While Walt Disney Co DIS stock has dropped 20 percent over the past few months, social-data for the company's brands and products has been improving markedly.
As you can see from the charts below (taken from the LikeFolio app), Disney has seen a steady increase in both social sentiment AND social volume over the past 3-6 months:
This is a strong indication that Disney's core businesses are on the right path. Consumers not only like what they see from the company, but are talking about it more and more.
This is especially as the new Star Wars movie approaches and talk of a Star Wars theme park heats up. And, of course… we all know how much Mickey loves football season…
We love to see this kind of divergence between Wall St (stock dropping) and Main St (consumers loving company brands and products). In fact, just yesterday we issued a note on Google that was very similar to this one as that company is also seeing a significant uptrend in social data as the stock takes a dip.
— Andy Swan is the founder of LikeFolio, which searches all of Twitter for important shifts in consumer behavior around the brands owned by publicly-traded companies.
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