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
December 8, 2023
The Hottest Stocks Under the Tree

Holiday shopping is in full swing. If you haven’t started […]

Read More

BIG earnings wins on NFLX and SBUX

May 12, 2023

A month ago, Landon, Megan and I made some bold predictions.

We selected THREE companies we believed were poised for an earnings surprise. (You can rewatch the podcast here if you’re interested).

Now that we’re in the thick of things, it’s time for some due diligence.

How are those predictions playing out?

Quite handsomely.

Win -- NFLX Bearish

We kicked off the season strong with a win on our NFLX bearish trade.

Data showed us that the company was losing momentum.

With new subs and viewership flipping into the negative, we worried about Netflix’s growth.

And we were right.

Netflix missed revenue estimates ($8.16 billion vs. $8.18 billion) and kicked the can down the road to crack down on U.S. password sharing after its international subscriber growth was impacted.

Shares traded as much as -10% lower following its report.

Win -- SBUX Bearish

Starbucks inched its way into our bearish scoring band just ahead of the earnings season.

Why?

Demand momentum (among English speakers) was dropping near the end of March/early April, and sentiment was falling at an even quicker pace.

Essentially, high prices were proving a tough pill to swallow for consumers, and this phenomenon was proving persistent.

Guidance could be in trouble.

And it was. Despite posting a strong report (led by recovery in China), the company reaffirmed its guidance on the lower end.

Shares fell ~6% after hours.

ONON Bullish – Reports Next Week

The final piece of our earnings prediction trifecta, On Holdings (ONON), is set to report Tuesday, May 16 after the bell.

A month ago our signal was Bullish. Does this Bullish prediction still ring true?

Yes.

Demand growth has actually accelerated (+288%!) in the second quarter, which will cap off at the end of June.

This is a positive indicator for ONON’s forward-looking guidance.

Trend data suggests the high-end shoe maker continues to be bolstered by its luxury positioning and affluent audience.

We’re remaining Bullish ahead of earnings.

Members can watch out for more details on the Sunday Earnings Sheet.  

Related Posts

Divergence Opportunities

When social-data and stock price are moving sharply in opposite […]

Read More
5 Reasons Dunkin' Donuts is Superior to Starbucks

Dunkin' Donuts is superior to Starbucks.  There is really no […]

Read More
Consumers react to PayPal's Crypto announcement

PayPal (PYPL) Last week we touched on a huge crypto […]

Read More
1 2 3 18

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

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartselect