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
PayPal (PYPL) Last week we touched on a huge crypto announcement from PayPal that clears two major hurdles: Getting crypto in a usable form for
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
Spotify (SPOT) purchase intent surging Spotify Purchase Intent was the highest we’ve ever recorded in 20Q3 YoY. Last quarter, Spotify beat user growth expectations but got dinged
Microsoft (MSFT) — Xbox Microsoft releases 21Q1 earnings today after the bell. Investors will be gauging if/how the pandemic impacted revenue growth. Some deceleration is expected, particularly in
Lululemon (LULU) We won’t lie, we were shocked to see athleisure-darling Lululemon launch a “We Made Too Much” section on its website. It’s full of markdowns for
Intel (INTC) Intel is underperforming peers. INTC shares are trading -9% YTD vs. explosive gains for NVDA (+123%) and AMD (+65%). Last quarter, Intel beat
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