Latest ideas and analyses related to pandemic spending

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CPB , CLX , KMB , SMPL , BRBR , HSY , MO , MNST , STZ

+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
US Macro

+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
AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+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
AAPL

+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
AAPL

+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
AMZN

+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
LULU

+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
LULU

+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
HD , LOW , TSCO

+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
NFLX

+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
W

+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
RH , W , WSM

+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
Retail , eCommerce

+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
SHOP , FB , GOOGL , ADBE , Retail , eCommerce

+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
SHOP

+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
Restaurants

+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
Food & Drinks

+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
AMZN

+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
Housing , Restaurants , Retail , eCommerce

+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
AAPL

+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