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May, 2012  // Posts published in May, 2012

May 31 2012 Food & Beverage, Retail

Burger King Menu, Ads Increase Chances of Recapturing Throne (QSR)

Research Question: Will Burger King’s $750-million brand investment, including a revamped menu, let it regain the No. 2 burger-chain spot it lost to Wendy’s? By: Reverdy Johnson Companies: AFCE, BKW, JUSH, JACK, MCD, SONC, TAST, WEN Click here to download the report (.pdf)   Summary of Findings Burger King Worldwide Holdings Inc. (BKW) sales have increased up […]

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Foreign Rivals, Rising Costs Will Hurt Whirlpool’s Market Share (WHR)

Research Question: Now that the International Trade Commission rejected import duties on foreign competitors, will aggressive pricing resume in the appliance industry to the detriment of Whirlpool’s market share and margins? By:  David Franklin Companies: ELUXY, GE, KRX: 066570, LSE:LGLD, SEO:005930, SHLD, WHR Click here to download the report (.pdf)   Summary of Findings Thirteen of 14 […]

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IGT Losing Its Lead Position in Gaming Equipment

Research Question: Has IGT lost the leading market position in the gaming equipment business? By: Susan Jennings Kantari Companies: ASX:AGI, ASX:ALL, BIT:LTO, BYI, IGT, MGAM, TYO:9766/KNM, WMS, WYNN, ZNGA Click here to download the report (.pdf)   Summary of Findings International Game Technology (IGT) has lost the lead position within the gaming equipment industry and will be […]

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AmazonSupply Does Not Fulfill MRO Needs (AMZN, GWW, FAST)

Research Question: Will AmazonSupply disrupt the MRO distribution sector? By: Reverdy Johnson Companies: AMZN, ARBA, AVT, B, FAST, GWW, MSM, ORCL, SQI   Summary of Findings Amazon.com Inc.’s (AMZN) AmazonSupply.com is not being used, or even considered, by procurement professionals at manufacturing and industrial businesses interviewed by Blueshift Research. Ten of 12 sources have not ordered […]

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Parametric’s Restructuring Goes Largely Unnoticed

Research Question: How has Parametric’s restructuring affected its CAD and PLM businesses, and will the company succeed in its efforts to strengthen its business and revenue? By: Susan Jennings Kantari Companies: ADSK, EPA:DSY, ETR:SAP/SAP, FRA:SIE/SI, ORCL, PMTC Click here to download the report (.pdf)   Summary of Findings Parametric Technology’s (PMTC) organizational restructuring has not had a negative […]

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NetGear’s Cable Modem Issues Won’t Hurt Sales, Other MSOs (NTGR)

Research Question: Will NetGear’s cable modem issues extend beyond Comcast and Time Warner Cable during this year’s IPv6 rollout? By: David Franklin Companies: ARRS, CHTR, CMCSA, CSCO, MSI, NTGR, TPE:2332, TWC, VZ Click here to download the report (.pdf)   Summary of Findings NetGear Inc.’s (NTGR) CMD31T cable modem IPv6 issues in California are not serious and […]

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May 15 2012 Financial, Media & Print

Network TV, Cable Still Gets Lion’s Share of Ad Dollars (CMCSA)

Research Question: Will advertisers continue to support TV despite audience erosion, new screen options and emerging digital media? Author:  Rachel Dangermond Companies: AMCX, CBS, CMCSA, DIS, DISCA, NWSA, TWX, TYO:6758/SNE, VIA Click here to download the report (.pdf)   Summary of Findings Advertisers continue to put the lion’s share of their marketing dollars into TV advertising, with […]

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Williams-Sonoma’s Retail Initiatives Will Drive 2012 Growth (WSM)

Research Question: Will Williams-Sonoma’s initiatives to correct retail problem areas from 2011 be the catalyst for growth in 2012? By: David Franklin Companies: AMZN, BBBY, COST, CPWM, PIR, SMN, TGT, URBAN, WSM Click here to download the report (.pdf)   Summary of Findings Store personnel, supply chain professionals and industry specialists expect Williams-Sonoma Inc.’s (WSM) retail initiatives […]

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Zumiez Continues to Ride Wave of Same-Store Sales Growth (ZUMZ)

Research Question: Can Zumiez maintain or even expand on its 29 straight months of same-store sales growth? By: Ryan Duck Companies: ZUMZ Click here to download the report (.pdf)   Summary of Findings Zumiez Inc. (ZUMZ) will continue to experience positive same-store sales growth. All five Zumiez store sources expect sales to increase further during the summer. […]

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Containerboard Price Hike for the Fall Unlikely to Stick

Research Question: What are the current containerboard supply and demand issues, and how are they affecting containerboard pricing? By:  David Franklin Companies: IP, KS, PKG, RKT, TSE:CAS, TSE:UFS, UFS, WY Click here to download the report (.pdf)   Summary of Findings Current U.S. market conditions will not support a containerboard price increase this fall. Inventories are too […]

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