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AMZN  // Posts tagged as "AMZN"

Aaron’s Progressive Leasing Continues Solid Growth Rate (AAN)

Research Question: Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Companies: AAN, AMZN, BBY, RCII, SYF, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Aaron’s Inc.’s (AAN) Progressive Leasing will continue its rapid pace of growth, according to industry specialists and store personnel at retailers […]

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TreeHouse Firm on Price and Focused on Large Retailers (THS)

Research Question: Can TreeHouse Foods overcome retailers pushing down prices and competitors looking to take share? Companies: AMZN, CAG, COST, CVS, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TreeHouse Foods Inc. (THS) and many of its private-label manufacturing competitors are standing up […]

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Dim Prospects for UNFI’s Margin Rebound As Challenges Grow (UNFI)

Research Question: Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Companies: AMS:AD, AMZN, BABA, KR, SFM, SVU, UNFI, WMT   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings United Natural Foods Inc. (UNFI) has little hope […]

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Tech Trends: Cloud Automation Is Disrupting Everything IT

Research Question: Which legacy information technology is most at risk of being diminished or replaced by next-generation developments and cloud-hosted services this year? Which vendors are most likely to be affected? Companies: AMZN, CSCO, CTXS, DVMT, FFIV, GOOG/GOOGL, HPE, IBM, INTC, MSFT, RHT, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Share Loss and Top Agent Departures Challenge Realogy in High-end Markets (RLGY)

Research Question: Are technology-enabled real estate brokerage competitors like Compass and Redfin taking agents and market share from Realogy? Companies: AMZN, BRK.A/B, NWSA, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Realogy Holdings Corp. (RLGY) brands, which serve luxury real estate markets, are experiencing strong competition […]

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Tech Trends: 2018 IT Spending Will Be Flat and Will Move from Products to the Cloud

Research Question: How will the tech networking, storage and security verticals deal with the expansion of on-demand cloud IT in 2018? Has the cloud permanently diminished large growth for the biggest incumbents? Companies: AKAM, AMZN, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MLNX, MSFT, NTAP, ORCL, PANW, PFPT, PSTG, RHT, SMCI By: John Harrington Click […]

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Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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Tech Trends: Flawed Chips to Help Makers (Excepting Lawsuits) and Big Cloud (INTC, AMD, NVDA)

Research Question: What will be the immediate and longer-term effects of the “Meltdown” and “Spectre” security flaws built into the world’s leading microprocessors as related to their makers and end users? Companies: AMD, AMZN, CSCO, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Key Findings Intel’s and AMD’s computer […]

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Big Freight Forwarders Will Blunt Web Threat by Adding Digital Tools (EXPD, KNIN, PWTN)

Research Question: Can traditional freight forwarders like Expeditors International ward off competition from web-based startups? Companies: AMZN, BABA, CPH:DSV, CPH:MAERSK-B, ETR:DPW, EXPD, FDX, GE, GOOG/GOOGL, IBM, SHE:002352, SWX:PWTN, UPS, VTX:KNIN By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The freight forwarding industry is ripe for disruption as demand is growing […]

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Tech Trends: VAR Wars: Ingram Micro Disrupts Data Security Market Via Cloud Partnerships (PANW)

Research Question: Will Ingram Micro’s moves to become a full-service cloud support and IT security super-VAR add more disruption to the data security marketplace and directly affect Palo Alto Networks? Companies: AMZN, CDW, CHKP, FTNT, JNPR, MSFT, PANW, PFPT, PSDO, SHA:600515   By: John Harrington Click here to download report (.pdf)   Key Findings “VAR wars […]

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