News
Is Michaels (MIK) a Buyout Target?
Is Michaels (MIK) a Buyout Target? Consumer mentions of shopping with the arts and crafts supply retailer Michael’s (MIK) boomed during the pandemic. At the
March 2, 2021
Consumer Research
News
Dollar Tree (DLTR) has some catching up to do
Dollar Tree (DLTR) has some catching up to do Dollar Tree took an interesting approach at the beginning of lockdown: it shut down its website and
March 2, 2021
News
Logitech (LOGI) Raises Guidance
Logitech (LOGI) Raises Guidance Over the past year, we’ve been pounding the drum for Logitech (LOGI), as they have heavy exposure to several pandemic-driven trends:
March 2, 2021
News
Carvana Demand Approaching All-Time Highs
Carvana Demand Approaching All-Time Highs LikeFolio published a Bullish alert for Carvana (CNVA) in September of 2019. Shares have gained more than +300% since then, but we’re
March 1, 2021
News
DraftKings Shares Rise on Strong Report
DraftKings Shares Rise on Strong Report We recently issued a bullish alert for the online sports betting company DraftKings (DKNG), citing a surge in mentions relating to
March 1, 2021
News
Zoom (ZM) Growth is Strong but Moderating
Zoom (ZM) Growth is Strong but Moderating ZM has some tough comps looming in 2021. Last quarter, Zoom revenue increased +367% YoY. This was a steeper
March 1, 2021
News
Investors are catching on to ‘The Fed’
Trend Watch: Federal Reserve Awareness We’re continuing to track an unprecedented surge in asset diversification from retail investors: Consumer Mentions of investments in cryptocurrency are trending +735%
February 26, 2021
News
Investors are loving…Silver
Trend Watch: Silver Investing Over the past month, we’ve been tracking an ongoing surge in consumer chatter relating to precious metal investments, and Silver is still
February 26, 2021
News
ROCCAT gaming accessory demand is boosting Turtle Beach
Turtle Beach (HEAR) We sent a HEAR Bullish alert in December when the stock was trading below $21. Since then shares gained by as much as
February 26, 2021
News
Will Etsy’s (ETSY) Q4 growth be enough for investors?
Etsy (ETSY) Etsy (ETSY) reports earnings for 20Q4 (ended 12/31/20) after the bell today… Could it become another victim of a status quo shift? With consumer
February 25, 2021
News
Best Buy (BBY) Earnings Post-Mortem
Best Buy (BBY) This morning Best Buy (BBY) reported record-high sales for 21Q4 (ended 1/31/21), up +11% YoY. Why are shares trading -7% lower today? BBY wasn’t able to
February 25, 2021
News
Beyond Meat is losing macro trend momentum
Beyond Meat (BYND) Beyond Meat demand surged in previous years, propelled by a major shift in consumer behavior: plant-based protein demand. However, this surging demand
February 25, 2021
Tips
GameStop *Consumer* Demand Is On Fire
As GameStop enters a second short-squeeze, the financial world is becoming obsessed with the market mechanics, diamond-handed redditors, and hedge fund players behind the movements.
February 25, 2021
News
Nvidia is giving the people what they want
Nvidia (NVDA) In 2020, Nvidia was a huge beneficiary of consumers looking for sources of entertainment that didn’t involve face-to-face interaction. Insert, Gaming. New gaming
February 24, 2021
News
Are Hard Seltzers ready to pop?
Trend Watch: Hard Seltzers The meteoric rise of alcoholic sparkling water (“Hard” or “spiked” seltzer) products was stymied by the arrival of COVID-19 in the
February 24, 2021
News
Oculus is winning VR, can AAPL catch up?
Oculus – Facebook (FB) Rumors have been swirling for weeks suggesting that Apple (AAPL) has a virtual reality headset in the works. From a consumer demand standpoint,
February 24, 2021
News
Cord-cutting is the new normal
Trend Watch: Cutting the Cord The uptrend in ‘cord cutting’ mentions seen in past years helped us cement our bearish outlook for companies Dish Network
February 23, 2021
News
Dish Network (DISH) can’t catch a break
Dish Network (DISH) We initiated a bearish alert for Dish Network (DISH) in September of 2019, citing a high number of consumers talking about getting rid of
February 23, 2021
News
Is $SQ still a good bet?
Betting on Square (SQ) The chart below is incredible. Square Mention volume is rocketing, exhibiting sequential QoQ growth in nearly every quarter since we’ve been
February 23, 2021
News
The Hydro Flask brand is losing virality
Helen of Troy (HELE): Hydro Flask In August of 2019, we put out a bullish alert on Helen of Troy (HELE), due to the enormous popularity of
February 22, 2021
News
Home Depot is stepping up its game
Home Depot (HD) Last quarter, Home Depot posted an earnings beat driven by shoppers revamping their homes. Shares fell ~2.5% after the company cemented pandemic pay raises and
February 22, 2021
News
Airbnb is still outperforming its traditional hospitality peers
Airbnb (ABNB) AirbnB is set to report earnings for the first time since it’s December 2020 IPO… How does the underlying data compare with market
February 22, 2021
Education
What do SHOP, ROKU, PINS, and SQ all have in common?
How to Spot Best of Breed Companies A streamer, a social media platform, a small business eCommerce solution, and a digital wallet walk into a
February 21, 2021
Trending
3 reasons Bitcoin could go (much) higher
Earlier this week, Bitcoin topped $50,000 for the first time ever. Major investments from the likes of Tesla (TSLA) and Microstrategy (MSTR) have helped fuel the ongoing Bitcoin (BTC-USD)
February 20, 2021
News
Here’s what going on with Silver…
Trend Watch: Silver Investing Recently, we’ve been tracking elevated consumer chatter surrounding precious metal investments, particularly silver. Consumer mentions of investing in Silver Futures, ETFs, and Bullion
February 19, 2021
News
Consumers love live sports…and the market loves FUBO
FuboTV (FUBO) Shares of fuboTV (FUBO) are up +371% YoY. However, we think this stock could continue higher, as the underlying data reveals impressive consumer adoption:
February 19, 2021
Trending
Weight Watchers stock could be getting a little heavy
Over the years, LikeFolio has delivered a remarkable series of predictions for Weight Watchers (WW). We maintained a bullish outlook while shares ran +900% higher
February 19, 2021
Trending
IPO Watch: Coinbase is rocking — but is it enough?
In regard to trading volume, Coinbase is the largest cryptocurrency exchange in the United States. Its market dominance is evident when viewing the current level
February 17, 2021
Trending
Consumer demand for YETI products is stalling
As part of our COVID Oversold Alert last March, we noted surging demand for Yeti brand products with the stock price near an all-time low… Our position
February 17, 2021
Trending
Shopify’s Dominance Is Growing
In early December, we crowned Shopify the Holiday Shopping winner (based on this data) in a special MegaTrends report to LikeFolio clients. Clients are already reaping gains:
February 16, 2021
News
Bitcoin Enthusiasm Is Soaring 🚀
Major investments from the likes of Tesla (TSLA) and Microstrategy (MSTR) have helped fuel the ongoing Bitcoin (BTC-USD) bull run, but LikeFolio data shows that consumer interest is still
February 16, 2021
News
Consumer demand for Walmart pickup, delivery is soaring
Walmart (WMT) Walmart reports earnings next week. Some of the data was so impressive, it justified a deep dive. We know Walmart’s eCommerce segment is
February 12, 2021
News
New content is keeping Disney Plus subscribers around
Disney+ (DIS) The explosive consumer adoption of Disney Plus is undeniable. The platform boasted more than 86 million streaming subscribers in December 2020, just one year post-launch.
February 11, 2021
News
Does everybody have a Roomba?
iRobot (IRBT) Last quarter, iRobot posted strong results: revenue increased +43% YoY as premium products showed strength (+86% YoY) and its direct-to-consumer channel rocketed (+155% YoY). However, shares of IRBT sold
February 10, 2021
News
DoorDash is Crushing the Competition
DoorDash (DASH) We featured DASH on our January MegaTrends report, noting the company was crushing its competition. Over the weekend, the company continued to flex. DASH
February 9, 2021
News
Gaming tailwinds are propelling Take-Two
Take-Two (TTWO) ake-Two reports 21Q3 earnings today after the bell. Many investors are drawing comparisons to gaming peer, Activision, whose shares spiked last week after announcing better-than-expected results and
February 8, 2021
News
Amazon’s story is impressive, but our eyes are on Target
Amazon (AMZN), Target (TGT) Amazon just delivered a +$100 billion dollar quarter. And this shocked no one. Market reaction was fairly muted as the news
February 5, 2021
News
Pinterest is a beast
Pinterest (PINS) Pinterest recorded enormous growth in 2020: shares rocketed and so did user adoption. Honestly, we’ve lost count of how many bullish notes we’ve put out for
February 4, 2021
News
PayPal Crypto Mentions are Booming
PayPal (PYPL) Last quarter, PayPal recorded the strongest growth in Total Payment Volume (+38% YoY) and Revenue (+25% YoY) in the company’s history. It introduced an interest-free “buy now pay later” service,
February 3, 2021
News
Spotify shares are powering up into earnings
Spotify (SPOT) Spotify shares have gained more than +8% since Monday’s open, exhibiting strength into earnings alongside a general market recovery. LikeFolio data suggests investors
February 2, 2021
News
Consumer shipping demand is normalizing…
United Parcel Service (UPS) After two quarters of explosive demand growth, UPS Purchase Intent mentions are normalizing. Consumer mentions of sending or receiving a package
February 1, 2021
News
DOGE is no joke…right?
GameStop…and Dogecoin The saga of the GameStop (GME) squeeze has captivated the American consciousness. GameStop’s total mention volume surpassed 148,000 yesterday, bringing the average up to ~48,500 in
January 29, 2021
News
Are we still Bullish on Best Buy?
Best Buy (BBY) In December, we issued a Bullish Opportunity Alert for Best Buy because of surging consumer demand, driven by YoY strength across multiple product categories including Gaming (+716%), Computers (+46%), TVs (+35%)
January 28, 2021
News
New traders are flexing…
Trend Watch: Learning to Trade Over the past year, LikeFolio trend data has shown a massive increase in the number of consumers talking about learning to trade. Looking
January 28, 2021
News
Apple service growth is accelerating
Apple (AAPL) Investor expectations are extremely high ahead of AAPL’s 21Q1 report, fueled by speculation of iPhone sales strength. LikeFolio has noted elevated demand for the higher end iPhone
January 27, 2021
News
We’re not betting against SBUX
Starbucks (SBUX) According to consumer demand, “starbs” is losing its viral status to TikTok-and-GenZ-favorite “dunkie”. Last quarter Starbucks reported that same-store sales decreased -9% YoY (vs. nearly +1% from
January 26, 2021
News
Polaris off-road vehicle demand is ramping
Polaris (PII) Polaris has reported greater-than-anticipated demand for its powersports products (ORVs, Snowmobiles, Motorcycles) in the past two quarters. We called this ahead of earnings. LikeFolio data shows continued growth
January 25, 2021
News
Analysts downgraded FVRR. LikeFolio data suggests they’re wrong.
Fiverr (FVRR) Since a downgrade from UBS analysts over valuation concerns, FVRR shares have shed ~10% in value. LikeFolio data suggests consumer demand growth (pacing +102%
January 22, 2021
News
Is changing leadership enough for Intel investors?
Intel (INTC) Intel shares are trading +16% YTD, most recently propelled by a change in leadership giving some investors an optimistic outlook. Last quarter, Intel beat
January 21, 2021
News
United Airlines trails peers in Consumer Demand and Sentiment
United Airlines (UAL) When it comes to consumer Purchase Intent (mentions of booking or taking a flight), United Airlines is a laggard in the industry.
January 20, 2021
