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May, 2011  // Posts published in May, 2011

Consumers Sharpen Shopping Skills to Offset Higher Prices

Research Question: How will anticipated price increases on merchandise affect retail stores and consumer demand? By: Susan Jennings Kantari Companies: ANF, ANN, ARO, BKE, CATO, DDS, GPS, GYMB, JCP, JNY, KSS, M, MCE:ITX, ROST, SHLD, SMRT, STO:HMB, TGT, TJX, URBN, VFC, WMT Click here to download the report (.pdf)   Summary of Findings Retail prices have increased, according […]


Quiksilver Women’s Line Stands a Chance, Men’s and Roxy Struggling

Research Question: Will Quiksilver’s new women’s line and expanding international presence be catalysts for 2H11 growth? By: Reverdy Johnson Companies: ANF, ASX:BBG, ASX:MQG, ICON, JWN, NKE, PSUN, SKS, STO:HMB, TGT, URBN, VFC, VLCM, WTSLA, ZQK, ZUMZ Click here to download the report (.pdf)   Summary of Findings QSW, Quiksilver Inc.’s (ZQK) new women’s line, has a chance to […]


Sales Growth for Ulta, Industry Should Continue This Summer (ULTA)

Research Question: Will Ulta maintain same-store sales growth for summer 2011? By: Susan Jennings Kantari Companies: CVS, EL, EPA:MC, JCP, JWN, M, PG, REV, RGS, TYO:4452, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Ulta Salon, Cosmetic & Fragrance Inc.’s (ULTA) revenue and popularity should continue to grow this summer through the […]


May 19 2011 Automotive, Consumer Goods

New-Truck Sales Revving Up, Navistar’s EGR Has Mechanical Issues (NAV)

Research Question: Will Navistar’s EGR engine technology allow the company to regain lost market share? By: Susan Jennings Kantari Companies: CAT, CMI, ETR:DAI, F, HTLD, NAV, PCAR, RUSHA, STO:VOLV-B Click here to download the report (.pdf)   Summary of Findings New-truck purchases are healthy overall. Navistar International Corp. (NAV) dealers’ new-truck sales for May rose as much as […]


Car Rental Rates and Demand to Increase This Summer (CAR, HTZ)

Research Question: What are year-to-year pricing and demand expectations for U.S. car rentals this summer and the remainder of 2011? By: Susan Jennings Kantari Companies: CAR, DTG, HTZ, ZIP Click here to download the report (.pdf)   Summary of Findings Although business travel has increased year to year, business travelers have been renting smaller cars and for fewer […]


Herbalife Will Continue to Benefit from Quick-Fix Consumers (HLF)

Research Question: Can Herbalife sustain its double-digit year-to-year growth, and where will it come from? By: David Franklin Companies: FRA:HOO/HLF, GNC, VSI, WMT Click here to download the report (.pdf)   Summary of Findings Herbalife Ltd. (FRA:HOO/HLF) distributors and competitors expect year-to-year sales growth in the healthy living industry to continue. Growth will be driven by consumers’ desire […]


New-Home Sales Growth Limited to Certain Regions

Research Question: Do positive March figures for new-home building signify the beginning of an industry turnaround? Which national builder will be first to capitalize? By: David Franklin Companies: DHI, KBH, LEN, MTH, NVR, SPF, TOL Click here to download the report (.pdf)   Summary of Findings Demand for new homes has improved slightly in several U.S. pockets, including […]


May 12 2011 Financial, Technology

VeriShield Benefits Limited; VeriFone’s Future More in Mobile (PAY)

Research Question: Will VeriShield Total Protect, VeriFone Systems Inc.’s (PAY) PCI end-to-end security software, be widely adopted? Or is it simply a niche product? By: David Franklin Companies: EMC, EPA:HPY, HYC, LON:RBS/RBS, PAY Click here to download the report (.pdf)   Summary of Findings VeriShield Total Protect is not considered a niche product. It has been widely adopted […]


May 05 2011 Consumer Goods, Retail

Dollar Stores to Benefit from Budget Consumers, Wal-Mart Losing Share (DG, DLTR)

Research Question: With rising fuel and food costs, which discount and dollar stores will successfully capture the growing number of budget-conscious consumers? By: Reverdy Johnson Companies: BIG, BJRI, COST, DG, DLTR, FDO, HD, LOW, NDN, SVU, TGT, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Dollar stores are becoming more accepted as consumers […]


May 05 2011 Basic Materials, Chemicals

Monsanto Will Need Good Yield Results to Secure Market Share (MON)

Research Question: Is Monsanto Co.’s (MON) Seed and Genomics segment helping to regain share lost over the past two years? What is the agriculture community’s current view of Monsanto? By: David Franklin Companies: DD, DOW, ETR:BAYN, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Seven of 11 farmers and 10 of 14 seed […]