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Is Under Armour (UAA) Making a Comeback?
Is Under Armour (UAA) Making a Comeback? Under Armour has had a tough go in the last 5-6 years. Shares are trading ~60% lower from
August 2, 2021
Consumer Research
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Square Surprises the Market ($SQ)
Square Surprises the Market ($SQ) Square, a leading digital payment and financial services company, caught investors off guard today, posting its 21Q2 earnings results roughly 4 days
August 2, 2021
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Roblox (RBLX) wants to be more than a Game
Roblox (RBLX) wants to be more than a Game At LikeFolio, we’ve been Bullish on Roblox from the very start. We published an “Early Reopening
July 30, 2021
News
We Can’t Stop Winning with this Stock (LOGI)
We Can’t Stop Winning with this Stock (LOGI) LikeFolio added an initial long position for Logitech International (LOGI) in April of 2018, based on a
July 29, 2021
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Game Quality Matters more than Company Culture for Activision Consumers (ATVI)
Game Quality Matters more than Company Culture for Activision Consumers (ATVI) Over the past week, an internal controversy has put the game developer Activision Blizzard (ATVI)
July 29, 2021
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Is Amazon (AMZN) the New Normal?
Is Amazon (AMZN) the New Normal? Amazon is chugging along “like normal”. Prime Day sales are estimated to have surpassed $11 billion — but the event didn’t record
July 29, 2021
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PayPal (PYPL) is Finally Leveraging Venmo
PayPal (PYPL) is Finally Leveraging Venmo Oh how the turn tables…after an explosive run in the last 2 years, SQ is falling behind PayPal in
July 28, 2021
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Axie Infinity: More Profitable than Pokemon? (AXS)
Axie Infinity: More Profitable than Pokemon? (AXS) Nintendo’s Pokemon property is the highest-grossing media franchise of all time, pulling in more than $100B since its inception 25
July 28, 2021
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Apple’s (AAPL) Services Strategy is Working
Apple’s (AAPL) Services Strategy is Working At this point, Apple is basically a consumer staple. Unless you’re in the Android camp, when you’re talking about
July 27, 2021
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RobinHood’s IPO is Fraught with Doubt (HOOD)
RobinHood’s IPO is Fraught with Doubt (HOOD) As promising as LikeFolio’s data for DUOL looks, it’s being overshadowed by a much higher-profile IPO scheduled for
July 27, 2021
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A Promising Public Offering: DUOL
A Promising Public Offering: DUOL Duolingo, a provider of language learning software, is set to go public on the NASDAQ tomorrow…And its underlying consumer data
July 27, 2021
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Logitech (LOGI) Demand is Cooling Off
Logitech (LOGI) Demand is Cooling Off We’ve been Bullish on LOGI for years. LikeFolio issued a Bullish Opportunity Alert in May 2019 when shares were trading under $37. Shares surged
July 26, 2021
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Crypto Rally or Short Squeeze? (BTC-USD)
Crypto Rally or Short Squeeze? (BTC-USD) Over the past weekend, Bitcoin (BTC-USD) and the rest of the cryptocurrency market arose from a downtrend that began
July 26, 2021
News
Coinbase Getting a Bid (COIN)
Coinbase Getting a Bid (COIN) Various crypto-related stocks are having a positive day including Marathon Digital (MARA), Riot Blockchain (RIOT), and of course, Coinbase (COIN).
July 26, 2021
News
Let’s Talk About Tesla (TSLA)
Let’s Talk About Tesla (TSLA) Tesla (TSLA) is a stock we first got bullish on in April of 2018, citing rising consumer demand and happy customers.
July 23, 2021
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Snapchat is Betting on its Spotlight Feature $SNAP
Snapchat is Betting on its Spotlight Feature $SNAP Snapchat investors should be very happy with the stock’s performance in the last year and a half.
July 22, 2021
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Consumers Can’t Get Enough Healthy Energy ($CELH)
Consumers Can’t Get Enough Healthly Energy ($CELH) We love to brag about Celsius Energy (CELH), but can you blame us? It’s hard not to get
July 22, 2021
News
Uber Aiming for Logistics Dominance (UBER)
Uber Aiming for Logistics Dominance (UBER) In the months following the Uber’s IPO, LikeFolio established our long-term bullish view on the company as a potential
July 22, 2021
News
What’s Next for Slack? ($CRM)
What’s Next for Slack? ($CRM) Today, Salesforce (CRM) announced that it has officially closed its $27.7 billion acquisition of the messaging app Slack Technologies. LikeFolio data for
July 21, 2021
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Crypto Prices are Down, Adoption is Up (BTC-USD)
Crypto Prices are Down, Adoption is Up (BTC-USD) In recent months, mentions of individuals purchasing or investing in cryptocurrency have pulled back alongside the price
July 21, 2021
News
Can Domino’s (DPZ) Defend its Fortress?
Can Domino’s (DPZ) Defend its Fortress? According to LikeFolio data, Domino’s holds this largest piece of the Pizza pie, commanding ~46% of all demand mentions
July 21, 2021
News
Stock Chatter: $WISH Mentions Remain Elevated
Stock Chatter: $WISH Mentions Remain Elevated ContextLogic Inc.(WISH) operates an eCommerce platform which connects users and provides resources for merchants. The stock initially caught the
July 20, 2021
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Streaming Update: Netflix ($NFLX) Earnings Preview
Streaming Update: Netflix ($NFLX) Earnings Preview Be honest, how many streaming subscriptions do you have in your household? Chances are, a couple. Streaming is the
July 20, 2021
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Cloud Gaming Still has a Long Way to Go
Cloud Gaming Still has a Long Way to Go With the recent rise of content streaming, the idea of streaming video games has begun to
July 20, 2021
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What does the Future Hold for Zoom? ($ZM)
What does the Future Hold for Zoom? ($ZM) Zoom Video Communications (ZM) became an overnight sensation last year thanks to the arrival of the COVID-19
July 19, 2021
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Is Chipotle ($CMG) Losing its Cool with Consumers?
Is Chipotle ($CMG) Losing its Cool with Consumers? Last quarter, Chipotle earnings beat market expectations as online sales overtook in-person orders. This makes sense. When was
July 19, 2021
News
Apple’s iOS 14.5 Update Really Is Impacting $FB Ads
Apple’s iOS 14.5 Update Really Is Impacting $FB Ads Earlier this week, reports suggested Facebook and advertisers were in panic mode because of negative impacts from Apple’s
July 19, 2021
News
Trend Driver: Digestive/Gut Health
Trend Driver: Digestive/Gut Health We’re currently tracking nearly 600 consumer behaviors, ranging from cryptocurrency interest, to working from home, to eating pizza. These high-level consumer
July 19, 2021
News
New Coverage Addition, Upcoming IPO: ON Running
New Coverage Addition, Upcoming IPO: ON Running Our coverage list is expanding rapidly. Sometimes this includes private companies. Why do we add these? To allow
July 19, 2021
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Hotels are Making a Comeback: $HLT $H $MAR $ABNB
Hotels are Making a Comeback: $HLT $H $MAR $ABNB ABNB maintained an edge in the last ~year thanks to a unique model naturally limiting person-to-person interaction
July 16, 2021
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Why is this Crypto Exchange Outperforming?
Why is this Crypto Exchange Outperforming? Gate.io is a global cryptocurrency exchange, currently ranking #9 in terms of daily trading volume… And LikeFolio data suggests that it’s still on
July 16, 2021
News
Target (TGT) is Beating Walmart (WMT)
Target (TGT) is Beating Walmart (WMT) According to LikeFolio data, Target is Outperforming vs. Walmart. Why? A Couple of factors, but mainly execution. Scale impacts execution,
July 15, 2021
News
Chip Shortages Driving Used Vehicle Demand, Prices
Chip Shortages Driving Used Vehicle Demand, Prices We first noted a strong uptrend in consumer demand for used vehicles in the June MegaTrends Report, highlighting the ongoing
July 15, 2021
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Can this Forgotten Meme Stock Return to the Moon? ($NOK)
Can this Forgotten Meme Stock Return to the Moon? ($NOK) GameStop ($GME) changed everything when the reddit-driven stock soared to unthinkable levels earlier this year,
July 14, 2021
News
Trend Watch: Sports Betting Growth $DKNG $PENN
Trend Watch: Sports Betting Growth $DKNG $PENN Sports Betting is seasonal (largest spikes around the Super Bowl, March Madness), dependent on legalization, and growing. Online sports betting is only fully
July 14, 2021
News
We love this company… but trouble is looming ($HEAR)
We love this company… but trouble is looming ($HEAR) LikeFolio released a bullish opportunity alert for Turtle Beach ($HEAR) in December 2020, citing strong consumer demand for
July 14, 2021
News
June CPI Confirms what Consumers Already Feel
June CPI Confirms what Consumers Already Feel The U.S. Department of Labor released the June CPI Report this morning, with results showing a second consecutive month with
July 13, 2021
News
Signs of Life Emerging in Business Travel $DAL
Signs of Life Emerging in Business Travel $DAL For the past year, a clear divide has lingered in air travel. Leisure travel mentions began rising
July 13, 2021
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Rising Stablecoin Chatter – Bullish for Cryptos?
Rising Stablecoin Chatter – Bullish for Cryptos? The Cryptocurrency market at large continues to tread water, but underlying mentions for stablecoins suggests that individual investors
July 13, 2021
News
Branson Beats Bezos to Space, but his Stock is Falling ($SPCE )
Branson Beats Bezos to Space, but his Stock is Falling ($SPCE ) After Jeff Bezos, Amazon (AMZN) founder and World’s richest man, announced plans to
July 12, 2021
News
Will Snacking Trends Finally Catch up to PepsiCo?
Will Snacking Trends Finally Catch up to PepsiCo? It’s finally happening. The world is reopening. And this means consumer behaviors are shifting. LikeFolio data is
July 12, 2021
News
Grill Makers Cashing are in…Too Late?
Grill Makers Cashing are in…Too Late? LikeFolio data has demonstrated a surge in home improvement projects and purchases over the past year, and consumer mentions
July 12, 2021
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Earnings Season Preview: Spoiler Alert
Earnings Season Preview: Spoiler Alert We’re getting excited. Earnings Season is around the corner, with banks kicking off Q2 releases next week. At LikeFolio, we pulled
July 9, 2021
News
Is American Eagle the King of Jeans? $AEO $LEVI
Is American Eagle the King of Jeans? $AEO $LEVI A reopening society is music to your ears, especially if you’re in the business of selling
July 8, 2021
News
Roblox’s Unique Game Model is Paying Off
Roblox’s Unique Game Model is Paying Off The gaming sector boomed in 2020, valued at $117.8 billion, +23% YoY growth LikeFolio closely tracked key names in
July 7, 2021
News
Looking Ahead, it’s All About the Last Mile
Looking Ahead, it’s All About the Last Mile Today on the TD Ameritrade Network we talked about the major shift in eCommerce logistics underway. But we’ve been
July 6, 2021
News
Spotify (SPOT) is Playing the Long Game
Spotify (SPOT) is Playing the Long Game As consumer behaviors normalize, so are levels of music streaming activity. However, one platform is showing comparative strength:
July 2, 2021
News
Did Robinhood Miss its Chance to Cash in on Meme Magic? ($HOOD)
Did Robinhood Miss it’s Chance to Cash in on Meme Magic? ($HOOD) The upstart online brokerage, Robinhood Markets, Inc., officially filed for an IPO yesterday. The company
July 2, 2021
News
Can Overstock Surpass Quarterly Expectations?
Can Overstock Surpass Quarterly Expectations? We’ve been following the online retailer Overstock.com ($OSTK) closely since initiating a bullish position earlier this year. With the company’s second quarter of 2021
July 1, 2021
News
$AMC…More than a Meme Stock?
$AMC…More than a Meme Stock? AMC is the largest movie theater chain in the world: 950 theaters, 10,500 screens globally. Movie Theater demand was decimated in
July 1, 2021
