Footlocker (FL) Last quarter, Footlocker stole our thunder when it leaked its pent-up-demand/stimulus-driven-success in the second quarter ahead of its scheduled earnings report. This quarter tells a
Nvidia (NVDA) Would you look at that?! It’s no leg lamp, but this chart of consumer demand is beautiful. Purchase Intent in 21Q3 increased +92% QoQ,
Lowe’s (LOW) Home Depot is trading ~3% lower today after a strong report on fears that pandemic growth isn’t sustainable. Lowe’s and Home Depot have similar trends
Retail EPS: Walmart (WMT), Target (TGT) Consumer behavior shifts during the pandemic have proven to be a revenue boon for essential retailers like Walmart and
Chipotle (CMG) Chipotle is opening its first “Ghost Kitchen” this week in New York, featuring no dining space and serving only pickup and delivery orders that
The Walt Disney Company (DIS) Exactly a year ago today, Disney+ achieved the most successful streaming platform launch LikeFolio has ever recorded. Since then, Disney has touted 100
DraftKings (DKNG) DraftKings has been busy, and is poised for growth. In the last quarter, DraftKings usage mentions soared, and momentum is continuing into 20Q4.
Lyft (LYFT) Last week, we were ready to roll into LYFT earnings with a clear bullish lean. Demand in 20Q3 showed signs of recovery. While ridership
Trend Watch — Looking Ahead We knew this day would come. Pfizer announced successful vaccine trial results today, and the market reacted powerfully to the news. Many
Netflix (NFLX) Last week we offered a quick snapshot of Netflix price increase mentions, noting buzz appeared muted. This finding is holding, and the price hike
Roku (ROKU) Last year we highlighted a major opportunity for Roku: Streaming content accounted for 29% of total video watch time, but only captured 3% of television advertising
Peloton (PTON) Last quarter, Peloton crushed estimates: sales grew 172% and the company raised its outlook for future demand. Peloton Purchase Intent shows sustained YoY growth.
Hilton Worldwide (HLT) In news to no-one, fewer consumers are booking hotel rooms this year vs. last year. Hilton 20Q3 Purchase Intent exhibited some recovery
Wayfair (W) purchase intent update Wayfair has been one of our favorite corona-plays. Shares rocketed to highs above $340 in the months following a special report in
Apple (AAPL) iPhone 12 Update Apple delayed (and then staggered) the release of its iPhone 12 models, rendering a traditional YoY compare a bit murky. Some analysts project elevated
COVID-19, like many previous American hardships, hit us in the pocketbook, once again shifting consumer shopping behavior in new directions. Much remains in flux, but
TSLA stock is booming, having tripled in value from $180 in June of 2019 to over $540 today. While those who missed the epic rally
Nike reported an awesome quarter Tuesday evening. The stock is up, everyone is happy. But there was one major clue inside the report that deserves
LikeFolio’s MegaTrends June update for hedge funds highlighted some unbelievable trends in the consumer food space, especially around protein consumption and preferences. Watch as our
Call it narcissism, or call it knowing exactly what you like – either way, today’s consumers crave products that fit nicely into personal preference buckets.
Apple needs a new product line to boost consumer enthusiasm Last year’s keynote was a dud, leaving consumers wanting more than minor upgrades to their
L brands, parent company of Victoria’s Secret, made headlines in 2016 when they decided to discontinue VS swimwear in hopes to simplify operations for the
About 6 weeks ago, LikeFolio issued a Bullish Opportunity Alert on Planet Fitness ($PLNT) at $58/share. The reason for this bullish alert was very simple:
On February 19th, we sent this BEARISH OPPORTUNITY ALERT to LikeFolio clients. We even discussed it on TD Ameritrade Network prior to the WTW earnings
AAPL reports earnings tonight after the bell, and that has all eyes on LikeFolio Earnings Prediction data. That’s because our bearish call on AAPL at
Chipotle stock has been buoyed by expectations of their new CEO turning the company around, but LikeFolio Consumer Purchase Intent Mentions show no evidence that consumers
Given LikeFolio’s consumer insights diet and exercise companies would be smart to focus on Personalized Diet Plans, which have seen a significant rebirth in consumer interest:
Despite recent market volatility and some arguing for a bear market in 2019, it is clear that private companies are gearing up for a huge
Yesterday’s accidental roll out of Instagram’s horizontal scrolling interface marks highest-ever volume of Negative Consumer Sentiment for the Instagram brand. Instagram has had several days
We hate to say I told you so…but WE TOLD YOU SO. We screamed it from the rooftop the day after Apple’s Keynote – IN SEPTEMBER
Hasbro is clearly a cyclical business with high company seasonality. And we just happen to be smack in the middle of their most important season of
When we look at Adobe’s consumer purchase intent (PI) mentions in the LikeFolio research dashboard, something really interesting pops out: Here are the key takeaways
Carnival Cruise Lines is starting to show some weakness in LikeFolio’s consumer insights data. Take a look at this from our research dashboard: Circled in
Projecting company seasonality midway through the busy season can give us significant insight into how well the company is performing during its most important time
ULTA is historically one of LikeFolio’s highest performing companies. Take a look at this from the Likefolio Research Dashboard: ULTA’s historical performance in LikeFolio Systems
This week’s Sunday Earnings Sheet is off to a good start, with Dollar General selling off 5%+ on cuts to its future revenue and earnings
Company Seasonality is a very important factor to keep in mind while researching the revenues of a company. Canada Goose makes expensive, high-quality coats that perform
This was the section of the Sunday Earnings Sheet that all LikeFolio members were looking at early this week: We’re at the tail end of
Tiffany’s (TIF) will report quarterly earnings Wednesday prior to the market open. Here’s a quick look at consumer purchase intent metrics taken directly from the
Company seasonality means that the company’s revenues naturally fluctuate based on the time of year. Canada Goose is a perfect example of company seasonality. They
Black Friday Weekend (leading into Cyber Monday) can make or break a company’s holiday quarter…and even their full year. We’ve seen it before, like last
Black Friday and Cyber Monday — this upcoming weekend is the one that “sets the tone” for holiday shopping. It can make or break a
Last quarter, prior to Walmart’s earnings report, data from the LikeFolio Research Dashboard was showing an enormous quarter for the company, with consumer purchase intent
LikeFolio’s Earnings Predictions are known for being accurate and actionable. In the LikeFolio Sunday Earnings Sheet that we sent this past Sunday, we indicated that
Molson Coors Brewing Co. (NYSE: TAP) stock is down over 32% in 2018 to nearly 5 year lows as “big beer” companies struggle to grow
Snapchat’s IPO timing was…well… incredible. They literally took the company public at its peak of popularity, as shown here using data from the LikeFolio Research
With Tesla stock in the 250’s just a couple of weeks ago, Wall Street had an incredibly bearish tilt towards the company. Some hedge funds
IMPORTANT NOTE: This is a recap of purely PUBLIC predictions. LikeFolio Members get more frequent predictions and access to our Opportunity Alerts as well as
Kohl’s stock was hammered in 2016 and 2017 as the company consistently posted bad earnings reports that showed revenues decreasing on a year over year
Nordstrom is the biggest gainer in the S&P 500 today — here’s how LikeFolio data predicted the move.
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