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New Coverage Additions: $DIN $DNUT $LZB $NGVC $LVLU

March 2, 2023

13 new companies were officially added to the LikeFolio coverage universe over the month of February.

Here are a few noted standouts from the bunch…

Dine Brands (DIN)

IHOP and Applebee's are the most well-known under DIN’s umbrella.

With that said, mention volume is stout and rising YoY (+5%), slightly outperforming peers like EAT (Chili's), and DRI (Olive Garden).

Krispy Kreme (DNUT) 

The company is buzzing on news it will expand a test with McDonald's to sell three flavors of Donuts in select MCD locations, starting March 21.

We'll be watching to see if this partnership can help inject new life into this brand.

Buzz is already creeping higher…+7% YoY.

La-Z-Boy (LZB)

Shares popped +14% higher over the last week after the LZB posted a solid earnings report driven by increasing consumer appetite for "comfortable custom furniture with quick delivery" and perhaps more importantly, improved execution on the production side allowing the company to work through backorders.

Mentions were rising ahead of last week’s report.

Natural Grocers (NGVC)

A divergence opportunity may be brewing in NGVC as mention growth outpaces near-term stock improvements.

Natural Grocers is often compared to Trader Joe's but operates on a much smaller scale with 166 stores across the company specializing in organic and often local produce.

Mentions and Purchase Intent mentions have climbed by double digits on a YoY basis as the chain expands locations.

Lulu's (LVLU)

Lulu’s -- not to be confused with Lululemon -- is an eCommerce-based fashion retailer for women, offering "on-trend" items at affordable prices. Problem is, the brand appears to be puttering out, at least in the eyes of consumers.

Mentions have slipped by nearly -40% on a YoY basis as the company struggles with inefficient operations. We're not betting on this long shot just yet.

Members can now follow these names in real-time, along with the rest of the nearly 500 covered companies on LikeFolio’s dashboard.

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