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July, 2011  // Posts published in July, 2011

Cognex Growth Continues As Factory Automation Expands (CGNX)

Research Question: Is the factory automation market growing, and will Cognex capture even more share? By: David Franklin Companies: BIT:DAL, CGNX, EPA:MTG, HON, LON:SXS, NATI, NCR, TYO:6645, TYO:6758/SNE, TYO:6861 Click here to download the report (.pdf)   Summary of Findings Three sources based in China said the factory automation market will grow between 10% and 20% in the […]

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Cloud SMBs Likely to Be Acquired, Oracle “Wandering,” VMware Leading (ORCL, VMW)

Research Question: What effect will cloud computing have on established IT companies, and which companies will be the winners and losers? By: Susan Jennings Kantari Companies: AAPL, AMZN, CA, CRM, CSCO, CTXS, DELL, EMC, ETR:SAP/SAP, GOOG, HPQ, IBM, MSFT, ORCL, RAX, RHT, RNOW, TYL, VMW Click here to download the report (.pdf)   Summary of Findings SMBs are […]

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Charm Trend Hitting a Plateau, Pandora’s Noncharms a Nonstarter

Research Questions: Will sales of Pandora’s charm bracelets continue to surge? Can sales of the company’s noncharm jewelry rise to the same level? If so, when? By: Susan Jennings Kantari Companies: CPH:PNDORA, KR, SIG Click here to download the report (.pdf)   Summary of Findings The charm jewelry trend declined compared with six months ago for six sources, […]

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iRobot’s Roomba 700 Series Fails to Impress, Scooba Nonexistent (IRBT)

Research Question: How do the newest Roomba and Scooba vacuums compare to earlier models, and to the vacuum market as a whole? By: Reverdy Johnson Companies: HKG:0669, IRBT, SEO:005930, STO:ELUX-B Click here to download the report (.pdf)   Summary of Findings iRobot Corp.’s (IRBT) Roomba 700 series is not a significant upgrade from the earlier 500 series and […]

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Calorie Counts, MyPanera Card More Helpful Than Ad Campaign (PNRA)

Research Question: How will Panera’s increased advertising, revised menu and calorie-count boards affect its market share? By: Susan Jennings Kantari Companies: CMG, MCD, PNRA, YUM Click here to download the report (.pdf)   Summary of Findings Five of six Panera restaurant sources and five of seven Panera customers had not observed the advertising campaign or a related effect […]

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Comcast to Benefit from OTT Growth, Netflix Still a Leader (CMCSA, NFLX)

Research Question: As the evolution toward OTT content continues, who will be the winners and losers among traditional MSOs, OTT content providers and content creators? By: David Franklin, Adam Lesser  and Carolyn Marshall Companies: AAPL, AMZN, ASCMA, BBY, CBS, CBS, CMCSA, CNK, DIS, DTVM GOOG, LINTA, NFLX, NWSA, RGC, ROVI, T, TWX, VZ, WMT Click here to download the […]

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Under Armour Shows Signs of Weakness with Charged Cotton, Women’s Products (UA)

Research Question: How are Under Armour’s product launches being received? Will these products enable UA to grow among women and teenagers? By: Ryan Duck and Reverdy Johnson Companies: BRK.A, CAB, DKS, ETR:ADS, ETR:PUM, GPS, HBI, KSS, LULU, NKE, PSS, TGT, TYO:7936, TYO:8022, UA, WWW Click here to download the report (.pdf)   Summary of Findings Growth has been slow […]

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For-Profit Career Schools Risk Enrollment, Retention Issues

Research Question: After the University of Phoenix, which for-profit school is in the best position to grow in the next three years based on looser gainful employment regulations? By: Reverdy Johnson Companies: APOL, BPI, CECO, COCO, CPLA, DV, EDMC, ESI, LOPE, STRA, WPO Click here to download the report (.pdf)   Summary of Findings Larger schools with stronger […]

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MW3, Battlefield 3 to Meet Sales Plan, Star Wars Could Fall Short (ATVI)

Research Question: How will upcoming releases from Electronic Arts and Activision fare, and how will their online strategies affect GameStop? By: Reverdy Johnson Companies: AAPL, ATVI, DIS, EPA:UBI, ERTS, GME, MSFT, OSA:7974, TTWO, TYO:6758/SNE, TYO:9697 Click here to download the report (.pdf)   Summary of Findings Activision Blizzard Inc.’s (ATVI) Call of Duty: Modern Warfare 3 (MW3) is […]

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Google Wallet Raises Awareness, Competition Swells for PayPal (PYPL)

Research Question: How will Google’s recent Wallet launch affect eBay’s PayPal? Which companies will benefit from the launch, and which companies will lose? By: David Franklin Companies: AAPL, AMZN, AXP, BAC, DFS, EBAY, ETR:DTE, GOOG, HEL:NOK1N/NOK, INTU, JPM, LON:VOD/VOD, MA, NBO:SCOM, NXPI, PAY, PSE:GLO, S, T, V, VZ, WFC Click here to download the report (.pdf)   Summary […]

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