Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth?...
Cruise Bookings to Continue Growing in 2020, Will Outpace 2019
Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace?...
Observers See an Ad-Supported Tier in Netflix’s Near Future
What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020?...
CarMax’s Growth Trend is Sustainable in Strong Used Car Market
Can CarMax sustain its growth trend as the former disruptor faces intense competition from both new and old players in the space?...
Ulta Has What It Takes to Hold Off E-commerce and DTC Challenge
Can Ulta defend itself against e-commerce and direct-to-consumer competition?...
No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks
How is the coronavirus affecting Grubhub and other food delivery businesses?...
Chewy’s Sales to Slow in 2020; Pet Meds Better Prospect than Private Label
Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins?...
Spotify Won’t See Big Revenue From Podcasts or Artist Services
Will podcasts and artist services give Spotify revenue upside and set it apart from competitors?...
Food Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well
How is the coronavirus affecting Grubhub and other food delivery businesses?...
Restaurants, Retail Not Finding it Difficult to Bring Back Employees
Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country?...