Breaks Categories: Analyst Alerts

FridayOct 23, 2020 2:53 pm

NetworkNewsBreaks – Apple Inc. (NASDAQ: AAPL) Featured in Analysis Report

Apple (NASDAQ: AAPL), an American multinational technology company, was featured in a recent analysis report that discussed last week’s iPhone 12 product drop. The report, written by LikeFolio Founder Andy Swan, reads, “The iPhone 12 lineup dropped on Tuesday. Here's the word on the social street: Consumers prefer iPhone 12 higher-end models. In 2019, we noted a shift to up-sells on our Pre-Order report, but the initial Keynote Demand revealed a lean toward value models. If demand preference holds for the most expensive Pro Max, it will be an extremely positive indicator for the AAPL. Consumer demand for the iPhone…

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FridayOct 23, 2020 2:40 pm

NetworkNewsBreaks – Zoom Video Communications Inc. (NASDAQ: ZM) Featured in Analysis Report

Zoom (NASDAQ: ZM), an innovative video-first unified communications provider, was featured in a recent analysis report that discussed skyrocketing consumer interest in its platform. The report, written by LikeFolio Founder Andy Swan, reads, “We're six months into lockdown and Zoom is still recording THE LARGEST INCREASE in consumer demand YoY in LikeFolio's coverage universe (+1265%)...by a landslide. 21Q3 mentions are on pace to increase +10% QoQ, +3244% YoY (more than 665,000 mentions have been recorded in the quarter already). It's safe to say this is not a flash in the pan, but rather a restructuring of the way we work.”…

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FridayOct 23, 2020 2:18 pm

NetworkNewsBreaks – Walgreens Boots Alliance Inc. (NASDAQ: WBA) Featured in Analysis Report

Walgreens (NASDAQ: WBA), a global retail and wholesale pharmacy leader, was featured in a recent analysis report that discussed reduced earnings as a result of decreased traffic to its locations. The report, written by LikeFolio Founder Andy Swan, reads, “Last quarter we warned traffic was waning at WBA locations. What happened? Fewer people going to the doctor (and needing prescriptions) negatively impacted Walgreens earnings. The stock fell ~9% after hours. Walgreens purchase intent mentions continue to slide, pacing -18% in last 30 days vs. prior year.” About Walgreens Boots Alliance Inc. Walgreens is a global leader in retail and wholesale…

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FridayOct 23, 2020 9:27 am

NetworkNewsBreaks – Delta Air Lines Inc. (NYSE: DAL) Featured in Analysis Report

Delta Air Lines (NYSE: DAL), a legacy carrier and one of the major U.S. airlines, was featured in a recent analysis report that discussed its slow recovery and increased consumer mentions for the third versus second quarters of 2020. The report, written by LikeFolio Founder Andy Swan, reads, “In 20Q3, mentions of consumers booking or flying with Delta decreased 53% YoY, but did show slight improvement QoQ, increasing 15%. This slow recovery is apparent in LikeFolio's data among airline peers, as well as TSA-reported travel numbers.” About Delta Air Lines Inc. Delta Air Lines, typically referred to as Delta, is…

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FridayOct 16, 2020 11:08 am

NetworkNewsBreaks – Netflix Inc. (NASDAQ: NFLX) Featured in Analysis Report

Netflix (NASDAQ: NFLX), a technology and media services provider and production company, was featured in a recent analysis report that discussed its recovery from recent controversial-content-related declines in sentiment. The report, written by LikeFolio Founder Andy Swan, reads, “Netflix Consumer Happiness has nearly recovered to pre-Cuties levels, evidenced by the chart below. The first dip in sentiment was promotional-related, the second a politicized and organized boycott event. Netflix has a critical Q3 earnings release later this month. Investors will be paying close attention to new user growth and retention. We'll dive into these metrics ahead of its release. But in…

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FridayOct 16, 2020 10:51 am

NetworkNewsBreaks – Levi Strauss & Co (NYSE: LEVI) Featured in Analysis Report

Levi Strauss & Co (NYSE: LEVI), a global leader in jeanswear, was featured in a recent analysis report that discussed the turning tide and recent upward trend in consumer demand for its products. The report, written by LikeFolio Founder Andy Swan, reads, “Last quarter, we said Levi denim demand wasn't building yet. And it wasn't. LEVI reported revenue -62% YoY and announced plans to cut 15% of its global workforce. Now, the tide may be turning for the iconic jean producer. LikeFolio recorded improvement in consumer demand for Levi products in 20Q3 (ending August 23). Purchase intent registered -4% YoY.…

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FridayOct 16, 2020 10:22 am

NetworkNewsBreaks – Domino’s Pizza Inc. (NYSE: DPZ) Featured in Analysis Report

Domino's (NYSE: DPZ), an American multinational pizza restaurant chain, was featured in a recent analysis report that discussed its performance as related to its peers after a quarantine-induced spike. The report, written by LikeFolio Founder Andy Swan, reads, “DPZ is teetering near all-time highs ahead of its 20Q3 earnings release . . . LikeFolio shows demand for Domino's has normalized after a substantial quarantine surge: -19% QoQ. Looking ahead, it's helpful to understand how big-picture shifts in behavior may play out for DPZ and its peers. While generic food delivery remains elevated YoY, pizza delivery has completely normalized. This is…

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ThursdayOct 15, 2020 10:37 am

NetworkNewsBreaks – Revance Therapeutics, Inc. (NASDAQ: RVNC) Featured in Mizuho Securities Research Report

Revance Therapeutics (NASDAQ: RVNC) was featured in a recent equity research report published by Mizuho Securities USA LLC. The report reads, “Revance released positive topline Phase 3 data for their neurotoxin Daxi in the treatment of cervical dystonia (CD) today. While investors remain predominantly focused on the Nov 25 FDA Action Date for Daxi in aesthetics, this morning's data confirms Daxi's ability to play a role on the therapeutics side, with CD the first of potentially multiple therapeutic indications where a longer-lasting toxin could have an important role. We reiterate our Buy rating and $32 PT on RVNC shares.” To…

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TuesdayOct 13, 2020 2:59 pm

NetworkNewsBreaks – Southwest Airlines Co. (NYSE: LUV) Featured in Analysis Report

Southwest Airlines (NYSE: LUV), the largest domestic air carrier in the United States, was featured in a recent analysis report that discussed its performance as consumers begin a slow return to air travel. The report, written by LikeFolio Founder Andy Swan, reads, “According to data published by TSA, consumers are slowly returning to the skies and traffic remains significantly lower YoY. This compare really helps you visualize the difference in air travel between 2019 and 2020. This decline in travel is represented in LikeFolio's purchase intent metrics for all four major airlines. It is helpful to examine consumer sentiment to…

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TuesdayOct 13, 2020 2:28 pm

NetworkNewsBreaks – Starbucks Corporation (NASDAQ: SBUX) Featured in Analysis Report

Starbucks (NASDAQ: SBUX), the world’s premier roaster and retailer of specialty coffee, was featured in a recent analysis report that discussed a spiking consumer demand for caffeine with lowered purchase intent mentions for Starbucks in the pandemic-induced stay-at-home environment. The report, written by LikeFolio Founder Andy Swan, reads, “Caffeine addiction is real, and consumer's thirst for the pick-up inducing ingredient has never been higher. But it looks like even that huge tailwind isn't giving Starbucks the boost it needs as more consumers are working and shopping from home instead of going out and stopping by for some joe. In fact,…

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