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Is Disney losing its magic?

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

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Covid Vaccine: Winners & Losers

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

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Should Roku be worried?

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

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Peloton is riding high

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.

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iPhone 12 update: Is demand waning?

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

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XBOX domination incoming?

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

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Trouble for Lululemon?

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

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