We knew this day would come. Pfizer announced successful vaccine trial results today, and the market reacted powerfully to the news.
Many previous quarantine winners are getting a haircut (ZM, PTON, NLS), and others are showing signs of market optimism (PLNT, airlines, cruise lines).
At LikeFolio, we're not just monitoring consumer demand within these companies. We're monitoring behavior shifts at the macro-trend level. We know many behaviors are likely to shift back to "normal" as virus fears subside. However, other behavior changes are more permanent.
Here are some trends on our watchlist, and how they've fared in the last quarter.
It will be critical to watch how the needle moves for behaviors displayed on chart above. When we see meaningful shifts, LikeFolio clients will be the first to know.