About
Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Solutions
Get targeted insights into industry trends with our quarterly sector reports, so you can predict the future and stay a step ahead.
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your real-time focus group keeping you connected to consumers and giving you a critical edge over your competition.
Learn More
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

Polaris off-road vehicle demand is ramping

Polaris (PII)

Polaris has reported greater-than-anticipated demand for its powersports products (ORVs, Snowmobiles, Motorcycles) in the past two quarters.

We called this ahead of earnings.

LikeFolio data shows continued growth in the Powersports segment.

On Christmas/Christmas Eve 2020, Purchase Intent mentions increased +41% YoY, driven by demand for Slingshot, RZR, and Ranger ORVs (off-road vehicles).

consumer demand polaris holiday shopping dates

Last quarter (20Q3), LikeFolio recorded comprehensive Polaris Purchase Intent +10% YoY, in lockstep with what the company reported (rev: +10% YoY).

Demand levels recorded in 20Q4 exceeded the previous rate of growth, increasing +19% YoY. (It is helpful to consider the seasonality present when evaluating QoQ moves.)

It's clear to us this name is continuing to benefit from an increasing number of consumers looking to get outside and find alternative sources of fun.

GameStop (GME)

Two weeks ago, we put out a note highlighting GameStop’s (GME) impressive 20Q4 demand growth. Although the data looked bullish at the time, we’ll readily admit that we didn’t foresee what happened next.
GME shares are in the midst of an epic short squeeze that began last Friday, trading as high as +800% YTD this morning.
With the price fluctuating by 40-50 point every hour, we’re officially...

Related Posts

Lululemon eCommerce mentions are booming after a strong Holiday season

Lululemon (LULU) As we prepped this chart for send today […]

Read More
DOGE is no joke...right?

GameStop...and Dogecoin The saga of the GameStop (GME) squeeze has […]

Read More
GameStop *Consumer* Demand Is On Fire

As GameStop enters a second short-squeeze, the financial world is […]

Read More
1 2 3 4

Related Posts

KEEP YOUR COMPETITIVE EDGE

Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

©2022 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartchart-barsselect