Market Overview

Walmart Rising, LinkedIn Stumbling, And Coca-Cola's Resilience...LikeFolio Top 50 Continued


The LikeFolio Top50 keeps an eye on the companies behind the brands & products that people are talking about most on Twitter.  In other words, this ranking of social volume tells us which companies are the makers of the most popular consumer brands in the world.

From #21-30 is where we see private "startups" like Spotify and Uber right next to legendary brands like Coca-Cola and Walmart.

From the LikeFolio app, here are the #21-#30 stocks in the LikeFolio top 50, ranked by number of qualified brand mentions on Twitter.

LikeFolio Top50 21-30


Breaking It Down

Of course what really stands out here is that two private (but possibly headed to IPO) companies are in the LikeFolio top 30.  That's massive brand awareness and social chatter for companies just a few years old!

But there are three interesting social-data takes among public companies in this section of the list:

The Coca-Cola Co (NYSE: KO) numbers are fairly flat.  With hundreds of brands, it seems the shifts in consumer behavior rarely effect this company.  As one brand's sales deteriorates, another picks up the slack, simply stealing shelf space and sales from its brand sibling. In fact, the data suggests that Coca-Cola may be one of the most invincible consumer companies in the world. 

Wal-Mart Stores Inc. (NYSE: WMT) has been seeing purchase intent volume and sentiment climb consistently for the past year.  In fact, the brand resurgence we talked about a few months ago has only gotten stronger!  This is great news for Walmart shareholders as we head into 2016

LinkedIn Corp (NYSE: LNKD) has the opposite story.  Declining social sentiment and a drop in purchase intent mentions.  In fact, we're starting to see more and more people talk about canceling their LinkedIn premium services— something investors should be wary about when it comes to companies that rely heavily upon subscription revenues.

These companies have very unique outlooks, and social data has proven to be an effective predictor for each.  If these trends continue through 2016, we should see once again the importance of understanding consumer-based data in a stock-picker's market.

–  LikeFolio searches all of Twitter for important shifts in consumer behavior around the brands owned by publicly-traded companies. 

The preceding article is from one of our external contributors. It does not represent the opinion of Benzinga and has not been edited.

Posted-In: Long Ideas Trading Ideas


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