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.
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