🗓️ This Week in The Markets

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Company Specific News

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🛒 What the Haul?

Out of 356 TikTok hauls analyzed, these companies appeared the most:

  • Zara - 45 Appearances (12.6%)

  • H&M - 28 Appearances (7.9%)

  • Shein - 26 Appearances (7.3%)

  • Hollister - 18 Appearances (5.1%)

  • Lululemon - 16 Appearances (4.5%)

  • Aritzia - 14 Appearances (3.9%)

  • Ugg - 14 Appearances (3.9%)

  • Adidas - 13 Appearances (3.7%)

  • Sephora - 12 Appearances (3.4%)

  • Aerie - 12 Appearances (3.4%)

  • Victoria's Secret - 11 Appearances (3.1%)

  • Nike - 11 Appearances (3.1%)

  • Bershka - 11 Appearances (3.1%)

  • Chanel - 10 Appearances (2.8%)

  • Brandy Melville - 10 Appearances (2.8%)

  • Coach - 9 Appearances (2.5%)

  • Rhode - 9 Appearances (2.5%)

  • Target - 9 Appearances (2.5%)

  • Primark - 9 Appearances (2.5%)

  • PacSun - 8 Appearances (2.2%)

  • Dove - 8 Appearances (2.2%)

  • Eos - 8 Appearances (2.2%)

  • iPhone - 8 Appearances (2.2%)

  • New Yorker - 8 Appearances (2.2%)

  • Free People - 7 Appearances (2%)

  • Louis Vuitton - 7 Appearances (2%)

  • Alo - 7 Appearances (2%)

  • Garage - 7 Appearances (2%)

  • Stradivarius - 7 Appearances (2%)

  • Skims - 6 Appearances (1.7%)

  • YSL - 6 Appearances (1.7%)

  • Juicy Couture - 6 Appearances (1.7%)

  • Apple - 6 Appearances (1.7%)

  • American Eagle - 6 Appearances (1.7%)

  • Abercrombie - 6 Appearances (1.7%)

  • Old Navy - 6 Appearances (1.7%)

  • Gucci - 6 Appearances (1.7%)

  • Huda Beauty - 6 Appearances (1.7%)

  • Pull&Bear - 6 Appearances (1.7%)

  • Medicube - 5 Appearances (1.4%)

  • Amazon - 5 Appearances (1.4%)

  • Balenciaga - 5 Appearances (1.4%)

  • Pink - 5 Appearances (1.4%)

  • Cider - 5 Appearances (1.4%)

  • True Religion - 5 Appearances (1.4%)

  • Urban Outfitters - 5 Appearances (1.4%)

  • Charlotte Tilbury - 5 Appearances (1.4%)

Key Takeaways

  • Hollister's ($ANF ( ▲ 0.23% )) Y2K nostalgia play is working. The brand dominated this week's haul content, driven by "shojo girl" aesthetics, aggressive clearance pricing ($15 jeans, $12 tops), and "viral" items that are already sold out online.

  • Lululemon ($LULU ( ▲ 0.41% )) holds the "quality benchmark" position. Creators are actively comparing competitors against Lululemon’s fit and performance, a sign of strong brand equity that justifies premium pricing, even at $500+ hauls.

  • Aritzia ($ATZ.TSX ( ▼ 0.14% )) is winning the "affordable luxury" lane. Creators frame Aritzia as a worthwhile "splurge" while simultaneously hunting for sale finds.

  • Victoria’s Secret ($VSCO ( ▼ 1.6% )) has notably been replaced by Adidas ($ADDYY ( ▼ 1.01% )) in the Top 10 this week, as the lingerie giant slows down in haul prevalence.

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🤖 This Week in AI

  • OpenAI is reportedly testing ads in ChatGPT and opening up the previously India-only $8/month ChatGPT Go subscription to everyone.

  • Anthropic released a handful of health integrations, including Apple Health, Function Health, Health Connect, and HealthEx. This will allow users to chat with Claude about their medical history and overall health.

  • Elon Musk is seeking $134 billion in “wrongful gains” from OpenAI and Microsoft ($MSFT ( ▼ 0.06% )), due to the fact that he provided roughly 60% of OpenAI’s seed funding (roughly $38 million), long before it’s conversion to a for-profit entity.

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Disclaimer: The information provided in this newsletter is for general informational purposes only and does not constitute individual investment, legal, accounting, or tax advice. Nothing in this newsletter is intended to be or should be construed as individualized investment advice. All content is of a general nature and solely for educational and illustrative purposes.

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