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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
Starbucks announces plans for massive expansion
Starbucks (SBUX) Starbucks shares surged to an all-time high yesterday after the company revealed aggressive growth plans for the next decade (including expanding global footprint by more than
Lululemon: still the hottest gift under the tree?
Lululemon (LULU) Lululemon is a Wall Street darling. Shares have outperformed peers, gaining ~220% in value in the last 2 years. As shares approach all-time highs,
Is Chewy still an easy quarantine play?
Chewy (CHWY) Chewy was one of our favorite Covid plays. We featured the name on our Coronavirus Shopping List MegaTrends Report, delivered to clients at the
Did Stitch Fix miss a golden opportunity?
Stitch Fix (SFIX) Last quarter, SFIX shares fell 14% after releasing earnings. While sales rebounded slightly in 20Q4, it wasn’t enough to satisfy the market
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
Is Draftkings worth betting on here?
DraftKings (DKNG) DraftKings has been busy, and is poised for growth. In the last quarter, DraftKings usage mentions soared, and momentum is continuing into 20Q4.
Expecting a Lyft into Earnings
Lyft (LYFT) Last week, we were ready to roll into LYFT earnings with a clear bullish lean. Demand in 20Q3 showed signs of recovery. While ridership
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
Netflix has a secret weapon — happy customers
Netflix (NFLX) Last week we offered a quick snapshot of Netflix price increase mentions, noting buzz appeared muted. This finding is holding, and the price hike
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
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.
Hilton Worldwide is really TRYING to recover
Hilton Worldwide (HLT) In news to no-one, fewer consumers are booking hotel rooms this year vs. last year. Hilton 20Q3 Purchase Intent exhibited some recovery
Wayfair consumer demand is popping, but is it enough?
Wayfair (W) purchase intent update Wayfair has been one of our favorite corona-plays. Shares rocketed to highs above $340 in the months following a special report in
