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August, 2012  // Posts published in August, 2012

Aug 31 2012 Communications, Technology

Nokia’s Growth from Lumia Windows 8 Phone Will Be Slow, Threatened

Research Question: Will the Lumia Windows Phone 8 spark sales growth for Nokia? By: Susan Jennings Kantari Companies: AAPL, GOOG, KS:005930, MSFT, MSI, NOK, RSH, S, T, TPE:2498, TSE:RIM/RIMM, VMED, VZ Click here to download the report (.pdf)   Summary of Findings The newest Lumia smartphone will create slow growth rather than a real sales spark for Nokia […]

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Aug 30 2012 Retail

Ulta’s Veteran Stores Continue Sales Success Brand Becoming More Upscale

Research Question: Are Ulta stores open 2 or more years still on track to grow? By: Reverdy Johnson Companies: CVS, EL, EPA:MC, EPA:OR, RAD, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings †Nineteen of 29 sources expect positive sales trends at Ulta Salon, Cosmetics & Fragrances Inc. (ULTA) stores open […]

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Lululemon Fends Off Greater Competition Through Quality, Styling

Research Question: Are Lululemon’s sales declining because of increasing competition? By: Ryan Duck Companies: FRA:ADS, GAIA, GPS, HBI, JWN, LTD, LULU, NKE, TGT, UA, VFC Click here to download the report (.pdf)   Summary of Findings Lululemon Athletica Inc. (LULU) posted an increase in sales and popularity during the last three months and is expected to grow […]

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MSOs, Studios and Telecoms Emerge As OTT Winners at Netflix’s Expense

Research Question: Who will be the OTT market’s big winners and losers in the next three to six months? By: Reverdy Johnson Companies: AAPL, AMZN, ARRS, CBS, CHTR, CMCSA, CSTR, CVC, DIS, DISH, LGF, NFLX, NLSN, RENT, T, TWC, TWX, TYO:6758/SNE, VIA, VZ, YHOO Click here to download the report (.pdf)   Summary of Findings MSOs, telecoms and […]

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Aug 16 2012 Retail

Urban Outfitters Fails to Broaden Appeal, Brand Identity

Research Question: Is Urban Outfitters successfully appealing to a broader demographic with its newest designs? By: Ryan Duck Companies: AEO, ANF, APP, ARO, BBBY, GPS, JWN, M, MCE:ITX, STO:HM-B, TGT, TJX, TYO:9983, URBN Click here to download the report (.pdf)   Summary of Findings Urban Outfitters Inc.’s (URBN) current clothing is not appealing to a broader demographic. […]

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Aug 16 2012 Food & Beverage, Retail

UNFI Warehouse System Upgrades Seamless, Will Boost Margins

Research Question: Will UNFI’s upgraded warehouse systems improve its margins? By: Susan Jennings Kantari Companies: SWY, UNFI, WFM Click here to download the report (.pdf)   Summary of Findings United Natural Foods Inc.’s (UNFI) upgraded warehouse systems will improve its margins starting immediately. UNFI suppliers and buyers in large part have had no disruptions in day-to-day operations […]

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Supply Chain Has Positive Outlook on Home Renovations

Research Question: Will the improving trend in home renovations and remodeling provide widespread stimulation of the building supplier market? By: Susan Jennings Kantari Companies: DHI, FNMA, HD, LOW, MAS, SWK, USG, WHR Click here to download the report (.pdf)   Summary of Findings Service, material and retail suppliers report year to year growth of as much as […]

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Aug 09 2012 Semiconductors, Technology

IPG Growth Outlook Solid in Expanding Fiber Laser Market

Research Question: Are IPGP’s first-to-market fiber laser technologies and unique business model the right tools to drive continued growth? By: David Franklin Companies: COHR, IPGP, JDSU, NEWP, OCLR, RSTI Click here to download the report (.pdf)   Summary of Findings Fourteen of 18 sources view IPG Photonics Corp. (IPGP) as the fiber laser industry leader and its […]

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Aug 06 2012 Travel & Leisure

OTAs’ TripAdvisor Allocations Increased, Now Being Maintained

Research Question: With its traffic quality improvement strategy, will TripAdvisor see an increased share of its OTA clients’ customer acquisition budgets? By: Susan Jennings Kantari Companies: EXPE, FB, GOOG, PCLN, TRIP Click here to download the report (.pdf)   Summary of Findings TripAdvisor Inc. (TRIP) already has seen an allocation increase in customer acquisition budgets during the past […]

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Riverbed Can Cross-Sell New, Core Products for Growth Opportunities

Research Question: Is Riverbed struggling to grow within its core and new product lines? By: Reverdy Johnson Companies: AMZN, BCSI, BRCD, CSCO, CTXS, EMC, ETR:SAP/SAP, EXTR, FFIV, HPQ, IBM, JNPR, ORCL, RDWR, RVBD, VMW Click here to download the report (.pdf) Summary of Findings Ten of 16 sources said Steelhead, Riverbed Technology Inc.’s (RVBD) core product family, has […]

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