policy",{"type":39,"tag":104,"props":862,"children":863},{},[864],{"type":44,"value":865},"For hardware: gross margin per unit, cost per unit breakdown",{"type":39,"tag":104,"props":867,"children":868},{},[869],{"type":44,"value":870},"Adapt to whatever the business actually is",{"type":39,"tag":104,"props":872,"children":873},{},[874],{"type":44,"value":875},"Table: historical trend with period-over-period change",{"type":39,"tag":104,"props":877,"children":878},{},[879],{"type":44,"value":880},"Explicitly call out whether unit economics are improving or deteriorating and by how much",{"type":39,"tag":40,"props":882,"children":883},{},[884],{"type":39,"tag":50,"props":885,"children":886},{},[887],{"type":44,"value":888},"Section 4: Cohort \u002F Vintage Analysis (if data supports it)",{"type":39,"tag":100,"props":890,"children":891},{},[892,897,902,907],{"type":39,"tag":104,"props":893,"children":894},{},[895],{"type":44,"value":896},"For subscription businesses: net retention curves, expansion vs. contraction",{"type":39,"tag":104,"props":898,"children":899},{},[900],{"type":44,"value":901},"For unit-based businesses: same-store vs. new-store contribution, unit maturation",{"type":39,"tag":104,"props":903,"children":904},{},[905],{"type":44,"value":906},"For lending: vintage loss curves, seasoning",{"type":39,"tag":104,"props":908,"children":909},{},[910],{"type":44,"value":911},"If insufficient data for true cohort analysis, note this and substitute with proxy analysis (e.g., new customer growth rate vs. retention rate implies cohort behavior)",{"type":39,"tag":40,"props":913,"children":914},{},[915],{"type":39,"tag":50,"props":916,"children":917},{},[918],{"type":44,"value":919},"Section 5: Scalability & Operating Leverage",{"type":39,"tag":100,"props":921,"children":922},{},[923,928,933,938],{"type":39,"tag":104,"props":924,"children":925},{},[926],{"type":44,"value":927},"How do unit economics change as the business scales?",{"type":39,"tag":104,"props":929,"children":930},{},[931],{"type":44,"value":932},"Fixed cost absorption: which costs are truly fixed vs. variable per unit?",{"type":39,"tag":104,"props":934,"children":935},{},[936],{"type":44,"value":937},"Show operating leverage by plotting revenue growth vs. cost growth",{"type":39,"tag":104,"props":939,"children":940},{},[941],{"type":44,"value":942},"Incremental margins: are they expanding or compressing as the business grows?",{"type":39,"tag":40,"props":944,"children":945},{},[946,951],{"type":39,"tag":50,"props":947,"children":948},{},[949],{"type":44,"value":950},"Section 6: Key Drivers & What to Watch",{"type":44,"value":952},"\nThis is the most analytically valuable section. Based on the data, identify:",{"type":39,"tag":100,"props":954,"children":955},{},[956,966,971,981,991],{"type":39,"tag":104,"props":957,"children":958},{},[959,964],{"type":39,"tag":50,"props":960,"children":961},{},[962],{"type":44,"value":963},"The 3-5 metrics that matter most",{"type":44,"value":965}," for this company's unit economics, ranked by sensitivity \u002F impact",{"type":39,"tag":104,"props":967,"children":968},{},[969],{"type":44,"value":970},"For each metric: current level, historical range, direction of travel, and what would cause it to inflect",{"type":39,"tag":104,"props":972,"children":973},{},[974,979],{"type":39,"tag":50,"props":975,"children":976},{},[977],{"type":44,"value":978},"Bull case drivers",{"type":44,"value":980},": what would improve unit economics (e.g., pricing power, mix shift to higher-margin products, operating leverage kicking in, retention improving)",{"type":39,"tag":104,"props":982,"children":983},{},[984,989],{"type":39,"tag":50,"props":985,"children":986},{},[987],{"type":44,"value":988},"Bear case risks",{"type":44,"value":990},": what would deteriorate unit economics (e.g., competitive pricing pressure, rising CAC, input cost inflation, regulatory impact on take rates)",{"type":39,"tag":104,"props":992,"children":993},{},[994],{"type":44,"value":995},"Connect each driver to its P&L impact: \"a 100bps improvement in net retention would add ~$X to ARR\" or \"each new store generates ~$Xm in 4-wall EBITDA in year 2\"",{"type":39,"tag":40,"props":997,"children":998},{},[999],{"type":39,"tag":50,"props":1000,"children":1001},{},[1002],{"type":44,"value":1003},"Section 7: Summary Assessment",{"type":39,"tag":100,"props":1005,"children":1006},{},[1007,1012,1017],{"type":39,"tag":104,"props":1008,"children":1009},{},[1010],{"type":44,"value":1011},"3-4 sentence verdict on the health and trajectory of the company's unit economics",{"type":39,"tag":104,"props":1013,"children":1014},{},[1015],{"type":44,"value":1016},"Is this a business with improving, stable, or deteriorating unit economics?",{"type":39,"tag":104,"props":1018,"children":1019},{},[1020],{"type":44,"value":1021},"What is the single most important thing to monitor going forward?",{"type":39,"tag":40,"props":1023,"children":1024},{},[1025],{"type":39,"tag":50,"props":1026,"children":1027},{},[1028],{"type":44,"value":1029},"Analytical standards:",{"type":39,"tag":100,"props":1031,"children":1032},{},[1033,1043,1053,1063,1073,1083],{"type":39,"tag":104,"props":1034,"children":1035},{},[1036,1041],{"type":39,"tag":50,"props":1037,"children":1038},{},[1039],{"type":44,"value":1040},"Three-layer density",{"type":44,"value":1042},": every data point should have context (vs. prior period, vs. peers if known) and an implication (what it means for the investment case)",{"type":39,"tag":104,"props":1044,"children":1045},{},[1046,1051],{"type":39,"tag":50,"props":1047,"children":1048},{},[1049],{"type":44,"value":1050},"Show your math",{"type":44,"value":1052},": when you derive a metric (e.g., implied CAC = S&M expense \u002F new customers added), show the calculation explicitly so the reader can verify",{"type":39,"tag":104,"props":1054,"children":1055},{},[1056,1061],{"type":39,"tag":50,"props":1057,"children":1058},{},[1059],{"type":44,"value":1060},"Flag data gaps",{"type":44,"value":1062},": if a key metric for the archetype isn't available in Daloopa's data, say so explicitly and explain what proxy you used or why the analysis is limited",{"type":39,"tag":104,"props":1064,"children":1065},{},[1066,1071],{"type":39,"tag":50,"props":1067,"children":1068},{},[1069],{"type":44,"value":1070},"No generic filler",{"type":44,"value":1072},": if you don't have data to support a section, skip it or shorten it. Never pad with boilerplate",{"type":39,"tag":104,"props":1074,"children":1075},{},[1076,1081],{"type":39,"tag":50,"props":1077,"children":1078},{},[1079],{"type":44,"value":1080},"Source everything",{"type":44,"value":1082},": every number should be traceable. Use Daloopa source citations per the design system conventions",{"type":39,"tag":104,"props":1084,"children":1085},{},[1086,1091],{"type":39,"tag":50,"props":1087,"children":1088},{},[1089],{"type":44,"value":1090},"Prefer rates and ratios over absolutes",{"type":44,"value":1092},": unit economics are about efficiency, not scale. Lead with margins, returns, and per-unit metrics. Include absolutes as context",{"type":39,"tag":80,"props":1094,"children":1096},{"id":1095},"_6-charts",[1097],{"type":44,"value":1098},"6. Charts",{"type":39,"tag":40,"props":1100,"children":1101},{},[1102,1104,1110],{"type":44,"value":1103},"Use ",{"type":39,"tag":56,"props":1105,"children":1107},{"className":1106},[],[1108],{"type":44,"value":1109},"infra\u002Fchart_generator.py",{"type":44,"value":1111}," for charts. Include at minimum:",{"type":39,"tag":1113,"props":1114,"children":1115},"ol",{},[1116,1128,1139],{"type":39,"tag":104,"props":1117,"children":1118},{},[1119,1121,1126],{"type":44,"value":1120},"A ",{"type":39,"tag":50,"props":1122,"children":1123},{},[1124],{"type":44,"value":1125},"revenue decomposition chart",{"type":44,"value":1127}," (waterfall or time-series showing units × price → revenue)",{"type":39,"tag":104,"props":1129,"children":1130},{},[1131,1132,1137],{"type":44,"value":1120},{"type":39,"tag":50,"props":1133,"children":1134},{},[1135],{"type":44,"value":1136},"unit profitability trend chart",{"type":44,"value":1138}," (time-series showing the key unit margin metric over time)",{"type":39,"tag":104,"props":1140,"children":1141},{},[1142],{"type":44,"value":1143},"Additional charts as warranted by the archetype (e.g., net retention waterfall for SaaS, same-store sales trend for restaurants, take rate trend for marketplaces)",{"type":39,"tag":40,"props":1145,"children":1146},{},[1147,1152,1154,1160,1162,1168],{"type":39,"tag":50,"props":1148,"children":1149},{},[1150],{"type":44,"value":1151},"All charts must be embedded in the HTML as base64 data URIs",{"type":44,"value":1153}," (e.g., ",{"type":39,"tag":56,"props":1155,"children":1157},{"className":1156},[],[1158],{"type":44,"value":1159},"\u003Cimg src=\"data:image\u002Fpng;base64,...\">",{"type":44,"value":1161},") so the report is fully self-contained with no external file dependencies. After generating each chart PNG, read the file and convert to base64 for embedding. Do not use relative ",{"type":39,"tag":56,"props":1163,"children":1165},{"className":1164},[],[1166],{"type":44,"value":1167},"\u003Cimg src=\"filename.png\">",{"type":44,"value":1169}," paths.",{"type":39,"tag":40,"props":1171,"children":1172},{},[1173],{"type":44,"value":1174},"If chart_generator.py is unavailable, embed simple inline SVG charts directly in the HTML.",{"type":39,"tag":80,"props":1176,"children":1178},{"id":1177},"_7-save-report",[1179],{"type":44,"value":1180},"7. Save Report",{"type":39,"tag":40,"props":1182,"children":1183},{},[1184,1186,1192,1194,1199],{"type":44,"value":1185},"Save to ",{"type":39,"tag":56,"props":1187,"children":1189},{"className":1188},[],[1190],{"type":44,"value":1191},"reports\u002F{TICKER}_unit_economics.html",{"type":44,"value":1193}," using the HTML report template from ",{"type":39,"tag":56,"props":1195,"children":1197},{"className":1196},[],[1198],{"type":44,"value":69},{"type":44,"value":1200},". Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.",{"type":39,"tag":40,"props":1202,"children":1203},{},[1204],{"type":44,"value":1205},"Structure the report with these sections:",{"type":39,"tag":1207,"props":1208,"children":1212},"pre",{"className":1209,"code":1211,"language":44},[1210],"language-text","\u003Ch1>{Company Name} ({TICKER}) — Unit Economics Analysis\u003C\u002Fh1>\n\u003Cp>Generated: {date}\u003C\u002Fp>\n\n\u003Ch2>Summary\u003C\u002Fh2>\n{2-3 sentences: What is the \"unit\"? Are unit economics improving or deteriorating? Key takeaway.}\n\n\u003Ch2>Business Model & Unit Definition\u003C\u002Fh2>\n{Section 1 content}\n\n\u003Ch2>Revenue Decomposition\u003C\u002Fh2>\n\u003Ctable>\n| Component | Q(-9) | Q(-8) | ... | Q(latest) |\n{Units, revenue per unit, revenue — with Daloopa citations and YoY growth sub-rows}\n\u003C\u002Ftable>\n{Commentary on volume vs. price drivers}\n\n\u003Ch2>Unit-Level Profitability\u003C\u002Fh2>\n\u003Ctable>\n| Metric | Q(-9) | Q(-8) | ... | Q(latest) |\n{Archetype-specific unit margins — with Daloopa citations}\n\u003C\u002Ftable>\n{Commentary on unit economics trajectory}\n\n\u003Ch2>Cohort \u002F Vintage Analysis\u003C\u002Fh2>\n{Section 4 content, or note if insufficient data}\n\n\u003Ch2>Scalability & Operating Leverage\u003C\u002Fh2>\n\u003Ctable>\n| Metric | Q(-9) | Q(-8) | ... | Q(latest) |\n{Revenue growth vs cost growth, incremental margins}\n\u003C\u002Ftable>\n{Operating leverage assessment}\n\n\u003Ch2>Key Drivers & What to Watch\u003C\u002Fh2>\n{Ranked drivers with sensitivity analysis and bull\u002Fbear scenarios}\n\n\u003Ch2>Summary Assessment\u003C\u002Fh2>\n{3-4 sentence verdict}\n",[1213],{"type":39,"tag":56,"props":1214,"children":1216},{"__ignoreMap":1215},"",[1217],{"type":44,"value":1211},{"type":39,"tag":40,"props":1219,"children":1220},{},[1221,1223],{"type":44,"value":1222},"All financial figures must use Daloopa citation format: ",{"type":39,"tag":56,"props":1224,"children":1226},{"className":1225},[],[1227],{"type":44,"value":1228},"\u003Ca href=\"https:\u002F\u002Fdaloopa.com\u002Fsrc\u002F{fundamental_id}\">$X.XX million\u003C\u002Fa>",{"type":39,"tag":40,"props":1230,"children":1231},{},[1232],{"type":44,"value":1233},"Tell the user where the HTML report was saved.",{"type":39,"tag":40,"props":1235,"children":1236},{},[1237],{"type":44,"value":1238},"Highlight the 2-3 most important findings about the company's unit economics and what they signal for the investment case.",{"items":1240,"total":1361},[1241,1259,1275,1287,1307,1329,1349],{"slug":1242,"name":1242,"fn":1243,"description":1244,"org":1245,"tags":1246,"stars":22,"repoUrl":23,"updatedAt":24},"accessibility-and-inclusive-visualization","make data visualizations accessible","Make data visualizations accessible and inclusive. Use when the user needs chart or diagram accessibility guidance, text alternatives for complex visuals, color and contrast review, keyboard support, reduced-motion behavior for animation or parallax, or an accessibility QA workflow for exported figures, UML-like diagrams, and dashboards.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1247,1250,1253,1256],{"name":1248,"slug":1249,"type":15},"Accessibility","accessibility",{"name":1251,"slug":1252,"type":15},"Charts","charts",{"name":1254,"slug":1255,"type":15},"Data Visualization","data-visualization",{"name":1257,"slug":1258,"type":15},"Design","design",{"slug":1260,"name":1260,"fn":1261,"description":1262,"org":1263,"tags":1264,"stars":22,"repoUrl":23,"updatedAt":1274},"agent-browser","automate browser interactions for agents","Browser automation CLI for AI agents. Use when the user needs to interact with websites, verify dev server output, test web apps, navigate pages, fill forms, click buttons, take screenshots, extract data, or automate any browser task. Also triggers when a dev server starts so you can verify it visually.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1265,1268,1271],{"name":1266,"slug":1267,"type":15},"Agents","agents",{"name":1269,"slug":1270,"type":15},"Browser Automation","browser-automation",{"name":1272,"slug":1273,"type":15},"Testing","testing","2026-04-06T18:41:03.44016",{"slug":1276,"name":1276,"fn":1277,"description":1278,"org":1279,"tags":1280,"stars":22,"repoUrl":23,"updatedAt":1286},"agent-browser-verify","verify dev server output with automated browser","Automated browser verification for dev servers. Triggers when a dev server starts to run a visual gut-check with agent-browser — verifies the page loads, checks for console errors, validates key UI elements, and reports pass\u002Ffail before continuing.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1281,1282,1285],{"name":1269,"slug":1270,"type":15},{"name":1283,"slug":1284,"type":15},"Local Development","local-development",{"name":1272,"slug":1273,"type":15},"2026-04-06T18:41:17.526867",{"slug":1288,"name":1288,"fn":1289,"description":1290,"org":1291,"tags":1292,"stars":22,"repoUrl":23,"updatedAt":1306},"agents-sdk","build AI agents on Cloudflare Workers","Build AI agents on Cloudflare Workers using the Agents SDK. Load when creating stateful agents, durable workflows, real-time WebSocket apps, scheduled tasks, MCP servers, or chat applications. Covers Agent class, state management, callable RPC, Workflows integration, and React hooks. Biases towards retrieval from Cloudflare docs over pre-trained knowledge.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1293,1294,1297,1300,1303],{"name":1266,"slug":1267,"type":15},{"name":1295,"slug":1296,"type":15},"Cloudflare Workers","cloudflare-workers",{"name":1298,"slug":1299,"type":15},"SDK","sdk",{"name":1301,"slug":1302,"type":15},"Serverless","serverless",{"name":1304,"slug":1305,"type":15},"WebSockets","websockets","2026-04-06T18:39:51.717063",{"slug":1308,"name":1308,"fn":1309,"description":1310,"org":1311,"tags":1312,"stars":22,"repoUrl":23,"updatedAt":1328},"ai-elements","build chat UIs with AI Elements","AI Elements component library guidance — pre-built React components for AI interfaces built on shadcn\u002Fui. Use when building chat UIs, message displays, tool call rendering, streaming responses, reasoning panels, or any AI-native interface with the AI SDK.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1313,1316,1319,1322,1325],{"name":1314,"slug":1315,"type":15},"Frontend","frontend",{"name":1317,"slug":1318,"type":15},"React","react",{"name":1320,"slug":1321,"type":15},"shadcn\u002Fui","shadcn-ui",{"name":1323,"slug":1324,"type":15},"UI Components","ui-components",{"name":1326,"slug":1327,"type":15},"Vercel","vercel","2026-04-06T18:40:59.619419",{"slug":1330,"name":1330,"fn":1331,"description":1332,"org":1333,"tags":1334,"stars":22,"repoUrl":23,"updatedAt":1348},"ai-gateway","configure Vercel AI Gateway","Vercel AI Gateway expert guidance. Use when configuring model routing, provider failover, cost tracking, or managing multiple AI providers through a unified API.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1335,1338,1341,1344,1347],{"name":1336,"slug":1337,"type":15},"AI Infrastructure","ai-infrastructure",{"name":1339,"slug":1340,"type":15},"Cost Optimization","cost-optimization",{"name":1342,"slug":1343,"type":15},"LLM","llm",{"name":1345,"slug":1346,"type":15},"Performance","performance",{"name":1326,"slug":1327,"type":15},"2026-04-06T18:40:44.377464",{"slug":1350,"name":1350,"fn":1351,"description":1352,"org":1353,"tags":1354,"stars":22,"repoUrl":23,"updatedAt":1360},"ai-generation-persistence","implement persistence patterns for AI generations","AI generation persistence patterns — unique IDs, addressable URLs, database storage, and cost tracking for every LLM generation",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1355,1356,1359],{"name":1339,"slug":1340,"type":15},{"name":1357,"slug":1358,"type":15},"Database","database",{"name":1342,"slug":1343,"type":15},"2026-04-06T18:41:08.513425",600,{"items":1363,"total":1559},[1364,1384,1407,1424,1440,1457,1476,1488,1502,1516,1528,1543],{"slug":1365,"name":1365,"fn":1366,"description":1367,"org":1368,"tags":1369,"stars":1381,"repoUrl":1382,"updatedAt":1383},"prior-auth-packet-builder","build healthcare prior authorization packets","Build a concise prior authorization packet from local case files and payer policy docs.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1370,1373,1376,1378],{"name":1371,"slug":1372,"type":15},"Documents","documents",{"name":1374,"slug":1375,"type":15},"Healthcare","healthcare",{"name":333,"slug":1377,"type":15},"insurance",{"name":1379,"slug":1380,"type":15},"Regulatory Compliance","regulatory-compliance",28169,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fopenai-agents-python","2026-04-16T05:11:39.180399",{"slug":1385,"name":1385,"fn":1386,"description":1387,"org":1388,"tags":1389,"stars":1404,"repoUrl":1405,"updatedAt":1406},"aspnet-core","build ASP.NET Core web applications","Build, review, refactor, or architect ASP.NET Core web applications using current official guidance for .NET web development. Use when working on Blazor Web Apps, Razor Pages, MVC, Minimal APIs, controller-based Web APIs, SignalR, gRPC, middleware, dependency injection, configuration, authentication, authorization, testing, performance, deployment, or ASP.NET Core upgrades.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1390,1393,1395,1398,1401],{"name":1391,"slug":1392,"type":15},".NET","dotnet",{"name":1394,"slug":1385,"type":15},"ASP.NET Core",{"name":1396,"slug":1397,"type":15},"Blazor","blazor",{"name":1399,"slug":1400,"type":15},"C#","csharp",{"name":1402,"slug":1403,"type":15},"Web Development","web-development",23787,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fskills","2026-04-12T05:07:02.819491",{"slug":1408,"name":1408,"fn":1409,"description":1410,"org":1411,"tags":1412,"stars":1404,"repoUrl":1405,"updatedAt":1423},"chatgpt-apps","build ChatGPT Apps SDK applications","Build, scaffold, refactor, and troubleshoot ChatGPT Apps SDK applications that combine an MCP server and widget UI. Use when Codex needs to design tools, register UI resources, wire the MCP Apps bridge or ChatGPT compatibility APIs, apply Apps SDK metadata or CSP or domain settings, or produce a docs-aligned project scaffold. Prefer a docs-first workflow by invoking the openai-docs skill or OpenAI developer docs MCP tools before generating code.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1413,1416,1419,1422],{"name":1414,"slug":1415,"type":15},"Apps SDK","apps-sdk",{"name":1417,"slug":1418,"type":15},"ChatGPT","chatgpt",{"name":1420,"slug":1421,"type":15},"MCP","mcp",{"name":9,"slug":8,"type":15},"2026-04-12T05:07:05.468097",{"slug":1425,"name":1425,"fn":1426,"description":1427,"org":1428,"tags":1429,"stars":1404,"repoUrl":1405,"updatedAt":1439},"cli-creator","build CLIs from API docs","Build a composable CLI for Codex from API docs, an OpenAPI spec, existing curl examples, an SDK, a web app, an admin tool, or a local script. Use when the user wants Codex to create a command-line tool that can run from any repo, expose composable read\u002Fwrite commands, return stable JSON, manage auth, and pair with a companion skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1430,1433,1436],{"name":1431,"slug":1432,"type":15},"API Development","api-development",{"name":1434,"slug":1435,"type":15},"CLI","cli",{"name":1437,"slug":1438,"type":15},"Codex","codex","2026-04-12T05:07:04.132762",{"slug":1441,"name":1441,"fn":1442,"description":1443,"org":1444,"tags":1445,"stars":1404,"repoUrl":1405,"updatedAt":1456},"cloudflare-deploy","deploy projects to Cloudflare","Deploy applications and infrastructure to Cloudflare using Workers, Pages, and related platform services. Use when the user asks to deploy, host, publish, or set up a project on Cloudflare.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1446,1449,1452,1453],{"name":1447,"slug":1448,"type":15},"Cloudflare","cloudflare",{"name":1450,"slug":1451,"type":15},"Cloudflare Pages","cloudflare-pages",{"name":1295,"slug":1296,"type":15},{"name":1454,"slug":1455,"type":15},"Deployment","deployment","2026-04-12T05:07:14.275118",{"slug":1458,"name":1458,"fn":1459,"description":1460,"org":1461,"tags":1462,"stars":1404,"repoUrl":1405,"updatedAt":1475},"define-goal","define and set measurable project goals","Help the user define a concrete, measurable goal before starting work, especially when they ask to use the goal tool, create a goal, set an objective, clarify success criteria, or turn a fuzzy intention into a quantitative outcome. Use this skill for goal creation and goal refinement only; it does not manage durable snapshots, decision logs, or long-running execution artifacts.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1463,1466,1469,1472],{"name":1464,"slug":1465,"type":15},"Productivity","productivity",{"name":1467,"slug":1468,"type":15},"Project Management","project-management",{"name":1470,"slug":1471,"type":15},"Strategy","strategy",{"name":1473,"slug":1474,"type":15},"Task Management","task-management","2026-05-23T06:17:16.870838",{"slug":1477,"name":1477,"fn":1478,"description":1479,"org":1480,"tags":1481,"stars":1404,"repoUrl":1405,"updatedAt":1487},"figma","translate Figma designs into code","Use the Figma MCP server to fetch design context, screenshots, variables, and assets from Figma, and to translate Figma nodes into production code. Trigger when a task involves Figma URLs, node IDs, design-to-code implementation, or Figma MCP setup and troubleshooting.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1482,1483,1485,1486],{"name":1257,"slug":1258,"type":15},{"name":1484,"slug":1477,"type":15},"Figma",{"name":1314,"slug":1315,"type":15},{"name":1420,"slug":1421,"type":15},"2026-04-12T05:06:47.939943",{"slug":1489,"name":1489,"fn":1490,"description":1491,"org":1492,"tags":1493,"stars":1404,"repoUrl":1405,"updatedAt":1501},"figma-code-connect-components","connect Figma designs to code components","Connects Figma design components to code components using Code Connect mapping tools. Use when user says \"code connect\", \"connect this component to code\", \"map this component\", \"link component to code\", \"create code connect mapping\", or wants to establish mappings between Figma designs and code implementations. For canvas writes via `use_figma`, use `figma-use`.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1494,1495,1498,1499,1500],{"name":1257,"slug":1258,"type":15},{"name":1496,"slug":1497,"type":15},"Design System","design-system",{"name":1484,"slug":1477,"type":15},{"name":1314,"slug":1315,"type":15},{"name":1323,"slug":1324,"type":15},"2026-05-10T05:59:52.971881",{"slug":1503,"name":1503,"fn":1504,"description":1505,"org":1506,"tags":1507,"stars":1404,"repoUrl":1405,"updatedAt":1515},"figma-create-design-system-rules","generate design system rules from Figma","Generates custom design system rules for the user's codebase. Use when user says \"create design system rules\", \"generate rules for my project\", \"set up design rules\", \"customize design system guidelines\", or wants to establish project-specific conventions for Figma-to-code workflows. Requires Figma MCP server connection.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1508,1509,1510,1513,1514],{"name":1257,"slug":1258,"type":15},{"name":1496,"slug":1497,"type":15},{"name":1511,"slug":1512,"type":15},"Documentation","documentation",{"name":1484,"slug":1477,"type":15},{"name":1314,"slug":1315,"type":15},"2026-05-16T06:07:47.821474",{"slug":1517,"name":1517,"fn":1518,"description":1519,"org":1520,"tags":1521,"stars":1404,"repoUrl":1405,"updatedAt":1527},"figma-implement-design","translate Figma designs into application code","Translates Figma designs into production-ready application code with 1:1 visual fidelity. Use when implementing UI code from Figma files, when user mentions \"implement design\", \"generate code\", \"implement component\", provides Figma URLs, or asks to build components matching Figma specs. For Figma canvas writes via `use_figma`, use `figma-use`.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1522,1523,1524,1525,1526],{"name":1257,"slug":1258,"type":15},{"name":1484,"slug":1477,"type":15},{"name":1314,"slug":1315,"type":15},{"name":1323,"slug":1324,"type":15},{"name":1402,"slug":1403,"type":15},"2026-05-16T06:07:40.583615",{"slug":1529,"name":1529,"fn":1530,"description":1531,"org":1532,"tags":1533,"stars":1404,"repoUrl":1405,"updatedAt":1542},"hatch-pet","create animated pets for Codex","Create, repair, validate, visually QA, and package Codex-compatible animated pets and pet spritesheets from character art, generated images, company or prospect brand cues, or visual references. Use when a user wants a lightweight-worker Codex pet workflow, a non-pixel custom pet style, a prospect or company mascot pet, or a full 8x9 animated pet atlas with transparent unused cells, QA contact sheets, and pet.json packaging. This skill composes the installed $imagegen system skill for visual generation and uses bundled scripts for deterministic spritesheet assembly.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1534,1537,1538,1541],{"name":1535,"slug":1536,"type":15},"Animation","animation",{"name":1437,"slug":1438,"type":15},{"name":1539,"slug":1540,"type":15},"Creative","creative",{"name":1257,"slug":1258,"type":15},"2026-05-02T05:31:48.48485",{"slug":1544,"name":1544,"fn":1545,"description":1546,"org":1547,"tags":1548,"stars":1404,"repoUrl":1405,"updatedAt":1558},"imagegen","generate and edit raster images","Generate or edit raster images when the task benefits from AI-created bitmap visuals such as photos, illustrations, textures, sprites, mockups, or transparent-background cutouts. Use when Codex should create a brand-new image, transform an existing image, or derive visual variants from references, and the output should be a bitmap asset rather than repo-native code or vector. Do not use when the task is better handled by editing existing SVG\u002Fvector\u002Fcode-native assets, extending an established icon or logo system, or building the visual directly in HTML\u002FCSS\u002Fcanvas.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1549,1550,1551,1554,1557],{"name":1539,"slug":1540,"type":15},{"name":1257,"slug":1258,"type":15},{"name":1552,"slug":1553,"type":15},"Image Generation","image-generation",{"name":1555,"slug":1556,"type":15},"Images","images",{"name":9,"slug":8,"type":15},"2026-05-15T06:23:24.312127",675]