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March, 2012  // Posts published in March, 2012

Mar 29 2012 Food & Beverage, Retail

New Soups Will Update Campbell’s Image But May Confuse Consumer (CPB)

Research Question: Will a new pricing strategy and more than 50 new products help Campbell Soup improve its profits and reverse declining sales? By: Ryan Duck Companies: CAG, COSI, CPB, GIS, PNRA, TYO:2897, UL, UN, WAG, WFM Click here to download the report (.pdf)   Summary of Findings Sources questioned whether Campbell Soup Co.’s (CPB) upcoming product rollout and […]

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Likely FDA Approval for HeartWare VAS Will Not Affect Thoratec (THOR, HTWR)

Research Questions: What are HeartWare’s chances of receiving FDA approval for its VAS device, and what effect will its approval have on Thoratec’s HeartMate II? By:  David Franklin Companies: ABMD, HTWR, THOR Click here to download the report (.pdf)   Summary of Findings Twenty-seven of 29 sources expect the Food and Drug Administration (FDA) to approve HeartWare […]

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Mar 27 2012 Travel & Leisure

Cruise Lines Hold Their Course, Try to Bypass Travel Agents (CCL, RCL)

Research Questions: How does 2012’s wave season compare with 2011’s in terms of bookings, pricing and incentives? How much will the Costa Concordia and Costa Allegra accidents affect the industry? By:  Susan Jennings Kantari Companies: CCl, LON:CCL/CUK, RCL Click here to download the report (.pdf)   Summary of Findings †  Our 10 sources, including six repeat sources, […]

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Mar 22 2012 Media & Print, Technology

Traditional Ad Market Benefits from Adjusting to a New Normal

Research Questions: What is the current state of the traditional advertising industry, and what trends are emerging for network TV and local media in 2012? By:  Rachel Dangermond Companies: AAPL, ARB, CBS, CMCSA, CMLS, DIS, DISCA, GCI, GOOG, NLSN, NWS, NYT, RENT, SBGI, SNI, TWC, TWX, VCI, VIA, WPO Click here to download the report (.pdf)   Summary of Findings […]

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LSI Well Positioned to Capture Hybrid SSD/HDD Market Share (LSI)

Research Question: Do LSI’s SSD storage products offer the company a competitive edge, and will they become a catalyst for growth and market share gains in the second half of 2012? By: David Franklin Companies: EMC, DELL, FIO, HPQ, IBM, LSI, MU, OCZ, SANM, SNDK, STEC, STX, TYO:6502, WDC Click here to download the report (.pdf)   Summary […]

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Mar 15 2012 Media & Print, Technology

Cord Cutting Still Minor, MSOs Push Content Across Platforms to Combat OTT (CMCSA, NFLX)

Research Question: How are declining ratings in children’s TV viewership related to cord cutting and overall trends in OTT viewing? By: Reverdy Johnson Companies: AAPL, AMZN, CMCSA, CSTR, DIS, DISCA, DISH, DTV, GOOG, INTC, NFLX, NLSN, NWSA, RENT, SCOR, SNI, TWC, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Cord-cutting levels remain […]

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Mitek’s Growth Opportunities Are Short-Term, Market Saturated (MITK)

Research Question: Will Mitek’s Mobile Deposit application continue to gain traction with consumers and financial institutions, and what are Mitek’s other growth opportunities in 2012? By:  Susan Jennings Kantari Companies: BAC, EBAY, FISV, INTU, JKHY, JPM, MITK, WFC Click here to download the report (.pdf)   Summary of Findings Growth opportunities exist for Mitek Systems Inc. (MITK) in […]

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Mobile Health Market Young, Fragmented

Research Questions: Which companies are leading the expansion of the mobile health movement, and when will mHealth applications become widely adopted? By:  David Franklin Companies: EPA:FTE/FTE, EPOC, LON:VOD/VOD, MRK, OTC:AUGT, PFE, QCOM, S, T, VZ Click here to download the report (.pdf)   Summary of Findings The mobile health (mHealth) industry is being led by well-known telecom carriers […]

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Mobile World Congress, PayPal One of Many M-commerce Players (PYPL)

Research Question: Is a PayPal account a standard option in mobile payment applications, and what are the chances for widespread adoption of PayPal’s mobile payment solutions? By:  David Franklin Companies: AAPL, AMZN, AXP, EBAY, EPA:ING, ETR:SAP, GOOG, HBC, LON:BARC/BCS, LON:BGO, LON:MONI, LON:TDE/TEF, LON:VOD/VOD, MA, PAY, STD, V, WFC, WU Click here to download the report (.pdf)   Summary […]

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Mar 08 2012 Travel & Leisure

Cruise Bookings, Pricing Plateau, Costa Accidents a Nonissue (CCL, RCL)

Research Question: How does the 2012 wave season compare with 2011 in terms of bookings, pricing and incentives, and how has the Costa Concordia grounding affected the cruise industry? By:  Susan Jennings Kantari Companies: CCL, LON:CCL/CUK, RCL Click here to download the report (.pdf)   Summary of Findings Compared with our Feb. 7 report, bookings, pricing and […]

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