🗓️ This Week in The Markets
Macro/Market News
Annual revisions revealed that the U.S. added only 181,000 jobs in all of 2025, far below the previously reported 584,000, signaling a softer labor market than realized.
U.S. consumer prices (CPI) rose just 2.4% YoY in January, coming in below forecasts, while Core inflation fell to 2.5%.
U.S. customs duties jumped 300% YoY to $30 billion in January alone, helping to narrow the monthly deficit.
Company Specific News
Novo Nordisk Sues Hims & Hers: The Ozempic maker filed a lawsuit to block Hims & Hers from selling compounded copycats of its weight-loss drugs.
Alphabet’s $20B Bond Sale: Google's parent company tapped the bond market for $20 billion to fund its surging AI infrastructure spending.
Ford’s Major Miss: Ford reported its worst earnings miss in 4 years, posting an $11.1B Q4 net loss driven by EV losses and tariffs.
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🛒 What the Haul?
Out of 395 TikTok hauls analyzed, these companies appeared the most:
Shein - 36 Appearances (9.1%)
Zara - 35 Appearances (8.9%)
Sephora - 15 Appearances (3.8%)
Lululemon - 14 Appearances (3.5%)
Hollister - 14 Appearances (3.5%)
Aritzia - 14 Appearances (3.5%)
H&M - 14 Appearances (3.5%)
Free People - 13 Appearances (3.3%)
Target - 13 Appearances (3.3%)
Fashion Nova - 13 Appearances (3.3%)
Brandy Melville - 11 Appearances (2.8%)
Alo - 11 Appearances (2.8%)
Bershka - 10 Appearances (2.5%)
iPhone - 10 Appearances (2.5%)
Aerie - 9 Appearances (2.3%)
Garage - 9 Appearances (2.3%)
Louis Vuitton - 9 Appearances (2.3%)
Old Navy - 9 Appearances (2.3%)
Victoria's Secret - 8 Appearances (2%)
Dior - 8 Appearances (2%)
Ross - 8 Appearances (2%)
Gucci - 8 Appearances (2%)
Adidas - 8 Appearances (2%)
Amazon - 8 Appearances (2%)
EOS - 7 Appearances (1.8%)
Nike - 7 Appearances (1.8%)
Primark - 7 Appearances (1.8%)
Urban Outfitters - 6 Appearances (1.5%)
Tree Hut - 6 Appearances (1.5%)
Gap - 6 Appearances (1.5%)
Dove - 6 Appearances (1.5%)
Edikted - 6 Appearances (1.5%)
ASOS - 6 Appearances (1.5%)
PacSun - 5 Appearances (1.3%)
Coach - 5 Appearances (1.3%)
Skims - 5 Appearances (1.3%)
Rhode - 5 Appearances (1.3%)
Walmart - 5 Appearances (1.3%)
Cider - 5 Appearances (1.3%)
No Boundaries - 5 Appearances (1.3%)
This Month’s Premium Deep Dive is Already Paying Off
Two companies that were part of our deep dive on “The Rise of Vibe Coding” popped big last week post-earnings, and we believe we’re still very early in the adoption of vibe coding.
Access our last deep dive, all upcoming deep dives, as well as deeper insights and data visualizations each and every week, by subscribing to Sentinalysis Premium.
Key Takeaways
Hollister ($ANF ( ▲ 0.53% )) appears in the top 5 for a fourth consecutive tracking period. At this point, Hollister's momentum is undeniable. Reversible tube tops offering "two looks in one" and dresses with built-in shorts are driving value perception, with one creator snagging 8 items for $130. The Y2K playbook is working.
Free People ($URBN ( ▼ 0.9% )) had a "social proof" moment worth noting. One creator observed multiple shoppers simultaneously buying the same purple lace-trim tank, a real-time validation of viral demand. For $URBN ( ▼ 0.9% ) investors, that kind of in-store consensus buying is the physical-world equivalent of a sellout signal.
Aritzia ($ATZ.TSX ( ▲ 0.67% )) is turning stores into destinations. The in-store AOK Cafe (where one creator grabbed a matcha after shopping) extends dwell time and creates content moments. Aritzia is competing on experience, not just product, a defensive strategy against pure-play e-commerce competitors.
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🤖 This Week in AI
Anthropic raised $30 billion in Series G funding, pushing its valuation to a massive $380 billion.
OpenAI debuted GPT-5.3-Codex-Spark, a smaller, ultra-fast coding model capable of generating over 1,000 tokens per second.
Google ($GOOG ( ▲ 3.74% )) released a major update to its reasoning model, Gemini 3 Deep Think, expanding its capabilities in science, engineering, and math.
Zhipu AI released GLM-5, an open-source model that reportedly rivals proprietary tech from OpenAI and Google on key benchmarks.
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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.