September, 2011 // Posts published in September, 2011
Green Dot Holds Prepaid Card Lead, Banks Slow to Enter Market (GDOT)
Research Question: How are sales for Green Dot and NetSpend, and what new products are emerging in the unbanked market? By: David Franklin Companies: AXP, BAC, COF, EBAY, EEFT, GDOT, GOOG, LIN:BAZC1, MA, MGI, NTSP, TYO:3382, WMT, WU Click here to download the report (.pdf) Summary of Findings Growing demand for prepaid cards is expected to […]
iPad Reducing PrinterPaper Use But Effect Not Yet Material (AAPL)
Research Question: What effect will the iPad have on the copying, printing and paper industries? By: Reverdy Johnson Companies: AAPL, FDX, GOOG, HPQ, LXK, SEO:005930, TYO:6448, TYO:6724, TYO:7751/CAJ, TYO:7944, XRX Click here to download the report (.pdf) Summary of Findings Apple Inc.’s (AAPL) iPad is prompting professionals and offices to start to reduce their printer and […]
LinkedIn Overtaking Monster, BranchOut Bears Watching (LNKD)
Research Question: Are Monster and LinkedIn cost-effective methods to match recruiters with job seekers? By: Susan Jennings Kantari Companies: DHX, GOOG, LNKD, MWW Click here to download the report (.pdf) Summary of Findings Social networking is the trend in recruiting and is usurping broad-based job boards like Monster Worldwide Inc. (MWW). LinkedIn Corp. (LNKD) currently holds […]
Commercial Construction Lending Loosens Slightly in NY, TX
Research Question: Are commercial construction loans becoming more available? If yes, which market segment is benefiting? By: David Franklin Companies: BAC, JPM, WFC Click here to download the report (.pdf) Summary of Findings Sources in the New York, Dallas, and Houston markets reported a slight improvement in the lending climate and in commercial construction. Inventory constraints […]
Developers Have Little Interest in Apps for Nokia, Microsoft Platform (MSFT, NOK)
Research Question: Will developers build apps for the Nokia/Microsoft platform? By: Reverdy Johnson Companies: AAPL, DELL, GOOG, HEL:NOK1V/NOK, HPQ, MMI, MSFT, S, T, TSE:RIMM/RIMM, VZ Click here to download the report (.pdf) Summary of Findings Eleven of 14 developer sources were not interested in creating apps for Nokia Corp.’s (HEL:NOK1V/NOK) smartphones using Microsoft Corp.’s (MSFT) Windows […]
Daily Deals Reap Little Revenue for Merchants, Model Unsustainable (GRPN)
Research Question: How sustainable is the daily deal aggregation business, and what does the future hold for LivingSocial and Groupon? By: Susan Jennings Kantari Companies: AMZN, GRPN, HKG:0700, TZOO Click here to download the report (.pdf) Summary of Findings Seven of 10 U.S. merchants will not use Groupon Inc. (GRPN) again or will use it only as […]
VCA Antech’s Vetstreet Will Gain from Online Service Growth (WOOF)
Research Question: Will VCA Antech’s acquisition of Vetstreet drive business and traffic? Will the synergies work? By: David Franklin Companies: IDXX, PDCO, WOOF Click here to download the report (.pdf) Summary of Findings Veterinarian medical sales representatives and industry specialists view VCA Antech Inc.’s (WOOF) acquisition of MediMedia Animal Health and its Vetstreet as a timely, […]
U.S. SodaStream Sales Growing But Flavor Sales Limited (SODA)
Research Question: Can SodaStream become more than a fad with its U.S. rollout? By: Reverdy Johnson Companies: BBY, BBBY, KO, KSS, PEP, SODA Click here to download the report (.pdf) Summary of Findings U.S. customers are predominantly interested in making seltzer water with SodaStream International Ltd.’s (SODA) CO2carbonators and are not buying its Sodamix flavor syrups […]
Expedia to Benefit from International Online Booking Growth (EXPE)
Research Question: Will Priceline and Expedia continue to exceed sales expectations despite sluggish economies throughout the world? By: Susan Jennings Kantari Companies: AWAY, ETR:HTL, EXPE, FRA:CLV/CTRP, HKG:0700, LONG, OWW, PCLN, SIN:5AM, TZOO Click here to download the report (.pdf) Summary of Findings Overall online bookings are increasing in the United States, Europe and China. Internationally Expedia […]
Lancôme’s Labor Day Launch at Ulta to be a Huge Success
Research Question: When will Ulta stores expand with additional Lancôme products, and how will it be received by customers? By: David Franklin & Ryan Duck Companies: EPA:OR, ULTA Click here to download the report (.pdf) Summary of Findings L’Oréal SA’s (EPA:OR) Lancôme products recently have become available at three of the six Ulta Salon, Cosmetics & […]
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