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
November 29, 2023
The Bar Matters $FIVE $DLTR

As a weightlifter, I've always been fascinated by the challenge […]

Read More

Prime Day: Can Amazon keep besting its own records?

June 21, 2021

Prime Day: Can Amazon keep besting its own records?

Amazon changed the game.
A decade ago, the thought of having household items delivered in 2 days to your front porch was groundbreaking. But now it's the norm.
From a trend perspective, two-day delivery is now considered "slow". You can see the drop-off in mentions vs. 2 years ago (-36%). In contrast, same-day delivery is recording the most significant growth: +48% vs. 2019.

We've seen this reflected in recent success with Target and Walmart same-day services that also feature curbside pickup...an area where Amazon now has a disadvantage.
That's not the only area where Amazon is lagging -- mentions of an Amazon package being late, or taking longer than desired for delivery have increased +20% since 2019. This drag on Sentiment was evident during the most recent holiday season, where Consumer Happiness sank lower than 55% positive. While sentiment has rebounded, continued mentions of long shipping times highlight an area of potential improvement for Amazon.
On the flip side, Amazon is doing well expanding its company purpose.

On the brand breakdown, you can see growth in AWS, Amazon-branded essential items, and video game streaming service Twitch.
Long-term, we've got our eye on the anti-Amazon: Shopify. You can see where Shopify sits in the eyes of consumers on the outlier grid below.

While boasting a much smaller mention volume, Shopify's growth and happiness are significantly outpacing its eCommerce peer. LikeFolio mentions of using Shop Pay are currently pacing +58% YoY.
So, it's clear Amazon has integrated itself into the daily lives of consumers. But its relevance isn't guaranteed to hold at these levels. We're watching very closely as competent competition builds...and will be especially interested to see how today's Prime Day event plays out. Amazon has more than 200 million Prime subscribers, 50 million more than early 2020.
Company-wide Purchase Intent mentions were already near ~70% of yesterday's total volume by 11 a.m. Expect an update on Amazon as well as other retailers like $WMT, $TGT, and even $BBY to see how things shake out in the next few days.

Related Posts

Roku Earnings: What LikeFolio Data Is Telling Us

Roku makes streaming devices that allow its customers to stream […]

Read More
You down with DTC? (ya you know me!)

Nike reported an awesome quarter Tuesday evening.  The stock is […]

Read More
iPhone 12 update: Is demand waning?

Apple (AAPL) iPhone 12 Update Apple delayed (and then staggered) the release of […]

Read More
1 2 3 11

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

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