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Consumers react to PayPal’s Crypto announcement
PayPal (PYPL) Last week we touched on a huge crypto announcement from PayPal that clears two major hurdles: Getting crypto in a usable form for

iPhone 12 update: Is demand waning?
Apple (AAPL) iPhone 12 Update Apple delayed (and then staggered) the release of its iPhone 12 models, rendering a traditional YoY compare a bit murky. Some analysts project elevated

Spotify’s podcast platform is winning big
Spotify (SPOT) purchase intent surging Spotify Purchase Intent was the highest we’ve ever recorded in 20Q3 YoY. Last quarter, Spotify beat user growth expectations but got dinged

XBOX domination incoming?
Microsoft (MSFT) — Xbox Microsoft releases 21Q1 earnings today after the bell. Investors will be gauging if/how the pandemic impacted revenue growth. Some deceleration is expected, particularly in

Trouble for Lululemon?
Lululemon (LULU) We won’t lie, we were shocked to see athleisure-darling Lululemon launch a “We Made Too Much” section on its website. It’s full of markdowns for

A Day In The Life: LikeFolio Intern
The following post was written by Jake Ballard upon completion of his LikeFolio internship in the summer of 2020. Read about the ins and outs

Does Discount Apparel Mean Discounted Share Prices?
COVID-19, like many previous American hardships, hit us in the pocketbook, once again shifting consumer shopping behavior in new directions. Much remains in flux, but

Three Critical Lessons From Tesla’s Epic Rally
TSLA stock is booming, having tripled in value from $180 in June of 2019 to over $540 today. While those who missed the epic rally

You down with DTC? (ya you know me!)
Nike reported an awesome quarter Tuesday evening. The stock is up, everyone is happy. But there was one major clue inside the report that deserves

The MEGATREND Behind Beyond Meat’s Massive Run
LikeFolio’s MegaTrends June update for hedge funds highlighted some unbelievable trends in the consumer food space, especially around protein consumption and preferences. Watch as our

The Big Personalization Movement Taking Over Tech
Call it narcissism, or call it knowing exactly what you like – either way, today’s consumers crave products that fit nicely into personal preference buckets.

Is Crypto Entering The Slope Of Enlightenment?
“You know it’s time to sell when shoeshine boys give you stock tips. This bull market is over.” That was the thinking of Joe Kennedy

What is your MISSION as an investor?
Defining your MISSION The below email was sent to all LikeFolio Letter subscribers. It’s a free subscription… just put in your email address in the

Apple working its way through headwinds
Apple needs a new product line to boost consumer enthusiasm Last year’s keynote was a dud, leaving consumers wanting more than minor upgrades to their

Netflix in the spotlight
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.

How Instagram is Driving Facebook’s Growth
While the Facebook platform may be losing daily active users, Instagram takes control & continues to drive growth for the company.

Which Dollar is the Best Dollar?
Our data is a little more bearish on Dollar General, they are outperforming in terms of stock price, but may be getting ahead of itself.

Canada Goose Stock Priced Too High?
The data for Canada Goose shows slowing growth from exponential to more linear now, in terms of purchase intent mentions but not as the result of the industry as a whole.

Can Swimsuits Save Victoria’s Secret?
L brands, parent company of Victoria’s Secret, made headlines in 2016 when they decided to discontinue VS swimwear in hopes to simplify operations for the

This Exercise Stock is RUNNING Hard
About 6 weeks ago, LikeFolio issued a Bullish Opportunity Alert on Planet Fitness ($PLNT) at $58/share. The reason for this bullish alert was very simple:

Announcing LikeFolio FLEXternships
LikeFolio is famous for our high-impact and fun summer internships. But not everyone wants a full-time summer job and not everyone can pack up and