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April, 2012  // Posts published in April, 2012

Avon’s Delivery Issues Fixed But Challenges Persist in Brazil (AVP)

Research Question: Have Avon’s fulfillment troubles subsided, and are the company’s sales back on track in Brazil? By:  Reverdy Johnson Companies: AVP, EPA:OR, RDEN Click here to download the report (.pdf)   Summary of Findings Avon Products Inc.’s (AVP) fulfillment troubles in Brazil have largely been resolved, and deliveries are back on a regular schedule. Sources reported […]

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GMCR’s Keurig Safe from SBUX’s Verismo; Threatened by Patent Expiration (GMCR, SBUX)

Research Question: How will new competition from Starbucks affect Green Mountain Coffee Roasters’ market share? By:  Reverdy Johnson Companies: AMZN, BBBY, COST, DNKN, KSS, GMCR, SBUX, THS Click here to download the report (.pdf)   Summary of Findings Ten of 12 sources knowledgeable about Starbucks Corp.’s (SBUX) Verismo said it will not dramatically affect Green Mountain Coffee […]

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Apr 26 2012 Travel & Leisure

Priceline’s Booking.com Hotel Friendly, Industry Awaits Google (PCLN)

Research Question: How is Priceline’s Booking.com performing as it penetrates the North American market, and how does it compare to Expedia, Hotels.com, Travelocity and other OTAs? By:  Susan Jennings Kantari Companies: EXPE, GOOG, OWW, PCLN, TRIP Click here to download the report (.pdf)   Summary of Findings Hotel reservation agents said Booking.com’s (Priceline.com Inc./PCLN) competitive advantages include […]

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Deckers’ UGG Sales Cool with Warm Winter (DECK)

Research Question: What are current retail sales, inventory and pricing trends for Deckers’ UGG brand? By:  Susan Jennings Kantari Companies: COLM, DECK Click here to download the report (.pdf)   Summary of Findings Six of 11 retail sources said Deckers Outdoor Corp.’s (DECK) UGG sales have decreased as much as 50% year to year, and all six […]

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PepsiCo Needs a Clearer, More Focused Marketing Message (PEP, KO)

Research Question: Will PepsiCo’s $500 million marketing investment, with a focus on its new Pepsi Next beverage, enable it to regain share from Coca-Cola? By:  Ryan Duck Companies: DPS, KO, PEP Click here to download the report (.pdf)   Summary of Findings Sources doubted PepsiCo Inc.’s (PEP) $500 million marketing investment would help the company recapture share […]

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Apr 17 2012 Communications, Technology

Polycom Struggles to Remain Relevant in Changing Market (PLCM)

Research Question: How are increased competition and lower-cost alternatives affecting Polycom’s growth and market share? By:  Reverdy Johnson Companies: AAPL, CLRO, CSCO, CTXS, GOOG, LOGI, MSFT, PLCM, RVSN, SHOR Click here to download the report (.pdf)   Summary of Findings All 18 U.S. sources said Polycom Inc. (PLCM) is struggling to keep up with the changing video […]

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Apr 17 2012 Travel & Leisure

Few Fuel Surcharges Arise During 2012 Wave Season (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 The number of sources reporting increases in year-to-year […]

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Apr 12 2012 Healthcare, Retail

Market Saturation Not a Big Concern for Vitamin Shoppe, GNC (VSI, GNC)

Research Question: How will GNC’s and Vitamin Shoppe’s aggressive store expansion affect their market share? By:  Susan Jennings Kantari Companies: GNC, HLF, VITC, VSI, WAG, WFM Click here to download the report (.pdf)   Summary of Findings All suppliers, nutritionists and industry specialists said enough industry demand exists to support store expansions for both Vitamin Shoppe Inc. […]

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AMD’s New Management, Strategies Not Enough to Gain on Intel (AMD, INTC)

Research Question: Will new management, several new initiatives, and share gains from Intel in 2011 result in significant growth for Advanced Micro Devices in 2012? By:  David Franklin Companies: AMD, IBM, INTC, NVDA, QCOM, TPE:2388 Click here to download the report (.pdf)   Summary of Findings Twelve of the 17 sources expect Advanced Micro Devices Inc. (AMD) […]

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Apr 05 2012 Business Services

Small Businesses’ Toner Spending Rises

Research Question: How does per-employee spending on printers and toner in 2012 compare with 2011? By:  Susan Jennings Kantari Companies: ODP, OMX, SPLS Click here to download the report (.pdf)   Summary of Findings Toner spending is increasing for many small business sources, an improvement from our May 11, 2011 report. Eight of our 16 sources, including […]

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