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November, 2011  // Posts published in November, 2011

Nov 22 2011 Retail

Promos Push Ulta’s Year-End Sales; Salon Demand Up

Research Question: Aided by new products, will Ulta continue to experience strong sales for the remainder of 2011? By: Ryan Duck Companies: CVS, EPA:MC, EPA:OR, LINTA, M, SBH, TGT, ULTA, WMT Click here to download the report (.pdf)   Summary of Findings Ulta Salon, Cosmetics & Fragrance Inc.’s (ULTA) fall sales have been strong thanks to its […]


Mobile POS Payments Slow to Take Off, eBay Sellers Using Amazon and Craigslist (AMZN, EBAY)

Research Questions: Will more shoppers and brick-and-mortar merchants find it advantageous to pay with their PayPal account? Will be able to lure buyers and sellers away from eBay? By: David Franklin Companies: AAPL, AMZN, AXP, EBAY, GDOT, GOOG, GRPN, INTU, JSD:4755, MA, PAY, V, YHOO Click here to download the report (.pdf)   Summary of Findings […]


Nov 22 2011 Communications, Technology

Vidyo Threatens Cisco, Polycom; Competition Will Lower Pricing (CSCO, PLCM)

Research Question: What growth and market share shifts can the unified solutions industry expect in the next year, and what does that mean for Polycom? By: Susan Jennings Kantari Companies: AAPL, CSCO, HPQ, IBM, LOGI, MSFT, PLCM, RVSN, SHE:000063, SHOR Click here to download the report (.pdf)   Summary of Findings All sources expect the video communication […]


Oracle’s Exadata Boosts Speed, Saves Space; Cost Savings to Come (ORCL)

Research Question: What are customers’ reactions to Oracle’s second version of the Exadata database machine in terms of cost savings, data speed and space conservation? By: Reverdy Johnson Companies: CSCO, DELL, EMC, HPQ, IBM, MSFT, NTAP, ORCL, TDC, VMW Click here to download the report (.pdf)   Summary of Findings All 12 sources said Oracle Corp.’s (ORCL) […]


Elan’s AD Drugs Hold Potential, MS Drug Tysabri Mired by Rep (PRGO)

Research Questions: Will ELND005 and bapineuzumab (bapi), Elan’s pipeline treatments for Alzheimer’s disease, receive FDA approval and become blockbusters? Also, will the availability of a blood test and a treatment for the John Cunningham virus lead to increased sales for the multiple sclerosis drug Tysabri? By: David Franklin Companies: BAX, BIIB, ELN, EPA:SAN/SNY, ETR:BAYN/BAYRY, FRX, JNJ, […]


New-Home Builder Trends Slow to Change in 2011

Research Question: Will the improving Housing Market Index, reduced housing inventory, low mortgage rates and improved lending environment be catalysts for increased new-home starts? By: Reverdy Johnson Companies: DHI, KBH, LEN, MTH, NVR, PHM, RYL, SPF, TOL Click here to download the report (.pdf)   Summary of Findings Few changes have taken place in new-home building since […]


Zynga’s Dominance Threatened As Games Fade, EA Rises (ZNGA)

Research Question: As competition heats up in the social gaming market, how is Zynga faring and what effect will Electronics Arts have on the industry? By: Reverdy Johnson Companies: ATVI, EPA:JXR, ERTS, FRA:RZP, GA, MSFT, SEO:005930, ZNGA Click here to download the report (.pdf)   Summary of Findings The overall social game market is declining. Gamers are […]


Consulting Companies to See Near-Term Surge From Cloud Adoption

Research Question: What will be the longer-term ramifications for consulting companies as businesses increasingly shift more applications to the cloud? By: Susan Jennings Kantari Companies: AAPL, ACN, AMZN, CRM, CSCO, CTSH, DELL, EPA:CAP, ETR:SAP/SAP, GOOG, HPQ, IBM, INFY, MSFT, ORCL, RAX Click here to download the report (.pdf)   Summary of Findings IT consulting companies should expect […]


Nov 03 2011 Food & Beverage, Retail

Smart Locations, Demand for Fresher Foods Feeds The Fresh Market’s Expansion (TFM)

Research Question: As The Fresh Market expands, can it succeed outside of its core markets? By: Reverdy Johnson Companies: HTSI, KR, SVU, SWY, TFM, WFM, WINN, WMT Click here to download the report (.pdf)   Summary of Findings The Fresh Market Inc.’s (TFM) expansion is expected to be a success because of the company’s strong management, high-quality […]