Breaks Categories: Analyst Alerts

FridaySep 11, 2020 12:28 pm

NetworkNewsBreaks – Analysis Report Details Consumer Trends in Gaming

A recent analysis report provided insight into consumer macro trends in the gaming sector. The report, written by LikeFolio Founder Andy Swan, reads, “First-time gaming mentions increased 170% in the past 30 days vs. prior year. These remain significantly elevated since peaking in March. Generic gaming mentions surged from March-May, and are now normalizing slightly higher YoY: +4%. This is an ENORMOUS shift and behavior adoption spark...that seems to be sticking. And it can absolutely be expected to ripple into other industries. Take a look at the Purchase Intent growth in the last 30 days vs. prior year for companies…

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FridaySep 11, 2020 9:50 am

NetworkNewsBreaks – Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) Featured in Mizuho Securities Research Report

Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) was featured in a recent equity research report published by Mizuho Securities USA LLC. The report reads, “We are downgrading STSA shares to Neutral (from Buy) and lowering our price target (‘PT’) to $4 (from $32) following the disappointing top-line results from STS101, their intranasal dihydroergotamine (‘DHE’) in development for the acute treatment of migraine headaches. We spoke to management following the data release and, while they are still digesting the data and evaluating their options going forward, we see limited reasons for optimism and move to the sidelines on the stock.” To request access…

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ThursdaySep 10, 2020 1:18 pm

NetworkNewsBreaks – Macy’s, Inc. (NYSE: M) Featured in Analysis Report

Macy’s (NYSE: M) was featured in a recent analysis report highlighting the retailer ahead of its recently reported second quarter 2020 results (http://nnw.fm/ha4vb). The report, written by LikeFolio Founder Andy Swan, reads, “As ZM's report yesterday highlighted, changing quarantine behavior can create some big winners. But it can also highlight companies on the wrong side of the shift. cc: Macy's. After a brief digital bump in 20Q2, Purchase Intent in 20Q3 (1 month in) is pacing -7% YoY. Consumer happiness is dropping. From March to mid-June, sentiment fell 25 points. It is now setting in 12 points below March levels.”…

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ThursdaySep 10, 2020 12:52 pm

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

Zoom Video Communications (NASDAQ: ZM) was featured in a recent analysis report that detailed the company’s standing ahead of its recently released financial results for the quarter ended July 31, 2020. The report, written by LikeFolio Founder Andy Swan, reads, “Talk about being in the right place at the right time. Consumer demand and adoption of Zoom's video conferencing platform boomed during quarantine as consumers sought ways to stay connected socially and at work/school. Purchase Intent in 21Q2 was down 31% QoQ, but increased exponentially YoY. Download and usage mentions in 21Q3 reveals a seasonal uptick as students return to…

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ThursdaySep 10, 2020 10:16 am

NetworkNewsBreaks – Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) Featured in Mizuho Securities Research Report

Satsuma Pharmaceuticals, Inc. (NASDAQ: STSA) was featured in a recent equity research report published by Mizuho Securities USA LLC. The report reads, “Satsuma reported surprisingly negative results from the pivotal EMERGE efficacy trial for STS101 in the acute treatment of migraines. From the brief press release, it appears that neither dose of STS101 showed a statistically significant benefit over placebo on the co-primary endpoints of the trial at two hours after administration. We are waiting to speak to management and for the release of the detailed data from the study, but given that STS101 is Satsuma's only product we would…

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FridaySep 04, 2020 2:13 pm

NetworkNewsBreaks – Instagram Unveils New TikTok Rival: Instagram Reels

Facebook Inc. (NASDAQ: FB) owned Instagram recently unveiled its latest offering, Instagram Reels, as a direct competitor to TikTok. The report, written by LikeFolio Founder Andy Swan, reads, “Although only 9% of U.S. internet users have used TikTok, President Trump’s executive order banning the app brought panic to TikTok's loyal fanbase. Insert: Instagram. The FB-owned app launched its own version of TikTok called Instagram Reels in early August. With similar features and user experiences, Instagram Reels stepped into the market right after Facebook announced +11% YoY earnings. With huge inborn parent traffic and perfect timing for product launch, investors wondered,…

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FridaySep 04, 2020 1:48 pm

NetworkNewsBreaks – Ulta Beauty, Inc. (NASDAQ: ULTA) Featured in Analysis Report

Ulta Beauty (NASDAQ: ULTA) was featured in an analysis report that detailed the company’s standing ahead of its recently released financial results for the second quarter and first half of 2020. The report, written by LikeFolio Founder Andy Swan, reads, “Mentions of consumers shopping at or with Ulta (in stores or online) fell 30% in the last 30 days vs. prior year. Around 80% of Ulta's revenue is derived from in-store shopping...and company-wide store closures for much of the quarter negatively impacted consumer purchasing behavior. However, Ulta's previous positioning toward skincare (vs. cosmetics) is a strategic long-term play. Last quarter,…

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FridaySep 04, 2020 1:18 pm

NetworkNewsBreaks – Dollar General Corp. (NYSE: DG) and Dollar Tree, Inc. (NASDAQ: DLTR) Featured in Analysis Report

Dollar General (NYSE: DG) and Dollar Tree (NASDAQ: DLTR) were featured in a recent analysis report discussing the increase in consumer demand for discount retailers during the quarantine. The report, written by LikeFolio Founder Andy Swan, reads, “Purchase Intent surged more than 100% for discount retailers Dollar Tree (DLTR) and Dollar General (DG) in 20Q1, and both companies beat earnings expectations handily. This quarter, the demand dust is settling. Check out the Purchase Intent and Consumer Happiness breakdown on the chart below. Consumer demand is stronger for Dollar General, boosted by its rural presence and focus on grocery, household products…

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ThursdayAug 27, 2020 10:56 am

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

Karuna Therapeutics (NASDAQ: KRTX) was featured in a recent equity research report published by Mizuho Securities USA LLC. The report reads, “We spoke with several investors as well as company management following the weakness in Karuna shares that followed the announcement that top holder PureTech (Not Covered) has obtained permission from its shareholders to sell its Karuna holdings and that it sold ~$100M worth of Karuna shares through a block trade. Based on our conversation with management and our review of the situation, we remain bullish on Karuna's outlook. We continue to see it as a Top Pick in our…

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ThursdayAug 27, 2020 9:42 am

NetworkNewsBreaks – Target Corp. (NYSE: TGT) Featured in Analysis Report

Following impressive financial results from both Walmart Inc. (NYSE: WMT) and The Home Depot Inc. (NYSE: HD), Target (NYSE: TGT) was featured in an analysis report ahead of its recently reported second quarter 2020 results (http://nnw.fm/Wg8NM). The August 18th report, written by LikeFolio Founder Andy Swan, reads, “Purchase Intent in 20Q2 increased by 13% YoY. Now, Purchase Intent has almost completely normalized. While +13% demand growth is impressive, it is important to note this is smaller than what we observed for WMT in the same quarter (+32% YoY).” About Target Minneapolis-based Target Corporation serves guests at nearly 1,900 stores and…

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