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December, 2012  // Posts published in December, 2012

Dec 31 2012 Financial

Top Research Stories of 2012

Companies Covered AMD APOL BAC C CCL CMCSA COH CSCO DECK DV EBAY EDMC FB GMCR HTWR JPM INFA LOPE LULU KORS MITK MLNX MON NFLX NOK PANL PBI PCLN PLCM RCL RVBD SAP STRA THOR TRIP ULTA UHS WFC WPO   Consumer Cruise Lines (RCL, CCL) – Positive – Feb, March 8, March 27, April – Wave season started strong and […]


JCP Shop-in-Shops Plan Poised for Success in 2013; Execution Questionable to Date

Research Question: Will the expansion of its store-within-a-store concept rescue J.C. Penney? By: Reverdy Johnson Companies: JCP, JWN, KSS, M, SHLD, TGT, WMT Click here to download the report (.pdf)   Summary of Findings J.C. Penney Co. Inc.’s (JCP) shop-in-shops concept is resonating with store personnel and new customers who are seeing hints of successful change and the […]


Qihoo Reaps Google’s Share in China, Stares Down Baidu

Research Question: How much search technology market share will Qihoo take from Baidu in China, and is Qihoo’s growth sustainable? By: Reverdy Johnson & Rachel Dangermond Companies: BIDU, GOOG, HKG:0700, HKG:1688, NTES, QIHU, SINA, SOHU Click here to download the report (.pdf)   Summary of Findings Ten of Blueshift’s 11 sources said Qihoo 360 Technology Co. Ltd. (QIHU) is […]


LinkedIn Only One of Many Sites Used by Employers, Job Seekers

Research Question: Will advertisers spend their non-Google ad and marketing budgets on LinkedIn, and is LinkedIn still the preferred site in the hiring community? By: Susan Jennings Kantari Companies: DHX, FB, GCI, LNKD, MWW, YHOO Click here to download the report (.pdf)   Summary of Findings Sources were split regarding LinkedIn Corp.’s (LNKD) status as the hiring community’s […]


MSOs Offer Solid OTT Service But Take Few Subscribers from Netflix

Research Question: Are Internet subscription services like Netflix and Hulu Plus losing out as MSOs introduce more OTT content? By: David Franklin Companies: AAPL, AMZN, CBS, CMCSA, CSTR, CVC, DIS, DISH, DTV, GOOG, NFLX, NWS, T, TWC, TWX,  TYO:6758/SNE, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Fourteen of 20 sources do not […]


LeapPad 2 Is a Niche Market Leader, Not a Tablet Competitor

Research Question: Can the LeapPad 2 withstand competition from the iPad Mini and others to become the tablet of choice for children? By: Mason Rudy & Ryan Duck Companies: AAPL, AMZN, BKS, GOOG, HKG:0167, LF, KRX:005930, TPE:2357, TYO:6758/SNE, TYO:7717, TYO:7974 Click here to download the report (.pdf)   Summary of Findings LeapFrog Enterprises Inc.’s (LF) LeapPad 2 is […]


Weather Permitting, Polaris Poised for 2013 Sales Growth

Research Question: Will anything besides another mild winter slow Polaris’ impressive sales run? By: Susan Jennings Kantari Companies: ACAT, DE, HMC, PII, TYO:7951 Click here to download the report (.pdf)   Summary of Findings Nothing besides another mild winter can slow the impressive sales run of Polaris Industries Inc. (PII). International sales and its Victory Motorcycles division are […]


BBBY to Withstand Online, Offline Competition Through Broad Selection, Coupons

Research Question: Can Bed Bath & Beyond successfully grow its store traffic and sales despite increasing competition from online and offline retailers? By: Reverdy Johnson Companies: AMZN, BBBY, GMCR, JCP, KSS, M, PIR, SHLD, TGT, TJX, WAG, WMT, WSM Click here to download the report (.pdf)   Summary of Findings Bed Bath & Beyond Inc.’s (BBBY) extensive variety […]


SAP’s HANA Gaining Momentum, Adoptions Picking Up

Research Question: Are firms adoptingSAP’sHANAin the whole enterprise platform, and is it affecting the business software space? By: Reverdy Johnson & Guido Gualandi Companies: AMZN, CRM, IBM, MSFT, ORCL, SAP Click here to download the report (.pdf)   Summary of Findings Thirteen of 18 sources said demand for SAP AG’s (SAP) HANA (High-Performance Analytic Appliance) has grown steadily over […]


No Spending Cliff for Advertising, Only Muted Growth in 2013

Research Question: Will the scatter and spot TV advertising markets see post-election spending in the fourth quarter? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, JRN, LAMR, LNKD, MSFT, MNI, NFLX,  NWS, NYT, P, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings The scatter […]