Piper Sandler's teen survey of nearly 9,000 respondents shows beauty spending rebounding, Roblox usage rising, and TikTok dominating social media. Stock implications: positive for ULTA, EL, RBLX, META, GOOGL, UBER, DASH, TWLO, NET, AKAM, FSLY; negative for SNAP, NFLX, DELL.

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