New York Times Co. (NYT-N)

The New York Times Co. (symbol: NYT-N) has seen a distinct correlation between its performance and political sentiments among its readership, particularly regarding the presidency. Analysts note that the company's fortunes often thrive when there is a political figure in the White House, like Trump, who is met with disapproval from the core readership, as subscriptions surged during this period. Despite a flat trend in actual reading numbers, the company's innovative offerings, such as games like Wordle, have contributed to a notable growth in its subscription base, climbing at a staggering 42% compound annual growth rate in the years leading up to 2020. Though traditional reading metrics may appear stagnant, the ongoing adaptation of the company’s digital strategies suggests a resilient business model poised for continued engagement with its audience. Overall, these factors create a dynamic environment for NYT’s stock performance, indicating potential strength in shifting political landscapes.