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October, 2011  // Posts published in October, 2011

Oct 27 2011 Food & Beverage, Retail

Growth, Expansion Brisk for Teavana Despite Steep Sales Tactics (SBUX, TEA)

Research Question: Can Teavana maintain strong sales and successful store expansion despite its aggressive sales tactics? By: Ryan Duck Companies: AMS:UNA/UN, LON:ABF, LON:ULVR/UL, TEA, WFM Click here to download the report (.pdf)   Summary of Findings Teavana Holdings Inc.’s (TEA) perceived aggressive sales tactics have not stopped customers from purchasing tea and tea-related products. All seven customer […]

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Oct 27 2011 Personal Services

Weight Watchers Will Sustain Growth Thanks to Publicity, Study Results (WTW)

Research Question: Is Weight Watchers’ growth sustainable, and are celebrity endorsements effective? By: David Franklin Companies: DIET, NTRI, VTX:NESN, WTW Click here to download the report (.pdf)   Summary of Findings Recent positive research may lead to more enrollment in Weight Watchers International Inc.’s (WTW) UK program in two to three years. A UK based study found […]

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Redbox Gains in Short Term from Netflix Woes; VOD Benefits from Secular Trend (NFLX)

Research Question: Will Coinstar’s Redbox benefit from Netflix’s recent troubles? By: Susan Jennings Kantari Companies: AAPL, AMZN, BBY, CMCSA, CSTR, DISH, GOOG, NFLX, TWC Click here to download the report (.pdf)   Summary of Findings Five of 12 customers, all four industry specialists and two of three movie studio executives said video-on-demand (VOD) has become increasingly popular […]

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Oct 18 2011 Healthcare

Home Healthcare Demand Up But Industry Caught in Fed Crosshairs

Research Question: How will Medicare rate decreases and federal investigations over billing practices affect the home health industry? By: David Franklin Companies: AFAM, AMED, GTIV, KND, LHCG, UNH Click here to download the report (.pdf)   Summary of Findings Medicare reimbursement rate decreases, new regulations, federal investigations and uncertainty about future funding have the home health industry […]

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Oct 13 2011 Food & Beverage, Retail

Popeyes on the Rise with LTOs, New Management, Cost Savings (AFCE, PLKI)

Research Question: Will menu changes, new store openings, and new management drive Popeyes’ sales and help grow the business? By: Reverdy Johnson Companies: AFCE, YUM Click here to download the report (.pdf)   Summary of Findings Increased sales for AFC Enterprises Inc.’s (AFCE) Popeyes Louisiana Kitchen are being driven by new limited-time offers (LTOs), which are exceeding […]

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Vitamin Shoppe’s In-Store Service, Low Prices Drive Sales (VSI)

Research Question: Can The Vitamin Shoppe continue its same-store sales growth, and what motivates in-store shopping versus online? By: Susan Jennings Kantari Companies: CVS, NTY, VSI, WAG, WFM Click here to download the report (.pdf)   Summary of Findings All silos said knowledgeable staff and personalized customer service are The Vitamin Shoppe Inc.’s (VSI) competitive advantages. The […]

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MAKO Needs Clinical Results, Hip Application to Capture More Share

Research Question: How big is the market for robotic knee and hip surgery, and what makes MAKO Surgical’s products better than competing products in the marketplace? By: David Franklin Companies: ISRG, JNJ, LON:SN/SNN, MAKO, SYK, ZMH Click here to download the report (.pdf)   Summary of Findings The joint replacement market is steady but showing some signs […]

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Consolidation, Virtualization Higher Priority Than Move to Cloud

Research Question: How much of the crop of data centers will be outsourced over time, and what is the timing of this trend? By: Reverdy Johnson & Adam Lesser Companies: AMZN, CRM, EQIX, GOOG, INTC, MSFT, RAX, VZ Click here to download the report (.pdf)   Summary of Findings Data center consolidation and virtualization are higher priorities […]

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CDN Demand Growing, Providers Struggle to Raise Margins

Research Question: Where will CDN growth come from now that data transit has been commoditized, and which service provider is best positioned to gain market share? By: David Franklin Companies: AAPL, ADBE, AKAM, AMZN, ASX:TLS, CMCSA, CSCO, EPA:ALU/ALU, GOOG, IBM, LLNW, LVLT, MSFT, TWX, VZ Click here to download the report (.pdf)   Summary of Findings The commoditization […]

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Deckers’ UGG Inventory OK, Costs Rising, Other Materials Considered (DECK)

Research Question: Will Deckers’ UGG inventory levels be able to meet customer demand for the fall and winter? By: Susan Jennings Kantari Companies: DECK, RL, SHLD Click here to download the report (.pdf)   Summary of Findings None of our seven retailer sources reported a shortage of Deckers Outdoor Corp.’s (DECK) UGG merchandise. In fact, two have […]

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