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April, 2011  // Posts published in April, 2011

Apr 28 2011 Retail

CVS Caremark’s Management Style, Sales Queried

Research Question: Will new management, cost reductions, and acquisitions be the right prescription for CVS’s pharmacy benefit management (PBM) recovery? By: David Franklin Companies: ALR, ANCI, CHSI, CVH, CVS, ESRX, MHS, RAD, UNH, WAG Click here to download the report (.pdf)   Summary of Findings A negative tone dominated sources’ opinions regarding how CVS Caremark’s management and operations […]


Apr 28 2011 Services, Travel & Leisure

Cruise Lines Engage in Heavy Promotions to Fill Ships (CCL, RCL)

Research Question: How are current cruise industry bookings compared with January/February and last year? By: Reverdy Johnson Companies: DIS, LON:CCL/CCL/CUK, RCL Click here to download the report (.pdf)   Updated Findings Three of 10 travel agents said year-to-year bookings were down as much as 15%, a sharp contrast to our Jan. 20 report in which sources reported expectations […]


Estée Lauder Meeting Sales Plan Through Products, Brands (EL)

Research Question: Are The Estée Lauder’s sales meeting expectations, including sales in the United Kingdom? By: David Franklin Companies: AVP, EL, EPA:CDI, EPA:MC, PG, EPA:OR, SEO:090430, TYO:4911 Click here to download the report (.pdf)   Summary of Findings Estée Lauder is meeting or even exceeding sales expectations in the United States and the United Kingdom. The company has […]


Fortinet Secure in Market, Continued Growth Expected (FTNT)

Research Question: Will Fortinet’s drive to sell security appliances and services to large enterprises, service providers, and international markets be successful and add to the company’s growth? By: Reverdy Johnson Companies: BCSI, CHKP, CSCO, FFIV, FIRE, FTNT, JNPR, MSFT, SYMC, WBSN Click here to download the report (.pdf)   Summary of Findings Fortinet Inc.’s (FTNT) security products were […]


Rovi’s Long-Term Future Called Into Question (ROVI)

Research Question: Will acquisitions and new offerings push Rovi Corp. (ROVI) to become a leading content guide and metadata provider for MSOs and online media services? By: David Franklin Companies: AAPL, AMZN, BRCM, CBS, CMCSA, GOOG, INTC, MSFT, NFLX, NWSA, QCOM, ROVI, SEO:003550, SEO:005930, SNIC, T, TIVO, TYO:6758/SNE, TWX, VMED, YHOO Click here to download the report (.pdf) […]


Cadence Unlikely to Break Out of Discounting Rut (CDNS)

Research Question: Will customers be willing to pay higher prices for Cadence Design Systems Inc.’s (CDNS) recently enhanced analog products? By: Susan Jennings Kantari Companies: CDNS, LAVA, MENT, SNPS Click here to download the report (.pdf)   Summary of Findings Cadence’s recent product enhancements are unlikely to help the company avoid offering discounts. Product enhancements are better used […]


Under Armour’s Charged Cotton Gaining Traction With Women (UA)

Research Question: Update: Will Under Armour Inc.’s (UA) new cotton line, Charged Cotton, have a successful product launch, especially among women? By: Ryan Duck Companies: COLM, ETR:ADS, HBI, LULU, NKE, UA Click here to download the report (.pdf)   Summary of Findings Under Armour’s Charged Cotton line has started to gain traction among women and high school students, […]


Apr 21 2011 Media & Print

Opportunity Exists for Valassis to Raise Prices on Shared Mail (VCI)

Research Questions: Will Valassis raise prices on shared mail and freestanding inserts? If so, when, by how much, and how will advertising volumes be affected? By: Reverdy Johnson Companies: NWS, VCI Click here to download the report (.pdf)   Summary of Findings Sources have not heard any rumblings about Valassis Communications Inc. (VCI) raising prices on shared mail […]


Chico’s Discounts on Par with Competitors’ (CHS)

Research Question: Is Chico’s FAS Inc. (CHS) increasing its discounting to drive same-store sales? By: Susan Jennings Kantari Companies: ANN, CHS, CWTR, DDS, GPS, KSS, M Click here to download the report (.pdf)   Summary of Findings Only one of four Chico’s and White House Black Market customer sources expects to pay full price at these stores. Two […]


Cotton Prices Lead to Increased Sales for Deere, Case IH, Others (DE)

Research Question: Will increases in cotton planting lead to higher than expected sales for farm industry manufacturers and suppliers? By: Reverdy Johnson Companies: AGCO, BER:CNH/CNH, CAT, DE, DOW, ETR:BAS, ETR:BAYN, LNN, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Deere & Co.’s (DE) and Case IH’s (CNH Global NV/BER:CNH/CNH) on-board module pickers present […]