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Founder - CredoIQ
Oct 23, 2026
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8 min read
On Running, Salomon and HOKA were built for runners and hikers, then became fashion shoes. When On cut guidance in August, investors asked the same question of all three: is the fashion buyer leaving? TikTok gave a different answer for each brand in 2026. The market sold all three anyway.
Sep 17, 2026
7 min read
Brian Niccol said the Starbucks turnaround was ahead of schedule on October 15, 2025, with the quarter closed and results two weeks from public. Sales went from -2% to +7.9% in a year; the stock rose 31% against peers at +2%. TikTok confirmed the demand and showed where it was coming from.
Aug 17, 2026
CAKE's "Linda's Fudge Cake" went viral on TikTok this spring, and our data flagged it as the engine of a demand surge its major peers lacked. On July 28 the company beat earnings by 23%, printed its first billion-dollar quarter on traffic, and the CFO confirmed the exact dish on the call: "eating her fudge cake with your hands in the car... it drives real traffic. We can measure that." The stock more than doubled off its March low.
Aug 6, 2026
Shiseido's Tokyo shares ran 35% in five weeks on no news, no analyst actions, and a jump the press did not explain. TikTok and Instagram recorded the same demand wave in real time, and their loudest reading sits in a quarter that has not reported yet.
Jul 23, 2026
Posts about Dollar General celebrated not-spending; posts about Ross showed people buying. Dollar General comped +2%, the worst in value retail. Ross comped +17%, its best ever. The split was visible in the narratives before either company reported.
Jul 14, 2026
A squishy dumpling toy trend put Five Below's blowout quarter in TikTok data from February. On June 3, management explained the beat by describing our signal back to the Street. The stock still fell on tariffs, a risk TikTok does not measure.
Jun 30, 2026
TikTok showed Sprouts (SFM) winning on affordability and wellness while the stock sat near a 52-week low. The Q1 2026 print repriced it, +15.1% in a session and +26.6% in three weeks.
Jun 25, 2026
5 min read
Texas Roadhouse (TXRH) sat near a 52-week low on four straight misses while its TikTok views climbed 112% and view-weighted post sentiment rose 36%. The traffic-led May 7 print lifted the stock about 16%.
Jun 17, 2026
4 min read
A creator's jingle, then a Super Bowl tie-in, drove COCO's organic views up 543% in a quarter, building through January and February to a 46M-view week.
Cracker Barrel
+2
Oct 28, 2025
TikTok comments showed customers rejecting Cracker Barrel's new direction and blaming leadership months before the August logo redesign.
Equity Research
Sep 25, 2025
6 min read
A surge in paid ad spending and a viral Givenchy bracelet moment both pointed to huge Q2 momentum for Macy's, 3 months before Wall Street caught on.
Sep 10, 2025
After April's Liberation Day tariffs crushed Wayfair's stock, the company's TikTok ad blitz became an early signal of their stunning earnings comeback.
e.l.f beauty
Aug 18, 2025
A quirky TikTok lip gloss hack ignited millions of Gen Z views – and those tracking TikTok sentiment saw an e.l.f. rally coming well before Wall Street reacted.
Coinbase
Aug 11, 2025
From April to June 2025, TikTok data signaled Coinbase’s 65% rally up to 6 weeks before the price move.
