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Is Michaels (MIK) a Buyout Target?
Is Michaels (MIK) a Buyout Target? Consumer mentions of shopping with the arts and crafts supply retailer Michael’s (MIK) boomed during the pandemic. At the
March 2, 2021
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Dollar Tree (DLTR) has some catching up to do
Dollar Tree (DLTR) has some catching up to do Dollar Tree took an interesting approach at the beginning of lockdown: it shut down its website and
March 2, 2021
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Logitech (LOGI) Raises Guidance
Logitech (LOGI) Raises Guidance Over the past year, we’ve been pounding the drum for Logitech (LOGI), as they have heavy exposure to several pandemic-driven trends:
March 2, 2021
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Carvana Demand Approaching All-Time Highs
Carvana Demand Approaching All-Time Highs LikeFolio published a Bullish alert for Carvana (CNVA) in September of 2019. Shares have gained more than +300% since then, but we’re
March 1, 2021
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DraftKings Shares Rise on Strong Report
DraftKings Shares Rise on Strong Report We recently issued a bullish alert for the online sports betting company DraftKings (DKNG), citing a surge in mentions relating to
March 1, 2021
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Zoom (ZM) Growth is Strong but Moderating
Zoom (ZM) Growth is Strong but Moderating ZM has some tough comps looming in 2021. Last quarter, Zoom revenue increased +367% YoY. This was a steeper
March 1, 2021
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Investors are catching on to ‘The Fed’
Trend Watch: Federal Reserve Awareness We’re continuing to track an unprecedented surge in asset diversification from retail investors: Consumer Mentions of investments in cryptocurrency are trending +735%
February 26, 2021
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Investors are loving…Silver
Trend Watch: Silver Investing Over the past month, we’ve been tracking an ongoing surge in consumer chatter relating to precious metal investments, and Silver is still
February 26, 2021
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ROCCAT gaming accessory demand is boosting Turtle Beach
Turtle Beach (HEAR) We sent a HEAR Bullish alert in December when the stock was trading below $21. Since then shares gained by as much as
February 26, 2021
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Will Etsy’s (ETSY) Q4 growth be enough for investors?
Etsy (ETSY) Etsy (ETSY) reports earnings for 20Q4 (ended 12/31/20) after the bell today… Could it become another victim of a status quo shift? With consumer
February 25, 2021
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Best Buy (BBY) Earnings Post-Mortem
Best Buy (BBY) This morning Best Buy (BBY) reported record-high sales for 21Q4 (ended 1/31/21), up +11% YoY. Why are shares trading -7% lower today? BBY wasn’t able to
February 25, 2021
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Beyond Meat is losing macro trend momentum
Beyond Meat (BYND) Beyond Meat demand surged in previous years, propelled by a major shift in consumer behavior: plant-based protein demand. However, this surging demand
February 25, 2021
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Nvidia is giving the people what they want
Nvidia (NVDA) In 2020, Nvidia was a huge beneficiary of consumers looking for sources of entertainment that didn’t involve face-to-face interaction. Insert, Gaming. New gaming
February 24, 2021
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Are Hard Seltzers ready to pop?
Trend Watch: Hard Seltzers The meteoric rise of alcoholic sparkling water (“Hard” or “spiked” seltzer) products was stymied by the arrival of COVID-19 in the
February 24, 2021
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Oculus is winning VR, can AAPL catch up?
Oculus – Facebook (FB) Rumors have been swirling for weeks suggesting that Apple (AAPL) has a virtual reality headset in the works. From a consumer demand standpoint,
February 24, 2021
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Cord-cutting is the new normal
Trend Watch: Cutting the Cord The uptrend in ‘cord cutting’ mentions seen in past years helped us cement our bearish outlook for companies Dish Network
February 23, 2021
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Dish Network (DISH) can’t catch a break
Dish Network (DISH) We initiated a bearish alert for Dish Network (DISH) in September of 2019, citing a high number of consumers talking about getting rid of
February 23, 2021
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Is $SQ still a good bet?
Betting on Square (SQ) The chart below is incredible. Square Mention volume is rocketing, exhibiting sequential QoQ growth in nearly every quarter since we’ve been
February 23, 2021
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The Hydro Flask brand is losing virality
Helen of Troy (HELE): Hydro Flask In August of 2019, we put out a bullish alert on Helen of Troy (HELE), due to the enormous popularity of
February 22, 2021
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Home Depot is stepping up its game
Home Depot (HD) Last quarter, Home Depot posted an earnings beat driven by shoppers revamping their homes. Shares fell ~2.5% after the company cemented pandemic pay raises and
February 22, 2021
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Airbnb is still outperforming its traditional hospitality peers
Airbnb (ABNB) AirbnB is set to report earnings for the first time since it’s December 2020 IPO… How does the underlying data compare with market
February 22, 2021
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Here’s what going on with Silver…
Trend Watch: Silver Investing Recently, we’ve been tracking elevated consumer chatter surrounding precious metal investments, particularly silver. Consumer mentions of investing in Silver Futures, ETFs, and Bullion
February 19, 2021
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Consumers love live sports…and the market loves FUBO
FuboTV (FUBO) Shares of fuboTV (FUBO) are up +371% YoY. However, we think this stock could continue higher, as the underlying data reveals impressive consumer adoption:
February 19, 2021
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Bitcoin Enthusiasm Is Soaring 🚀
Major investments from the likes of Tesla (TSLA) and Microstrategy (MSTR) have helped fuel the ongoing Bitcoin (BTC-USD) bull run, but LikeFolio data shows that consumer interest is still
February 16, 2021
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Consumer demand for Walmart pickup, delivery is soaring
Walmart (WMT) Walmart reports earnings next week. Some of the data was so impressive, it justified a deep dive. We know Walmart’s eCommerce segment is
February 12, 2021
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New content is keeping Disney Plus subscribers around
Disney+ (DIS) The explosive consumer adoption of Disney Plus is undeniable. The platform boasted more than 86 million streaming subscribers in December 2020, just one year post-launch.
February 11, 2021
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Does everybody have a Roomba?
iRobot (IRBT) Last quarter, iRobot posted strong results: revenue increased +43% YoY as premium products showed strength (+86% YoY) and its direct-to-consumer channel rocketed (+155% YoY). However, shares of IRBT sold
February 10, 2021
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DoorDash is Crushing the Competition
DoorDash (DASH) We featured DASH on our January MegaTrends report, noting the company was crushing its competition. Over the weekend, the company continued to flex. DASH
February 9, 2021
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Gaming tailwinds are propelling Take-Two
Take-Two (TTWO) ake-Two reports 21Q3 earnings today after the bell. Many investors are drawing comparisons to gaming peer, Activision, whose shares spiked last week after announcing better-than-expected results and
February 8, 2021
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Amazon’s story is impressive, but our eyes are on Target
Amazon (AMZN), Target (TGT) Amazon just delivered a +$100 billion dollar quarter. And this shocked no one. Market reaction was fairly muted as the news
February 5, 2021
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Pinterest is a beast
Pinterest (PINS) Pinterest recorded enormous growth in 2020: shares rocketed and so did user adoption. Honestly, we’ve lost count of how many bullish notes we’ve put out for
February 4, 2021
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PayPal Crypto Mentions are Booming
PayPal (PYPL) Last quarter, PayPal recorded the strongest growth in Total Payment Volume (+38% YoY) and Revenue (+25% YoY) in the company’s history. It introduced an interest-free “buy now pay later” service,
February 3, 2021
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Spotify shares are powering up into earnings
Spotify (SPOT) Spotify shares have gained more than +8% since Monday’s open, exhibiting strength into earnings alongside a general market recovery. LikeFolio data suggests investors
February 2, 2021
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Consumer shipping demand is normalizing…
United Parcel Service (UPS) After two quarters of explosive demand growth, UPS Purchase Intent mentions are normalizing. Consumer mentions of sending or receiving a package
February 1, 2021
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DOGE is no joke…right?
GameStop…and Dogecoin The saga of the GameStop (GME) squeeze has captivated the American consciousness. GameStop’s total mention volume surpassed 148,000 yesterday, bringing the average up to ~48,500 in
January 29, 2021
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Are we still Bullish on Best Buy?
Best Buy (BBY) In December, we issued a Bullish Opportunity Alert for Best Buy because of surging consumer demand, driven by YoY strength across multiple product categories including Gaming (+716%), Computers (+46%), TVs (+35%)
January 28, 2021
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New traders are flexing…
Trend Watch: Learning to Trade Over the past year, LikeFolio trend data has shown a massive increase in the number of consumers talking about learning to trade. Looking
January 28, 2021
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Apple service growth is accelerating
Apple (AAPL) Investor expectations are extremely high ahead of AAPL’s 21Q1 report, fueled by speculation of iPhone sales strength. LikeFolio has noted elevated demand for the higher end iPhone
January 27, 2021
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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
January 26, 2021
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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
January 25, 2021
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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%
January 22, 2021
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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
January 21, 2021
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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.
January 20, 2021
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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
January 19, 2021
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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%
December 28, 2020
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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
December 7, 2020
Education
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
August 17, 2020
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Twitter Releases Likefolio Case Study
Twitter added Likefolio to their list of success stories this week with the release of their new case study, “LikeFolio uses Twitter data to gain unique
August 12, 2020
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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
March 18, 2019
Education
AAPL Earnings Preview
AAPL reports earnings tonight after the bell, and that has all eyes on LikeFolio Earnings Prediction data. That’s because our bearish call on AAPL at
January 29, 2019
