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
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 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
Resources
Latest Resource
March 27, 2024
Is HD Overbought?

Last quarter Home Depot (HD) cleared a low bar, besting […]

Read More

Are you part of the candle cult?

December 29, 2022

A handful of companies in the LikeFolio universe have a cult-like following.

We identify these when users are so loyal they’re practically addicted to products and services a company, and more importantly, when this translates to a consistently high sentiment score.

(Thinks 75% positive or higher.)

You can see some of these classics below, many of which we’ve featured previously like Celsius energy drinks, Chewy’s eCommerce platform, and On running shoes.

But a new one caught our eye this holiday season: Bath and Body Works (BBWI).

The company famous for making sure everything smells good (thanks to its 3-wick candles, body lotions, and wall flowers) is on a roll.

Last quarter Bath and Body Works posted Q3 results that shocked investors, handily beating Wall Street estimates for earnings and revenue and sending shares +20% higher and capping off its best trading day since 2020.

Sales were driven, not shockingly, by loyal customers.

The company noted, “Our nationwide launch of our loyalty program has been a great success. We achieved industry-leading speed in customer adoption in our program with over 21 million members enrolled to-date. Loyalty members now make up more than a third of our overall customer base and loyalty sales represent about two-thirds of our total U.S. sales since launch.”

And according to LikeFolio data, these loyal members made it rain in the month of December.

BBWI consumer demand is up +21% YoY and up more than 100% QoQ during a strong holiday showing, especially among in-store shoppers.

But digital demand remains strong, too. Bath and Body Works web page views increased by +3% YoY this quarter.

In fact, Bath and Body Works mentions triggered our internal spike detector the day after Christmas as customers scrambled to scoop up their favorite products at a discounted price in the company’s semi-annual sale.

BBWI will report on its holiday turnout after it caps off its 4th quarter (ending Jan. 28) – but current metrics are trending for another solid performance.

If the company can continue its solid streak of high customer happiness, it may be a nice long-term bet for investors.

Related Posts

L-Brands Split: The New Company (VSCO)

L-Brands Split: The New Company (VSCO) Earlier this week, L […]

Read More

Related Posts

Related Reports

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

© 2024
 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartselect