PIPER SANDLER: TEEN SURVEY REVEALS MAJOR WINNERS AND LOSERS ACROSS STOCKS

PIPER SANDLER'S LATEST SURVEY OF NEARLY 9,000 U.S. TEENS HIGHLIGHTS SHIFTING CONSUMER TRENDS.

BEAUTY: SPENDING REBOUNDS, WITH ULTA AND EL TOP PICKS. ELF REMAINS THE LEADING COSMETICS BRAND, WHILE RHODE SURGES.

SOCIAL MEDIA: TIKTOK LEADS AT 48%, FOLLOWED BY INSTAGRAM AT 31%. SNAPCHAT LOSES GROUND.

GAMING: ROBLOX USAGE RISES TO 49%, WHILE 56% PLAN TO BUY GTA 6.

BEVERAGES: ENERGY DRINKS ARE THE PREFERRED CAFFEINE SOURCE FOR 50% OF TEENS, UP FROM 39% TWO YEARS AGO.

STREAMING: NETFLIX AND YOUTUBE ARE TIED AT 28%, WHILE DISNEY+ GAINS SHARE.

STOCK IMPLICATIONS:

POSITIVE: $ULTA, $EL, $RBLX, $META, $GOOGL, $UBER, $DASH, $TWLO, $NET, $AKAM, $FSLY.

NEGATIVE: $SNAP, $NFLX, $DELL.

SOURCE: PIPER SANDLER TEEN SURVEY. ...