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The main event next week is the January CPI Report on Tuesday morning. In addition to the CPI, a number of what I have deemed as the “leaders of the future” are reporting earnings. These are the companies that will lead the next bull market as we move towards an increasingly app-based, digital economy. I’m talking about Airbnb (ABNB), Shopify (SHOP), DoorDash (DASH), and Draft Kings (DKNG).

Let’s start with Airbnb, which allows home owners to rent out their homes and guest houses with the company's app. It is disrupting the hotel industry by matching home owners who want to make extra money with travelers who want a different kind of experience.

ABNB will do about $60 billion of gross bookings this year for about 400 million nights booked. ABNB takes a cut of the gross bookings for the use of its app. Airbnb reports Q4'22 earnings on Tuesday afternoon.

Next up is Shopify. This company enables e-commerce for small businesses with an online store platform that facilitates transactions. SHOP will do almost $200 billion in gross merchandise volume this year. It reports Q4'22 earnings on Wednesday afternoon.

On Thursday afternoon, DoorDash and DraftKings are to report. DoorDash – along with Uber Eats – is streamlining the restaurant food delivery business with its app. It allows restaurants to outsource food delivery and customers to order from a wide variety of restaurants through its app. DASH will deliver about $50 billion in total orders this year, and it takes a cut of that from the restaurants it serves.

Last up is DraftKings, which is an app for sports betting with 1.6 million monthly unique payers. Similar to the trend toward the legalization of marijuana, the US is slowly moving toward the legalization of sports gambling, state by state. This company is one of the leaders enabling sports betting through its app. A lot of people will be betting on the Super Bowl this weekend using DraftKings.

The economic future is app-based and digital. This secular trend is still in the early innings, and these are four of the companies leading the way. While we have a nasty recession still in front us, these companies are building the foundation for the economy of the future.

It’s worth paying attention because getting in early on the next generation of stock market leaders is one of the perennial strategies for investment outperformance.

#earnings for the week https://t.co/lObOE0dgsr $PLTR $KO $SHOP $CLF $DVN $ABNB $MNDY $STNG $RBLX $ROKU $TTD $ET $UPST $CHKP $BTU $DDOG $NOTV $DKNG $MAR $ALX $THS $DE $SEDG $CROX $ROIV $CAR $GOLD $CSCO $AMAT $GNRC $DDL $ANET $MRO $TDC $KHC $ALB $TWLO $BIIB $ECL $NU $SANW $OWL pic.twitter.com/o0dXpCMvbe

— Earnings Whispers (@eWhispers) February 11, 2023

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