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Align Crushed its Last Report…Now What?
Align Crushed its Last Report…Now What? Align Technologies (ALGN) has posted record sales numbers the past 3 consecutive quarters, recently reporting a +62% YoY revenue
May 14, 2021
Consumer Research
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Two Factors Impacting Disney (DIS) Earnings
Two Factors Impacting Disney (DIS) Earnings While LikeFolio doesn’t officially “cover” Disney (check out this ownership map to understand the breadth), we do have insights
May 13, 2021
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Bumble (BMBL) Smashes Earnings Expectations
Bumble (BMBL) Smashes Earnings Expectations Yesterday Bumble Inc. (BMBL) reported 21Q1 earnings results which smashed market expectations. LikeFolio data corroborates the strong performance — Consumer Mentions indicating
May 13, 2021
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Elon Moves the Crypto Markets… Again (BTC-USD)
Elon Moves the Crypto Markets… Again (BTC-USD) Yesterday, Bitcoin (BTC-USD) Mentions surged to the second-highest level seen in 2021, after a statement from Tesla (TSLA) CEO
May 13, 2021
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Sonos Crushed 2020, but Can its Growth Continue?
Sonos Crushed 2020, but Can its Growth Continue? SONO shares are trading +260% YoY, thanks in part to pandemic related macro trends. Home Renovation mentions increased +41%
May 12, 2021
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Inflation Fear is Impacting the Markets
Inflation Fear is Impacting the Markets LikeFolio data shows that consumer fear and uncertainly about inflation has risen tremendously in 2021. Mentions expressing concern about inflation
May 12, 2021
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Gas Prices a Growing Concern
Gas Prices a Growing Concern It’s no secret that gas prices are rising in the United States…In fact, the national average price is at the highest
May 12, 2021
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Affirm (AFRM) Reports Staggering Sales Growth
Affirm (AFRM) Reports Staggering Sales Growth LikeFolio recently issued a bullish alert for Affirm Holdings (AFRM), citing strong growth in underlying Consumer Demand. Affirm’s Purchase Intent Mentions have
May 11, 2021
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FuboTV may Surprise the Street
FuboTV may Surprise the Street FuboTV is a sports-first streaming provider that serves as a complete cable replacement. Consumer mentions of subscribing to or signing up for
May 11, 2021
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Elon Musk and Dogecoin (DOGE-USD)
Elon Musk and Dogecoin (DOGE-USD) Elon Musk, renowned CEO of Tesla (TSLA) and SpaceX, has continually managed to impact both the underlying consumer Mentions and
May 10, 2021
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Precious Metals: Looking Ahead
Precious Metals: Looking Ahead LikeFolio data reveals a few interesting things about the state of financial markets in the U.S.: Fear and uncertainty regarding inflation continue to
May 7, 2021
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Golf is Popping and Callaway (ELY) is Capitalizing
Golf is Popping and Callaway (ELY) is Capitalizing Golf popped in 2020. 3 million people played golf for the first time in 2020, a record number of
May 7, 2021
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SPAC-Mania is Dying Down
SPAC-Mania is Dying Down The hype surrounding Special Purpose Acquisition Companies (SPACs) and the companies they have taken public through ‘reverse IPO’ reached a peak
May 6, 2021
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PTON: Turbulence for traders, Opportunity for Investors
PTON: Turbulence for traders, Opportunity for Investors Peloton shares tanked yesterday after the company recalled all Tread and Tread+ Treadmills, a decision based on reports of
May 6, 2021
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Is FuboTV (FUBO) Stock Oversold?
Is FuboTV (FUBO) Stock Oversold? In the current quarter (ending 6/30), underlying Consumer Demand for the upstart OTT streaming provider FuboTV (FUBO) is trending +160% higher
May 6, 2021
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Robinhood is having problems with Dogecoin
Robinhood is having problems with Dogecoin Looking at the number of investors talking about trading stocks and cryptocurrencies on Robinhood platform, it’s clear that the
May 5, 2021
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American Eagle (AEO) is Soaring Higher
American Eagle (AEO) is Soaring Higher In the earnings preview LikeFolio put out ahead of American Eagle’s (AEO) 20Q4 report, we noted continued strength from the Aerie
May 5, 2021
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Can ETSY’s Explosive Growth Continue?
Can ETSY’s Explosive Growth Continue? We featured ETSY as one of our Holiday Shopping winners, and boy were we right. When we sent the report, ETSY demand
May 5, 2021
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Rideshare Demand is Surging
Rideshare Demand is Surging LikeFolio data is recording a recovery-related surge in rideshare demand on a 30day Moving Average: Ridesharing for travel (to or from a
May 4, 2021
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Can SmileDirectClub (SDC) Recover from Bad News?
Can SmileDirectClub (SDC) Recover from Bad News? We recently added SmileDirectClub to coverage with a bearish outlook, based on its underperformance compared with rival clear aligner company
May 4, 2021
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Retail Buyers Aren’t Driving the Latest Dogecoin Rally
Retail Buyers Aren’t Driving the Latest Dogecoin Rally Although Mentions of the enigmatic cryptocurrency Dogecoin (DOGE-USD) have been elevated for the better part of 2021,
May 4, 2021
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Is Dillard’s (DDS) Still a Good Re-Opening Buy?
Is Dillard’s (DDS) Still a Good Re-Opening Buy? Shares of Dillard’s, Inc. (DDS) are up more than +8% today, bringing their total YTD gain to
May 3, 2021
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iRobot showing Digital Strength, but will it be enough?
iRobot showing Digital Strength, but will it be enough? Last quarter, IRBT handily beat estimates and grew its bottom line by 14.4% YoY. Results were
May 3, 2021
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What is THETA?
What is THETA? THETA Network is a decentralized video delivery platform which utilizes proprietary blockchain technology to incentivize bandwidth sharing amongst viewers to improve quality and
May 3, 2021
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Ethereum (ETH-USD) Demand is Off the Charts
Ethereum (ETH-USD) Demand is Off the Charts The cryptocurrency market is up +3.5% today, and the charge higher is being led by Ethereum (ETH-USD). Consumer
May 3, 2021
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AirBnB (ABNB) Showing a Strong Spring Break
AirBnB (ABNB) Showing a Strong Spring Break AirBnB (ABNB) IPO’d in the midst of an incredibly turbulent time for the hospitality industry. However, LikeFolio data
April 29, 2021
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Amazon is a Beast, but Competent Peers are Rising
Amazon is a Beast, but Competent Peers are Rising Last quarter Amazon reported a banger: Sales increased 44% YoY propelling revenue over $100 billion in
April 29, 2021
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Visa (V) Unusual Cashtag Chatter
Visa (V) Unusual Cashtag Chatter Cashtag Mentions for the multinational financial services company Visa (V) are showing unusual strength in 2021, up +104% YoY on a 90-day
April 29, 2021
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Tough Comps Looming for Apple (AAPL)
Tough Comps Looming for Apple (AAPL) In 21Q2, Apple demand growth slowed: +6% YoY. In the prior quarter, demand increased +17% YoY. Seasonally speaking, this
April 28, 2021
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Digital Orders are Key for Shake Shake (SHAK)
Digital Orders are Key for Shake Shake (SHAK) Prior to the pandemic, we cited SHAK’s stronger-than-average delivery presence as an area of strength for the company. It
April 28, 2021
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Denny’s (DENN): Is there hope beyond re-opening?
Denny’s (DENN): Is there hope beyond re-opening? We singled out Denny’s as a long-term loser in the restaurant industry nearly 2 years ago, so far our
April 28, 2021
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Athleta is Building off a Strong Year for Athleisure
Athleta is Building off a Strong Year for Athleisure Pandemic-related lockdowns sent apparel Mentions to new lows last year, which were immediately reflected in severe
April 27, 2021
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Redfin (RDFN) Buzz Pushing All-Time Highs
Redfin (RDFN) Buzz Pushing All-Time Highs When we first noted unusual strength in Redfin’s (RDFN) underlying consumer Mentions, shares were trading below $40. The company went
April 27, 2021
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Pinterest Usage and Shopping Mentions are Growing
Pinterest Usage and Shopping Mentions are Growing Last quarter, PINS reported 459 million monthly active users, +37% YoY. This is more users than Twitter and Reddit,
April 27, 2021
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Tesla (TSLA) is Dominating
Tesla (TSLA) is Dominating Tesla has already released 21Q1 delivery stats. The company delivered 184,800 cars (+110% YoY, +2% QoQ, and last quarter was a record-setter). It’s
April 26, 2021
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PayPal (PYPL) is Rolling out Crypto on Venmo
PayPal (PYPL) is Rolling out Crypto on Venmo Many prominent companies have thrown their lot in with cryptocurrency in the past year, including Paypal (PYPL).
April 26, 2021
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Coinbase (COIN) IPO Pushing Demand to New Highs
Coinbase (COIN) IPO Pushing Demand to New Highs Coinbase (COIN) is the largest US-based cryptocurrency exchange and the first to become publicly-traded as of last
April 26, 2021
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Capital Gains Tax: Bad for Crypto, Good For Metals?
Capital Gains Tax: Bad for Crypto, Good For Metals? Fears surrounding a proposed capital gains tax increase have worsened the ongoing sell-off in the cryptocurrency market. The new
April 23, 2021
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Pinterest (PINS) Site Usage Still Showing Strength
Pinterest (PINS) Site Usage Still Showing Strength There’s a bull case for PINS based on the digital ad revenues alone, but LikeFolio data shows that userbase interaction
April 22, 2021
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Snapchat Screen Time is Slipping
Snapchat Screen Time is Slipping Snapchat is the first social media name to report Q1 earnings, and investors are watching closely… how are advertisers spending
April 22, 2021
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Crypto Spotlight: ChainLink (LINK-USD)
Crypto Spotlight: ChainLink (LINK-USD) Chainlink (LINK-USD) is a platform in the decentralized finance (‘de-fi’) space which aims to reliably integrate data from the outside world (weather,
April 22, 2021
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Can Chipotle New Menu Items Make a Dent in Demand?
Can Chipotle New Menu Items Make a Dent in Demand? Last quarter Chipotle’s digital sales grew 177%, comprising 49% of sales (vs. +202% and +216% in prior
April 21, 2021
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Trend Watch: eSport Gambling
Trend Watch: eSport Gambling LikeFolio data shows that there’s been a significant increase in the number of consumers playing video games over the past year.
April 21, 2021
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Apple (AAPL) Just Crushed Another Competitor
Apple (AAPL) Just Crushed Another Competitor Apple (AAPL) announced a plethora of new and improved products at a release event yesterday. You can expect to see
April 21, 2021
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Coke is Entering the Hard Seltzer Market with a Splash
Coke is Entering the Hard Seltzer Market with a Splash Last Summer, The Coca-Cola Company (KO) announced that it would be adding alcohol to its
April 20, 2021
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eCommerce Fashion Segment Taking a Breather
eCommerce Fashion Segment Taking a Breather Several notable names in fashion e-commerce are trading lower today: Farfetch (FTCH) -5.5%, Poshmark (POSH) -6%, and Revolve (RVLV)
April 20, 2021
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Will Stagnant User-Growth Knock Netflix?
Will Stagnant User-Growth Knock Netflix? When it comes to Netflix Earnings, it really is a matter of: Choose your Own Adventure. The chart above paints
April 20, 2021
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Is the Crypto Bull-Run Coming to an End?
Is the Crypto Bull-Run Coming to an End? Last week was a perfect storm for the cryptocurrency market. Coinbase (COIN) going public brought many new
April 19, 2021
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United Airlines (UAL) Has Already Tipped its Hand
United Airlines (UAL) Has Already Tipped its Hand UAL is expected to report its fifth consecutive loss in 21Q1 The company tipped its hand last week in an
April 19, 2021
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Coke (KO) Poised to Benefit from Reopening
Coke (KO) Poised to Benefit from Reopening KO was hit especially hard by pandemic-related shifts in consumer behaviors. Prior to lockdown, sales from bars, restaurants,
April 16, 2021
