- Confused about a stock move?
- Looking for specific data points?
- Want to bounce an idea off someone?
Ask the gurus!
Please limit your question to one subject.
Please ensure you tag the $stock$ and/or {stock group}, as well as the relevant #reasons# or #drivers# as part of your question. This will help properly direct your question to the correct gurus on the subject matter.
Your name will not be visible to other users when you ask a question.
Tell us three stocks you care about
This will prioritize news and posts related to stocks that interest you.
Press "$" key and start typing the ticker or company name to select your stock.
Select a nickname which will be public. If left empty the username will be shown instead.
Must contain:
at least 8 characters
an uppercase letter
a lowercase letter
a number
a special character (! @ _ # $ % ^ & * ?)
passwords match
This will not be visible to the public
but visible to other members. Check box below if you prefer to keep this private. Check here to keep your first name private.
This will not be visible to the public
but visible to other members. Check box below if you prefer to keep this private. Check here to keep your last name private.
This will not be visible to the public or members.
Validate your email
Check your email to validate your login, and then you can begin to use the platform.
Latest ideas and analyses related to pandemic spending
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
$AAPL - Morgan Stanley says the strong Q2 may not eliminate demand pull-forward concerns, but de-risks F'22 estimates, believes demand will be stronger for longer
$AMZN - Morgan Stanley data shows online grocery adoption has doubled since 2019 with delivery used more than pickup, and Amazon one of biggest winners
$W - Canaccord lowers Q1 estimates on tough comps, but raises profit estimates for F21 and beyond as company 'unlocks structural gains', keeps target at $350
Raymond James says preliminary data show in-store traffic down 52% for Black Friday, but online sales growth tracking in line with heightened expectations
Latest ideas and analyses related to pandemic spending
+33 pts
Private label: it is early, but we are calling it a comeback
By ethonomics on April 6, 2022, 4:23 p.m.
Tagged topics: private label , pandemic spending , discretionary spending
Views: 12, Votes: 2, Responses: 0, Attachments: 1
+32 pts
Goldman expects drivers of recent price spikes (demand, semi shortage, labor shortage) to diminish over the next few quarters, but not commodities
By phenphen on June 14, 2021, 1:13 p.m.
Tagged topics: price increase , post-COVID , pandemic spending , Goldman Sachs , semi shortage , inflation fears , labor shortage
Views: 169, Votes: 2, Responses: 0, Attachments: 8
+32 pts
JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)
By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods
Views: 207, Votes: 2, Responses: 0, Attachments: 106
+32 pts
$AAPL - Morgan Stanley says the strong Q2 may not eliminate demand pull-forward concerns, but de-risks F'22 estimates, believes demand will be stronger for longer
By mooreideas on April 29, 2021, 11:44 a.m.
Tagged topics: alleviate concerns , earnings results , pandemic spending , big tech , analyst raises target , beat and raise , tough comps , Morgan Stanley , strong demand
Views: 183, Votes: 2, Responses: 0, Attachments: 6
+32 pts
$AAPL - Goldman admits to being wrong on Sell rating, upgrades Apple to Neutral after Q2 'materially beats in all segments'
By mooreideas on April 29, 2021, 11:31 a.m.
Tagged topics: valuations , buybacks , pandemic spending , big tech , analyst upgrade , beat and raise , Goldman Sachs , wrong call
Views: 175, Votes: 1, Responses: 0, Attachments: 9
+33 pts
$AMZN - Morgan Stanley data shows online grocery adoption has doubled since 2019 with delivery used more than pickup, and Amazon one of biggest winners
By mooreideas on April 27, 2021, 12:38 p.m.
Tagged topics: TAM expansion , eCommerce , post-COVID , pandemic spending , big tech , online grocery shopping , Morgan Stanley
Views: 225, Votes: 2, Responses: 0, Attachments: 9
+5 pts
Nice
By beat_the_street on March 25, 2021, 10:19 a.m.
Tagged topics: athletic apparel , eCommerce , post-COVID , earnings preview , pandemic spending , MIRROR , economic recovery , Telsey , athleisure
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+38 pts
$LULU - Telsey sees potential for even greater growth as the economy recovers
By puckerman17 on March 24, 2021, 1:18 p.m.
Tagged topics: athletic apparel , eCommerce , post-COVID , earnings preview , pandemic spending , MIRROR , economic recovery , Telsey , athleisure
Views: 203, Votes: 2, Responses: 1, Attachments: 3
+30 pts
$HD, $LOW - RayJay in-store checks indicate modest promotional activities, suggest ongoing tailwind for gross margins
By junkfoodlover on March 24, 2021, 10:52 a.m.
Tagged topics: analyst checks , margin improvement , home improvement , pandemic spending , pandemic trends , Raymond James , promotional activities , fewer discounts
Views: 179, Votes: 1, Responses: 0, Attachments: 3
+65 pts
$NFLX - JP Morgan data shows daily active user growth moderating as COVID demand tapers, price increases, and free trials end
By puckerman17 on March 10, 2021, 9:38 a.m.
Tagged topics: analyst checks , streaming , DAU , active users , post-COVID , pandemic spending , JP Morgan
Views: 172, Votes: 3, Responses: 0, Attachments: 14
+67 pts
$W - Canaccord lowers Q1 estimates on tough comps, but raises profit estimates for F21 and beyond as company 'unlocks structural gains', keeps target at $350
By josiebe on Feb. 25, 2021, 12:59 p.m.
Tagged topics: earnings results , eCommerce , pandemic spending , tough comps , Canaccord Genuity
Views: 156, Votes: 2, Responses: 0, Attachments: 5
+35 pts
Barclays data shows as COVID surges, consumers are spending more on home categories than apparel, and more in the suburbs than metro regions
By cassie on Jan. 16, 2021, 2:09 p.m.
Tagged topics: analyst checks , urban exodus , pandemic spending , Barclays
Views: 143, Votes: 1, Responses: 0, Attachments: 5
+30 pts
Goldman analyses show smaller crowds, tight inventory, and lower promotions year over year
By phenphen on Nov. 30, 2020, 10:39 a.m.
Tagged topics: Black Friday , pandemic spending , brick and mortar
Views: 122, Votes: 1, Responses: 0, Attachments: 18
+32 pts
Raymond James says preliminary data show in-store traffic down 52% for Black Friday, but online sales growth tracking in line with heightened expectations
By ethonomics on Nov. 30, 2020, 10:20 a.m.
Tagged topics: Black Friday , retail sales , pandemic spending
Views: 102, Votes: 2, Responses: 0, Attachments: 2
+30 pts
$SHOP - Jefferies sees strong holiday season and into 2021 for Shopify after hosting virtual investor meetings with management
By puckerman17 on Nov. 25, 2020, 1:25 a.m.
Tagged topics: management commentary , analyst checks , NDRs , pandemic spending
Views: 124, Votes: 1, Responses: 0, Attachments: 1
+35 pts
Barclays says restaurants apps have maintained ~95% of their pandemic peak monthly active users, forming a solid foundation for future growth
By mooreideas on Nov. 24, 2020, 6:26 p.m.
Tagged topics: MAU , app downloads , eCommerce , pandemic spending
Views: 101, Votes: 1, Responses: 0, Attachments: 5
+30 pts
JP Morgan says sales of food/drinks reaccelerating as the US deals with surge in COVID cases
By ethonomics on Nov. 24, 2020, 11 a.m.
Tagged topics: analyst checks , COVID-19 , pandemic spending
Views: 97, Votes: 1, Responses: 0, Attachments: 10
+31 pts
$AMZN - Jefferies data shows 60% of consumers will continue to spend more online after pandemic, Amazon still biggest beneficiary
By phenphen on Oct. 27, 2020, 9:27 a.m.
Tagged topics: analyst checks , COVID-19 , pandemic spending
Views: 93, Votes: 1, Responses: 0, Attachments: 5
+32 pts
Goldman data show slower return to office, declining urban rents, and decline in seated dining as case counts rise and temperatures cool
By ethonomics on Oct. 21, 2020, 11:06 a.m.
Tagged topics: analyst checks , reopening , pandemic spending
Views: 142, Votes: 1, Responses: 0, Attachments: 19
+30 pts
$AAPL - RBC expects Fitness+ launch could add $3bn revenue by 2022
By bbern3 on Oct. 12, 2020, 5:14 p.m.
Tagged topics: service revenue growth , Fitness+ , pandemic spending
Views: 102, Votes: 1, Responses: 0, Attachments: 7