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
Get targeted insights into industry trends with our quarterly sector reports, so you can predict the future and stay a step ahead.
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 real-time focus group keeping you connected to consumers and giving you a critical edge over your competition.
Learn More
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

Sneak Peek: Early Holiday Shopping Leaders are Emerging

November 17, 2021

Eyes are already on retailers ahead of this Holiday shopping season as the market anticipates which retailers have fallen into and out of favor with consumers.

At LikeFolio, we've got our eyes on 2 key indicators to understand which companies stand to gain...or lose:

First: Understand the major macro-level consumer behavior shifts in the last quarter.

When it comes to holiday shopping, three trends caught our eye:

Consumer Mentions of experiencing Delivery Delays: +49% QoQ


Consumers are very aware of potential timing issues with online orders and anything coming in from overseas, and they're adjusting accordingly. Many are placing orders early to ensure proper delivery. This is in line with a theme that emerged in 2020 when consumers began Holiday shopping well before traditional Black Friday sales. In addition, same-day fulfillment offerings including delivery or buy-online-pickup-in-store are likely to resonate with consumers.

  • Mobile Shopping Mentions: +26% QoQ
    We touched on this earlier this week when we previewed Walmart earnings. Companies with robust mobile shopping experiences are positioned to thrive this Holiday season.
  • Mall Shopping Visits: -17% QoQ
    Data isn't recording a huge resurgence in the total number of visits consumers are making to malls, specifically. However, trends reported by retailers like Home Depot and Target (and also reflected in external research) indicate when consumers are shopping, they're spending more. I.e. lower traffic, higher average ticket...and this ultimately IS driving sales higher on a YoY basis.

Second: Understand how retailers are performing vs. peers.

We use an outlier grid to plot company demand growth vs. consumer happiness levels. This gives us an idea of which retailers are gaining near-term momentum when it comes to purchasing behavior and overall experience.


The chart above illustrates how major "mall" retailers are faring, comparatively. Note momentum from Build-A-Bear (BBW) and Macy's (M) specifically, on the far right of the chart. Meanwhile, Bath & Body Works (BBWI), American Eagle Outfitters (AEO), and Lululemon (LULU) are sustaining the highest levels of Consumer Happiness. In contrast, Victoria's Secret (VSCO) is falling behind all peers in demand growth and most peers in happiness. Keep an eye on retailer positioning in the next few weeks as consumers continue to shop for the Holiday season. For now, some surprising leaders are emerging.

Related Posts

Holiday shopping kicks off strong for Walmart, Target

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

Read More
Snacking is driving demand for Frito-Lay ($PEP)

PepsiCo (PEP) The quarantine 15 didn't materialize out of thin […]

Read More
Mall Shopping Showing Signs of Improvement

Mall Shopping Showing Signs of Improvement One re-opening trend that […]

Read More

Related Posts

Related Reports

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

©2022 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartchart-barsselect