Group 1: Investment Themes for 2026 - Citrini Research has identified key investment themes for 2026, focusing on automation, weight loss drugs, and female consumer spending [5][6] - The firm has developed a "Bureaucracy Score" and a "Margin Optionality Score" to screen companies that could benefit from AI-induced layoffs, indicating a bullish outlook on stocks that can reduce headcount effectively [6] Group 2: Stock Picks Related to AI Job Losses - Over thirty firms have been identified as potential beneficiaries of AI job losses, with notable mentions including Accenture, IBM Corp., Zoom Video, Target, United Parcel Service, Intuit, and Dollar General [8][6] - The focus is on companies that can streamline operations and improve profitability through automation [6] Group 3: Slop Bowl Automation - Slop bowl chains are expected to be early adopters of back-of-house automation, which will help reduce labor costs and enhance profit margins [9] - Companies like Chipotle and Cava are highlighted as likely to experience significant operational improvements due to automation [9] Group 4: Weight Loss Drug Market - The popularity of GLP-1 drugs such as Ozempic and Wegovy is creating investment opportunities for companies catering to users looking to maintain weight loss after discontinuing these medications [11] - Potential stock picks in this sector include Chipotle, Cava, Sweetgreen, Fanuc Corporation, Circus SE, and Compass Group [12]