How Jennifer Aniston’s LolaVie brand grew sales 40% with CTV ads
The DTC beauty category is crowded. To break through, Jennifer Aniston’s brand LolaVie, worked with Roku Ads Manager to easily set up, test, and optimize CTV ad creatives. The campaign helped drive a big lift in sales and customer growth, helping LolaVie break through in the crowded beauty category.
HIGHER ODDS
Next Month Return Betas to PMI Composite Scores, Offside Capital
Yesterday’s PMI work gave me the industries.
Today I went looking for the stocks that are most likely to rally from this information.
After running some tests, a model narrowed 18 manufacturing industries down to a handful showing the largest momentum in a composite PMI score.
Three stood out:
Wood Products
Furniture
Food Items
They now rank among the four fastest-improving industries in the entire cyclical economy.
Simply put,
We’re not looking for the best performing industries where most of the growth is already priced in.
Rather, I’m hunting for ideas within the industries that improved the fastest in a troughing real economy.
Historically, that change in improvement momentum has led to positive one-month returns for these industries and their stocks.
I took these signals and started screening for individual companies this weekend.
Tests left me with eight high-potential stocks worthy of a watchlist addition.
But this is where things get much more interesting…
Analysts already expect to see double-digit EPS growth in these supposed “beaten down” industries.
Meanwhile, the price action is far from reflecting these growth prospects.
That disconnect is exactly where the most aggressive swing in price is found.
Let’s get into it,
Watchlist update: The stocks behind the next rotation.
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