LikeFolio Bets Against Altria
"Don't be a maybe" was the tagline of the classic ad by Philip Morris' Marlboro brand. LikeFolio, the social data analysis firm that called the bottom in Chipotle (NYSE:CMG) last month, isn't a maybe on Philip Morris USA's parent company Altria (NYSE:MO), it's a no. Before we elaborate, a quick reminder: we know the founders of LikeFolio, but have no financial relationship with the company.
In their latest SoundCloud (Private:SOUND)1 podcast (Are Altria Consumers Burned Out?), the LikeFolio team mentioned that the same social data that was bullish on Chipotle last month is now bearish on Altria. These were the specific metrics:
