Nubank's Netflix Campaign Debuts as NU Stock Slides to 244th in Trading Volume

On July 30, 2025, Nu Holdings (NU) closed with a 0.08% decline, trading at a volume of $0.50 billion, ranking 244th in market activity for the day. The stock’s muted performance coincided with the launch of Nubank’s latest marketing campaign, a collaboration with Netflix inspired by the second season of the series "Wednesday." The initiative introduces an original character, Littlefoot, whose story underscores the utility of Nubank’s financial tools in achieving personal goals. The campaign, produced by Iconoclast and directed by Gandja Monteiro, aligns with the company’s broader strategy to deepen its presence in entertainment-driven branding. By leveraging Netflix’s ad-supported platform and expanding into Mexico, Nubank aims to reinforce its customer-centric narrative across its 104 million Brazilian and 11 million Mexican user bases.

The partnership marks Nubank’s first dual-market campaign, blending creative storytelling with product promotion. The initiative features interactive out-of-home activations in São Paulo and integrates Nubank’s services—such as Caixinhas (Money Boxes) and Pix no Crédito—into the narrative. Juliana Roschel, Nubank’s CMO, emphasized the company’s focus on “surprising customers through unexpected journeys,” while Netflix’s Leo Khede highlighted the potential for brands to authentically engage audiences through entertainment. The campaign’s emphasis on emotional storytelling and cross-platform visibility may enhance brand recall but does not directly correlate with immediate stock valuation shifts.

The strategy of buying the top 500 stocks by daily trading volume and holding them for one day yielded a 166.71% return from 2022 to the present, significantly outperforming the benchmark return of 29.18%. This approach generated an excess return of 137.53% and a compound annual growth rate (CAGR) of 31.89%. The results highlight the effectiveness of high-volume trading strategies in capturing short-term market momentum, though they do not directly relate to Nu’s fundamental performance or the impact of its recent marketing campaigns.