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

Dear Peloton: We're Not Mad, We're Just Disappointed...

November 4, 2021

Dear Peloton: We're Not Mad, We're Just Disappointed...

As a team of Peloton bike enthusiasts, this is a tough pill to swallow. After all, this company created the only form of cardio exercise we can all actually agree upon... But LikeFolio data makes us worried for the stock. Why? First: Major Consumer Trends that were working in Peloton's favor are reverting to the norm.

Consumer mentions of working out at home have dropped -45% YoY, essentially completely normalized to pre-Covid levels. Translation: the "stickiness" of virtual workouts is evaporating. Second: Peloton users are less engaged.

Consumer mentions of taking a Peloton class have dropped by 14% YoY, and show signs of stagnation. Last quarter, Peloton reported the number of average monthly workouts per subscriber fell to 19.9 from 24.7. And data doesn't suggest a re-energized userbase. Third: A bike price drop isn't materially moving the needle. Peloton dropped the price of its bike by $400 last quarter in hopes to undercut the competition and increase unit sales. LikeFolio Purchase Intent data does not reflect a major surge in new machine purchases. In fact, overall demand has decreased by -51% in the quarter being reported.

Related Posts

Peloton is riding high

Peloton (PTON) Last quarter, Peloton crushed estimates: sales grew 172% and […]

Read More
Covid Vaccine: Winners & Losers

Trend Watch -- Looking Ahead We knew this day would […]

Read More
Are AirPods at Max Volume?

Apple ($AAPL) Apple announced and released its AirPods Max for […]

Read More
1 2 3 7

Related Posts

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