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We’re not betting against SBUX
Starbucks (SBUX) According to consumer demand, “starbs” is losing its viral status to TikTok-and-GenZ-favorite “dunkie”. Last quarter Starbucks reported that same-store sales decreased -9% YoY (vs. nearly +1% from
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
Analysts downgraded FVRR. LikeFolio data suggests they’re wrong.
Fiverr (FVRR) Since a downgrade from UBS analysts over valuation concerns, FVRR shares have shed ~10% in value. LikeFolio data suggests consumer demand growth (pacing +102%
Is changing leadership enough for Intel investors?
Intel (INTC) Intel shares are trading +16% YTD, most recently propelled by a change in leadership giving some investors an optimistic outlook. Last quarter, Intel beat
United Airlines trails peers in Consumer Demand and Sentiment
United Airlines (UAL) When it comes to consumer Purchase Intent (mentions of booking or taking a flight), United Airlines is a laggard in the industry.
Netflix user growth stalls but existing users are sticking around
Netflix (NFLX) Last quarter, Netflix shares fell more than 6% after missing EPS and adding fewer new subscribers than the Street expected (2.2 million vs. 3.57 million). The company attributed this to
Snacking is driving demand for Frito-Lay ($PEP)
PepsiCo (PEP) The quarantine 15 didn’t materialize out of thin air…consumers were snacking. And LikeFolio data suggests they still are. Snacking mentions increased 36% YoY in the
These airlines are best of breed, according to consumers…
Travel Update: Airline Earnings It’s time for the airline industry to report 20Q4 earnings, and Delta is the first on deck. As an investor, how do you approach
Target is crushing digital execution
Target (TGT) TGT shares have gained nearly 70% in value over the last year and are currently trading near all-time highs. When you look at mentions
Lululemon eCommerce mentions are booming after a strong Holiday season
Lululemon (LULU) As we prepped this chart for send today (highlighting Lululemon’s powerful direct-to-consumer presence) LULU tipped its hand… Lululemon did what companies very rarely
Holy Mackerel, Bitcoin!
Square (SQ), Bitcoin (BTCUSD) Square is buzzing alongside other crypto-involved names. This makes sense. After all, SQ holds a significant volume of Bitcoin on its balance sheet and
Instagram may have been the steal of the decade
Facebook (FB) Facebook’s Fiscal Year ’20 ended Dec. 31, and we’re taking an early look to see how Q4 shaped up. Consumer mentions of downloading and
Can digital growth spur an earnings surprise for Bed Bath & Beyond?
Bed Bath & Beyond (BBBY) Last quarter BBBY shocked the Street when it posted a same-store sales gain (+6%) for the first time since 2016, attributed to
Consumer demand holds for high-end iPhone 12 models
Apple (AAPL) Apple’s first quarter of FY 2021 ended the day after Christmas…which means we’ve got a sneak peek of quarterly demand before the company
These were the most popular brands under the tree
Etsy (ETSY) Etsy’s Purchase Intent Mentions have shown phenomenal of growth over the past three quarters, with 20Q4 (ending 12/31) on pace for a gain of +91%
Top trends we’re watching in 2021
Trend Watch 2021 As 2020 comes to an end, it’s only fair to look back at the massive shifts we witnessed in consumer behavior. One company
PayPal, Square cashing in on crypto interest
PayPal (PYPL), Square (SQ) Consumer mentions of investing in cryptocurrency continue to rise (more on that later), and digital wallet providers PayPal and Square are
Peloton ($PTON) shares are rolling higher
Peloton (PTON) Last quarter, total Peloton members grew to over 3.6 million. Today, Peloton shares are pushing all-time highs, and have gained nearly 370% in
Will freshly minted home chefs boost General Mills through earnings?
General Mills (GIS) When you think of General Mills, do you think of cereal? You wouldn’t be wrong, but this company hosts a plethora of
Call of Duty consumer demand propels Activision above peers
Activision Blizzard (ATVI), Take-Two Interactive (TTWO) Gaming is gaining steam again. First-time gaming mentions increased +5% in the last month vs. prior quarter, and are currently pacing +81%
Are AirPods at Max Volume?
Apple ($AAPL) Apple announced and released its AirPods Max for preorders last week, priced at $549. The new Max line actually lands in consumer hands
