Netflix’s original programming is a key driver of subscriber growth.
Purchase intent mentions for Netflix are showing continued strength, and consumer happiness levels are rising. This combination indicates that Netflix is in a good position to maintain its high growth levels, and justify its lofty share price.
Can Footlocker deliver another earnings surprise?
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
Gamers can’t get enough of Nvidia’s graphics cards
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,
Are consumers pumping the breaks on home renovation?
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
Holiday shopping kicks off strong for Walmart, Target
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 launching its new “ghost kitchens”
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
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
