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July, 2012  // Posts published in July, 2012

Jul 30 2012 Personal Services

Weight Watchers’ Attendance Still Challenged As More Members Go Online

Research Question: Are Weight Watchers’ poor meeting attendance rates fixable? By: David Franklin Companies: FRA:HOO/HLF, NTRI, VTX:NESN, WTW Click here to download the report (.pdf)   Summary of Findings Customer surveys and five of seven industry specialists indicate Weight Watchers International Inc’s. (WTW) meeting attendance is declining because of greater use of its online program, increased competition, confusion […]


BI Growth To Outpace Other Business Software Initiatives; MSTR, QLIK Well Positioned

Research Question: Which is the best analytic tool in today’s growing market for big data? By: Reverdy Johnson and Guido Gualandi Companies: CRM, IBM, MSTR, ORCL, QLIK, SAP, TDC, TIBX Click here to download the report (.pdf)   Summary of Findings Business intelligence (BI) is a top priority for IT managers as executives clamor for access to real-time data […]


Digital’s Appeal Wards Off Economic Woes, Local Landscape Rocky

Research Question: Has the second-quarter slowdown in local advertising markets abated? Is digital advertising, particularly social and online video, growing despite the economy? By: Rachel Dangermond Companies: AOL, BLC, CBS, CCO, CMCSA, CMLS, DIS, FB, GCI, GM, GOOG, JRN, LAMR, MSFT, MNI, NWS, NYT, SBGI, T, TWX, YHOO Click here to download the report (.pdf) July 26 Update Digital […]


Jul 26 2012 Food & Beverage, Retail

Sysco’s ERP Rollout on Track, but Rising Food Costs a Concern

Research Question: Will ERP rollout delays and rising food costs hurt Sysco’s margins? By:  Susan Jennings Kantari Companies: SAP, SYY Click here to download the report (.pdf)   Summary of Findings Sysco Corp.’s (SYY) margins could decline as much as 10% due to rising food costs, although the company has been able to pass some price increases […]


Jul 19 2012 Food & Beverage, Retail

The Fresh Market’s Veteran Stores Thriving, Expect SSS Increase

Research Question: Will sales at The Fresh Market’s existing stores suffer amid the company’s aggressive store expansion? By: Reverdy Johnson Companies: KR, RNDY, SWY, TFM, WFM Click here to download the report (.pdf)   Summary of Findings The Fresh Market Inc.’s (TFM) existing locations have not suffered from the entrance of new stores. The specialty grocer category in […]


Jul 19 2012 Restaurants, Retail

Dunkin’s Expansion West Will Succeed, Existing Franchises’ SSS May Slow

Research Question: Will Dunkin’ Donuts be able to replicate its success as it expands westward and maintain sales growth in existing markets? By: Susan Jennings Kantari Companies: DNKN, KKD, MCD, PEET, SBUX Click here to download the report (.pdf)   Summary of Findings Dunkin’ Brands Group Inc.’s (DNKN) Dunkin’ Donuts will succeed in expanding into the West over […]


Capital and Operational Costs Will Draw Out Adoption of Edwards’ Sapien

Research Question: Has adoption of the TAVR procedure and Edwards Lifesciences’ Sapien heart valve stalled? By:  David Franklin Companies: ABT, BSX, EW, JNJ, MDT, STJ Click here to download the report (.pdf)   Summary of Findings Broader adoption of TAVR procedures and of Edwards Lifesciences Corp.’s (EW) Sapien valve will occur but only over time because of […]


Jul 10 2012 Travel & Leisure

PCLN’s Claims More of Europe’s Higher Hotel Bookings

Research Question: How do European hotel bookings and the market share for Priceline’s compare sequentially and year to year? By:  Susan Jennings Kantari Companies: EXPE, GOOG, PCLN, TRIP Click here to download the report (.pdf)   Summary of Findings Second-quarter bookings for European hotels were stronger sequentially. ( Inc./PCLN) has gained more share of the […]


Adobe CS6 Not a Must-Have Upgrade, But Subscription Model Lauded

Research Question: How is adoption of Adobe’s Creative Suite 6 product, and what is demand for both its one-time traditional software license and new subscription service? By:  Reverdy Johnson and  Susan Jennings Kantari Companies: AAPL, ADBE, ADSK, GOOG, IM, MSFT, NVDA Click here to download the report (.pdf)   Summary of Findings † Adobe Systems Inc.’s (ADBE) […]


VeriFone Deal Gives PayPal M-Commerce Momentum

Research Question: Will PayPal dominate the mobile POS payment industry with its VeriFone partnership? By:  David Franklin Companies: aAPL, AMZN, AXP, DFS, EBAY, GOOG, INTU, MA, PAY, S, SBUX, V Click here to download the report (.pdf)   Summary of Findings The partnership between eBay Inc.’s (EBAY) PayPal and VeriFone Systems Inc. (PAY) will not be enough […]