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

United Airlines trails peers in Consumer Demand and Sentiment

United Airlines (UAL)

When it comes to consumer Purchase Intent (mentions of booking or taking a flight), United Airlines is a laggard in the industry.

UAL Purchase Intent is pacing -67% YoY in the past quarter.

United airlines purchase intent mentions

This decline in booking/flying mentions places UAL at the back of the pack vs. airline peers.

UAL also sits in the bottom tier when it comes to Consumer Happiness. At 48% positive, United consumers are happier than Spirit and American flyers, but not as happy as Southwest and Delta flyers.

So, how do we play UAL in earnings? We know UAL isn't best of breed. And we know market expectations for earnings are low. This isn't one we'd bet on...or against for that matter. Sometimes sitting on the sideline is a smart trade.

Netflix (NFLX)

Our data generated a bearish Earnings Signal for Netflix (NFLX) ahead of yesterday's 20Q4 earnings release. Today, NFLX shares are trading +10% higher following the report… So what did we miss?
In short, International growth.
Netflix’s 20Q4 revenue managed to surpass expectations (roughly +0.2% higher), and EPS fell -14% short of estimates. However, Netflix added 8.5M new subscriptions, significantly higher than the ~6M expected for the quarter. Roughly 7.6M of those new users came from international markets, meaning the U.S. and Canada have a mere 36% of Netflix’s total subscribers. Unfortunately, we can’t account for growth in non-English-speaking regions, so we’ll need to be increasingly cognizant of NFLX’s global expansion efforts going forward.
netflix subscribers

Facebook (FB)

2 Weeks ago, we put out a bullish note for Facebook (FB), citing strong growth from Instagram’s newly revamped eCommerce features.
Consumers' adoption of these shopping features has continued to rise since then:

  • Mentions of buying an item on Instagram: +86% YoY in the past 90 days
  • Mentions of buying an item on Facebook: +18% YoY in the past 90 days.

Now the market has finally started to catch on: Facebook received a price upgrade from BMO yesterday, with the analyst mentioning eCommerce integration as a key factor. Our data suggests...

Related Posts

Divergence Opportunities

When social-data and stock price are moving sharply in opposite […]

Read More
How Snapchat's User Base Imploded Since Its IPO

Snapchat's IPO timing was...well... incredible.  They literally took the company […]

Read More
Instagram's Horizontal Scroll Results In Record Levels Of Negative Backlash

Yesterday's accidental roll out of Instagram's horizontal scrolling interface marks […]

Read More
1 2 3 18

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

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