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March, 2011  // Posts published in March, 2011

Higher Fabric Costs Cause Snags for Midrange, Low-End Retailers

Research Question: How will rising clothing prices affect retail brands, and which companies are best positioned to weather these higher costs without hurting demand? By: Susan Jennings Kantari Companies: AEO, ANF, ANN, BKE, DDS, DECK, EPA:MC, ETR:ADS, EXPR, GES, GPS, HBI, HOTT, JCG, JCP, JNY, JWN, KCP, KSS, LIZ, M, NKE, PSUN, PVH, RL, SKS, STO:HMB, TGT, […]


Edwards Sapien Valve Eagerly Awaited in the United States (EW)

Research Question: Will the Edwards Sapien transcatheter heart valve and related technology be a blockbuster device for Edwards Lifesciences? By: David Franklin Companies: EW, MDT Click here to download the report (.pdf)   Summary of Findings The Edwards Sapien valve and the transcatheter aortic valve implantation (TAVI) procedure will be rapidly and widely adopted by the U.S. medical […]


Cable Companies Creating Promising OTT Solutions, CDNs Commoditized

Over-the-Top Conference Report By: Reverdy Johnson & Adam Lesser Companies: AAPL, AMZN, AKAM, CMCSA, CNK, CSCO, DISH, DTV, GME, GOOG, LLNW, MSFT, MSI, NFLX, RGC, ROVI, TIVO, TWC, TWX, VZ Click here to download the report (.pdf)   Summary of Findings Sources who discussed over-the-top (OTT) TV trends said cable “cord cutting” is not happening with any significance […]


Menu Price Increases Inevitable, Imminent for Casual Dining

Research Question: What effect will rising food prices have on casual dining restaurants, and when will these restaurants pass the increases on to customers? By: Reverdy Johnson Companies: AFCE, CAKE, CMG, DIN, DRI, EAT, JACK, MCD, PFCB, PNRA, RRGB, RT, YUM Click here to download the report (.pdf)   Summary of Findings Higher menu prices in casual dining […]


Mar 03 2011 Retail

Brand Awareness Sweetens Pandora’s Valentine Sales

Research Question: How were repeat sources’ Valentine’s Day sales of Pandora products? By: Reverdy Johnson Companies: LON:SIG/SIG, OMX:PNDORA Click here to download the report (.pdf)   Updated Findings Pandora’s charms were in high demand during the Valentine’s Day season. All four repeat store sources reported strong sales, especially of Pandora’s red and heart-shaped charms. Two store sources said Valentine-related […]