Stock Intelligence Quickfire: January-2024

In the January quickfire, we highlight…

A softer market for AAPL’s iPhone 15
Auto marketplace traffic rebuilding, share consolidating in favor of KMX
Hard landing for softlines, fast fashion under pressure
Temu (PDD) share of global marketplaces surges in December
COIN benefiting from renewed interest in BTC
Enterprise seat contraction likely to keep 2024 SaaS guides soft
JetBlue/Spirit (JBLU/SAVE) merger called off in difficult demand environment
TSLA’s Cybertruck driving conversions
Netflix (NFLX) winning showdown vs Disney+ (DIS) in major markets
InVision shuts down as design landscape shifts

Jeremy Scott is the Director of Research for Similarweb’s Investor Solutions. Prior to Similarweb, Jeremy was a Director and Senior Research Analyst at Mizuho covering Food, Restaurants & Delivery. He has worked in similar roles at CLSA and Morgan Stanley. Jeremy brings nearly a decade of sell-side experience to Similarweb and specializes in building robust predictive models for complex industries in order to generate investment opportunities for clients. He is a graduate of Lafayette College and a CFA charter holder.