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
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
Latest Resource
November 29, 2023
The Bar Matters $FIVE $DLTR

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

Read More

Roblox's Unique Game Model is Paying Off

July 7, 2021

Roblox's Unique Game Model is Paying Off

The gaming sector boomed in 2020, valued at $117.8 billion, +23% YoY growth

LikeFolio closely tracked key names in the industry, picking up on massive consumer tailwinds last Spring

Not only were gamers gaming more, but new gamers were coming to the table.

First-time gaming mentions are still +77% higher vs. 2019.

But overall gaming mentions are normalizing as the world reopens: -10% vs. 2019.

The key question: can the influx of new gamers outweigh the drop in gaming frequency?

LikeFolio data suggests these trends are impacting companies differently.

Roblox is a clear long-term winner of gaming trends: RBLX Demand is +155% higher vs. 2019.

We featured Roblox on our May "Early Reopening Outliers" report because of its unique de-centralized model, explosive growth, and relative outperformance vs. peers.

And boy were we right. Shares closed +21% higher the trading day following its first report as a publicly-traded company.

We doubled down on our bullish outlook a week later, and shares traded as much as +33% higher.

Aside from Roblox, ATVI is outperforming TTWO, bolstered by success with its Call of Duty franchise.

ATVI also has the highest levels of consumer happiness in the space, at 66% positive.

However, all names in this space are experiencing some Summer-induced weakness as entertainment options open up.

Keep an eye on these gaming players in the next month to see if any major shifts in demand play out ahead of earnings.

Related Posts

Holiday shopping kicks off strong for Walmart, Target

Retail EPS: Walmart (WMT), Target (TGT) Consumer behavior shifts during […]

Read More
Call of Duty consumer demand propels Activision above peers

Activision Blizzard (ATVI), Take-Two Interactive (TTWO) Gaming is gaining steam […]

Read More
Amazon's story is impressive, but our eyes are on Target

Amazon (AMZN), Target (TGT) Amazon just delivered a +$100 billion […]

Read More
1 2 3 7

Related Posts


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