Core Insights - A few stocks, particularly Shopify and Zoom Video Communications, saw significant gains during the pandemic due to the rise of stay-at-home trends [1] - The excitement around these stocks has diminished, prompting a closer examination of their current performance [1] Shopify - Shopify's platform gained traction as consumers shifted to online shopping, leading to continued popularity and growth [2] - The company reported a 31% year-over-year sales growth in its latest period, achieving double-digit percentage sales growth for ten consecutive periods [2] Zoom Video Communications - Zoom's cloud-native platform, which integrates various communication functionalities, became essential during the pandemic, resulting in a surge in popularity [5] - In its latest earnings release, Zoom reported nearly 5% sales growth year-over-year and an adjusted EPS of $1.53, reflecting a 10% increase [8] Overall Market Performance - While many pandemic stocks have seen declines, Shopify remains a leader in performance and fundamentals, benefiting from the sustained trend of online shopping [6][9]
What Happened to the Pandemic Stocks?