A Trading Edge So Good, It Feels Like Cheating VIEW IN BROWSER BY ANDY SWAN, FOUNDER, LIKEFOLIO Imagine sitting down at the poker table and getting to see everyone’s hand before a single card is played. That’s what last week felt like for members of LikeFolio’s Earnings Season Pass. Three major retail stocks were on deck to report earnings: - Dollar General (DG)
- Five Below (FIVE)
- Dollar Tree (DLTR)
They serve similar customers. They operate in the same space. They reported earnings within 48 hours of each other. But consumer behavior heading into those reports was far from identical. While Wall Street scrambled to predict tariff impacts and debated valuations, we tracked what actual consumers were doing. LikeFolio’s data showed strong momentum for DG and FIVE, both seeing an 18% increase in web traffic year over year. DLTR, on the other hand, was slipping: -5%. 
When you see the chart above, highlighting critical real-time consumer data, it feels like cheating. But it’s not. It’s an edge our members trade with every week. Here’s how Earnings Season Pass subscribers locked in major gains on discount retail earnings in a matter of days. | Recommended Link | | | | Anheuser-Busch InBev (BUD) is one of the best-performing large-cap stocks in 2025. Time to buy? Only if you like leaving money on the table. Because there’s a much smarter way you could make even more money on BUD starting today. Check out this surprising extra income method now. |  | | The Discount Retail Trifecta DG: A Double-Your-Money Win in Less Than Five Days Dollar General’s digital engagement surged ahead of earnings. Web traffic was rising. Interest from higher-income consumers had picked up materially. Product-level trends showed demand strength in food, home, and seasonal categories. LikeFolio issued a bullish “Coin Flip” trade – a simple options spread that gives you a shot at doubling your money in a matter of days if the stock heads higher, like we predicted it would. 
DG beat expectations across the board and raised guidance. Net sales grew 5.3% to $10.44 billion, and operating profit surged 5.5% to $576.1 million. Shares jumped +16%. 
Source: TradingView The result: Subscribers who followed our recommendation had a chance to double their money over a four-day period. Earnings Season Pass member Robert G. let us know he cashed out early for a +93.5% gain. Randy C. followed the same bullish data with a different approach and cashed out DG calls bought for +202%. We’ve got a similar trade setup on deck for next week, if you want in. Members will get the details to their inbox later tonight. FIVE: Hand-Picked Trade of the Week, with More Upside in Play Five Below was our strongest-conviction play of the week. The battle-tested retailer was lighting up every LikeFolio signal, despite growing naysayers – exactly the kind of “divergence” setup we crave during earnings season. FIVE web visits were up 18% as product refreshes and pricing resonated with consumers. Search behavior confirmed strong brand interest and repeat shopper activity. We recommended a “Very Bullish” trade setup with +200% profit potential. This options strategy is ideal when we have a strong earnings signal like FIVE’s, and the market is way underestimating the likely move that a beat could produce. 
Landon told members to enter early, before DG reported, because a DG beat would likely drive sympathy momentum into FIVE. That’s exactly how it played out. 
Source: TradingView Five Below reported 19.5% revenue growth, a 24.6% boost in adjusted gross profit, and raised its full-year outlook. Shares launched more than +10% higher, even after our predicted DG-induced early boost. The result: Earnings Season Pass members like John W. and Mike C. had an opportunity to take an early +100% profit on our FIVE trade: - “I was getting ready to leave for a trip where I wouldn’t be online much for a week, so put in a preemptive close yesterday at a limit of 4.10 blended. As luck would have it, I woke up this morning to that bid being hit, so made 127% on my basis, annualized to 11,660%. We need trade of the week every day! Thank you for this one! You have my attention.” – John W.
- “High ‘FIVE’ – Thanks for the double!!” – Mike C.
For those riding this trade out until its June 20 expiration, there’s still another +100% on the table. DLTR: No Trade, Perfect Avoid, or a Tactical Bearish Setup Dollar Tree’s data looked nothing like its peers. Web visits were down 5%. Consumer demand was slipping across all tracked signals. There was no momentum to work with. We made no official trade in the Earnings Scorecard, but Landon did offer tactical guidance in his weekly earnings preview video (which you’ll see for yourself below). 
For members looking to play DLTR to the downside, we suggested waiting until after DG’s report to enter a trade, allowing DLTR to lift in sympathy. That move happened, and the fade opportunity followed. 
Source: TradingView Dollar Tree posted a decent report but shares plummeted nearly 9% after the company projected earnings to shrink as much as 50% in the second quarter. The single-day selloff was especially steep, considering Dollar General’s blowout and its premature sympathy trade. The result: Our members either avoided the risk completely or used the mispricing to time a clean bearish entry. Here’s How We Did It We nailed this Discount Retail Trifecta for two very powerful reasons: - We have incredible data and insights into company performance: By listening to their customers on social media and watching their web traffic patterns in real time, we can often predict in advance what companies are going to say – and place our trades accordingly.
- We are professional traders who know the best bet for each scenario: LikeFolio’s data advantage, combined with our 40 years combined trading experience, allows us to select the perfect trading strategy for each earnings report.
Check it out for yourself in the video below. My brother and LikeFolio co-founder Landon Swan laid out all three plays for the week – and keep in mind, this was sent to Earnings Season Pass subscribers the Sunday before these reports dropped. We overlayed the charts afterwards to underscore just how prescient his analysis was: 
Watch Now While other traders were waiting on earnings headlines, our members were already in position. They had the real-time data, they had the trades laid out, and they locked in serious gains. This isn’t about catching a lucky break. This is what LikeFolio’s Earnings Season Pass is built to do, week after week, across dozens of high-probability setups. Take it directly from these Earnings Season Pass subscribers: - Jim P. has YET to have a losing week, netting $657 during Week 7 alone: “Really enjoy participating in the earnings trade. Been trading since Week 2 and happy to report that I have not had a losing week. Week 7 results: 7 trades, 4 wins and 3 losses for total gain of $657.00.”
- Dan B. made +100% on our bullish Celsius Holdings (CELH) trade during Week 4: “Just want to say I am really impressed with your record so far on Earnings [Season] Pass. I closed out the CELH spread this morning @ $0.48 or a 100% gain.”
- Paul R. took an incredible 11x win on our Week 5 Insulet (PODD) trade: “Bought 1 contract 5/8/25 for 5/16/25 exp at 270 strike for 460.68. I believe it was trading near 260.00 at the time. 5/9 it had zoomed to 7x. Held ’til 5/16 and sold for 5,267.32. AKA 11x. Thank you for the win!”
- And Richard L. banked a $520 profit in just one day trading On Holding (ONON): “Bought the ONON 5/23 48 call on 5/12 for $3.90, sold the call on 5/13 for $9.10. A $520 profit in one day (231%).”
The next Earnings Season Pass Scorecard will hit member inboxes TONIGHT at 7:00 p.m., with juicy trades lined up for Darden Restaurants (DRI), Kroger (KR), and more. If you want trades like this in your account before the market reacts, you need to be in now. Until next time, 
Andy Swan
Founder, LikeFolio | 
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