Opportunity Alert: Stanley's Pain Is One Competitor's Gain (Buy This Stock Today) By Andy Swan Long lines in the dead of night outside Target... fights erupting over merchandise...
No, it's not the Cabbage Patch Doll craze of the '80s or the Popeyes chicken sandwich fad of 2019. It's the Stanley cup collaboration with Starbucks of 2024. The Stanley brand is a perfect case study in the power of social media.
It took over 100 years for the brand to catch fire – but once social media ignited the flame in 2019, the company's annual sales exploded nearly ten-fold from $70 million to $750 million in 2023.
As quickly as social media "made" Stanley, however, it's now threatening to "break" Stanley, over fears of the ubiquitous quenchers containing lead.
Concerns about lead in Stanley cups were first brought to light in March 2023 by a lead advisory blog named "Lead Safe Mama."
The issue gained more traction in August 2023 when a TikTok user, Mils (@m1l522), posted a video showing a lead test kit indicating the presence of lead on the bottom center of a Stanley cup purchased for her three-year-old. Stanley maintains that their products are FDA tested and approved, with all contact surfaces being safe and BPS/BPA-free – but recent searches show consumers are not convinced. To be clear, unless the cup is damaged, you're probably fine. We're not telling you this to scare you.
We're telling you this because the damage done to the Stanley brand might be irreparable... and that's creating a lucrative opportunity that you can invest in today.
LikeFolio metrics point to YETI Holdings (YETI) capitalizing on Stanley's pain. Consumer interest and sentiment for the Stanley alternative is surging, enough to drive YETI's Social Heat Score to a bullish 70. With LikeFolio data strengthening around YETI ahead of its February 15, 2024, earnings call, the time for taking a bullish position is now.
Access this time-sensitive YETI trade alert for our full analysis, including the consumer insights driving our bullish outlook... Access full alert now Until next time, |
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