Analyst Alerts Archives - Page 16 of 37

ThursdayAug 06, 2020 1:54 pm

NetworkNewsBreaks – Analysis Report Highlights Recent Developments in the Food Delivery Market

A significant new trend was featured in a recent analysis report that discussed recent shifts in consumer behavior regarding the first and third-party food delivery market. The report, written by LikeFolio Founder Andy Swan, reads, “Consumer mentions of using a third-party delivery service are up 93% year over year. 1. We think of March lockdowns as ACCELERANT for many pre-existing trends. Delivery is no exception. 2. Pizza delivery is getting left behind. Why settle for Pizza when you have the whole world of restaurants and menu choices at your fingertips? 3. Doordash is emerging as the preferred service for more…

ThursdayAug 06, 2020 1:41 pm

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

Apple (NASDAQ: AAPL) was featured in a recent analysis report that discussed the recent uptick in consumer purchase intent mentions. The report, written by LikeFolio Founder Andy Swan, reads, “AAPL Purchase Intent mentions are pacing +33% YoY, driven by increasing demand in products and services: iPad: +55%; Mac: +40%; iPhone: +25% (driven by iPhone SE sales); Apple TV: +25%. However, this quarter presents many unknowns. While consumer demand paints a positive picture, we know the most predictive event is on the horizon: September Keynote.” About Apple Inc. Apple Inc. is an American multinational technology company headquartered in Cupertino, California, that designs,…

FridayJul 31, 2020 2:25 pm

NetworkNewsBreaks – Crocs, Inc. (NASDAQ: CROX) Featured in Analysis Report

Crocs (NASDAQ: CROX), an international innovator of casual footwear for men, women, and children, was highlighted in an analysis report that discusses the high expectations for the company leading into its recent release of second quarter 2020 financial results. The report, written by LikeFolio Founder Andy Swan, reads, “Purchase Intent mentions in 20Q2 increased 84% YoY. Consumer demand is continuing to hold significantly higher (currently pacing +40% YoY) as Crocs cross generational divides and further cement their status as cool AND comfy.” About Crocs Crocs, Inc. is a world leader in innovative casual footwear for women, men, and children, combining…

FridayJul 31, 2020 1:00 pm

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

Starbucks (NASDAQ: SBUX) was featured in an analysis report detailing the company’s weak performance ahead of SBUX’s release of financial results for the 13-week fiscal third quarter ended June 28, 2020. The report, written by LikeFolio Founder Andy Swan, reads, “Starbucks had a rough last quarter. Same-store sales were down 10% YoY, and the company indicated 20Q3 could be worse. Purchase Intent mentions in 20Q3 (the quarter being reported) registered -22% below 19Q3 levels. LikeFolio data confirms decreasing consumer demand for SBUX (currently pacing -32% YoY).” About Starbucks Corp. Since 1971, Starbucks Coffee Company has been committed to ethically sourcing…

ThursdayJul 30, 2020 2:20 pm

NetworkNewsBreaks – Polaris Inc. (NYSE: PII) Featured in Analysis Report

Polaris Inc. (NYSE: PII) was featured in a recent analysis report that discussed the company’s performance amid the Covid-19 pandemic and the recent increase in purchase intent mentions during the last three months. The report, written by LikeFolio Founder Andy Swan, reads, “With 35% market share (the leading company in ATV/Snowmobile industry), Polaris has thrived over the past decade. After a mediocre 20Q1 performance with sales decreasing 6% to $1.4 billion, and a net loss of $0.09 per share, Polaris is looking to navigate through the economic uncertainty of the Covid-19 pandemic. On March 23, Polaris was forced to switch…

ThursdayJul 30, 2020 1:44 pm

NetworkNewsBreaks – Aritzia Inc. (TSX: ATZ) Featured in Analysis Report

Aritzia (TSX: ATZ) was featured in a recent analysis report that detailed the surge in online purchase intent mentions regarding the company from April-June. The report, written by LikeFolio Founder Andy Swan, reads, “Sentiment analysis reveals softness through this period of growth as many consumers expressed frustration with delivery procedures (sentiment fell -5% int he last 90 days vs. prior year). However, this tells us demand is there, and Aritzia is pivoting to meet consumers where they are: online.” About Aritzia Aritzia is an innovative design house and fashion boutique. The company conceives, creates, develops and retails fashion brands with…

ThursdayJul 30, 2020 9:32 am

NetworkNewsBreaks – Alkermes plc (NASDAQ: ALKS) Featured in Mizuho Securities Research Report

Alkermes plc (NASDAQ: ALKS) was featured in a recent equity research report published by Mizuho Securities USA LLC. The report reads, “Alkermes is the commercial-stage company in our coverage that faced some of the most pressure in 1Q20 from the COVID-19 pandemic, as sales of key products Aristada and Vivitrol (both of which need to be administered to patients by healthcare professionals) suffered and the company pulled its FY 2020 guidance. Things seem to be stabilizing now, with the company delivering 2Q20 results that beat expectations on the top and bottom line and reinstating FY 2020 guidance that brackets Consensus.…

FridayJul 24, 2020 2:58 pm

NetworkNewsBreaks – Skechers USA, Inc. (NYSE: SKX) Featured in Analysis Report

Skechers USA (NYSE: SKX) was featured in a recent analysis report that discussed the company’s performance leading into its release of financial results for the second quarter of 2020 on Thursday. The report, written by LikeFolio Founder Andy Swan, reads, “After experiencing a quarantine-related decline through May, consumer Purchase Intent mentions are ramping up. Even Elon Musk is in on the SKX memes...SKX is down ~25% YTD, and the market is anticipating some softness. Any sales surprise (or positive guidance) may be well-received by investors.” About Skechers USA Based in Manhattan Beach, California, Skechers designs, develops and markets a diverse…

FridayJul 24, 2020 2:36 pm

NetworkNewsBreaks – Chipotle Mexican Grill, Inc. (NYSE: CMG) Featured in Analysis Report

Chipotle Mexican Grill (NYSE: CMG) was featured in a recent analysis report that detailed the company’s performance leading into its recent release of financial results for the second quarter of 2020. The report, written by LikeFolio Founder Andy Swan, reads, “Last quarter, digital sales grew 81% year-over-year to $372 million...the highest ever quarterly level...and constituted ~27% of sales. This allowed CMG to report positive same-store sales growth during mounting social distancing practices. Powerful stuff. So - we've got our eyes on delivery... LikeFolio data recorded a significant increase in digital activity since March. Chipotle's digital purchase mentions increased +68% YoY…

FridayJul 24, 2020 2:06 pm

NetworkNewsBreaks – Snap Inc. (NYSE: SNAP) Featured in Analysis Report

Snap Inc. (NYSE: SNAP) was featured in a recent analysis report that examined the uptick in Snapchat usage during the first few weeks of quarantine, noting an increase of 20% in average time spent on the app in the last week of March compared to the last week of January. The report, written by LikeFolio Founder Andy Swan, reads, “LikeFolio data reveals an uptick in Purchase Intent mentions (+25%) in last week of March vs. January. Now, Purchase Intent is holding around 12% higher than January levels. However, Consumer Happiness is falling, registering near 50% positive. And it sits lower…