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
September 22, 2023
Is Unity the next Snapchat?

Remember when Snapchat unrolled a massive redesign in 2018, and […]

Read More

Shopify's Dominance Is Growing

February 16, 2021

In early December, we crowned Shopify the Holiday Shopping winner (based on this data) in a special MegaTrends report to LikeFolio clients.

Clients are already reaping gains: shares have gained +36% in value since then.

Shopify will release 20Q4 results Feb. 17 before the bell.

LikeFolio data shows Shopify demand is holding at extremely high levels, and recurring usage mentions are accelerating (Shop Pay).

  • Shopify Purchase Intent mentions increased +120% YoY in 20Q4. This is a slight deceleration vs. Q2 and Q3, but makes sense due to Covid-onboarding spark.
  • Transaction mentions are strong indicator of continued (and accelerated) adoption of payment services -- mentions of consumers using Shopify Pay increased +163% YoY and just capped off a record high Holiday Season.
  • Consumer Happiness is extremely high, 84% positive -- and actually improved during massive adoption spark. Pretty remarkable

Last quarter, Shopify shares fell ~15% in three trading sessions post-earnings release, despite a significant beat. Some attributed this to management's caution on monthly recurring revenue growth rate, and others suggested broad market factors played a role (wrong week to report).

Data supports robust adoption. We are remaining Bullish long-term as Shopify continues to expand its eCommerce prowess.

Related Posts

iPhone 12 update: Is demand waning?

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

Read More
Holiday shopping kicks off strong for Walmart, Target

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

Read More
Lululemon eCommerce mentions are booming after a strong Holiday season

Lululemon (LULU) As we prepped this chart for send today […]

Read More
1 2 3 6

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