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September, 2012  // Posts published in September, 2012

Sales Growth Expected to Continue for GNC Stores and Online

Research Question: Will GNC store sales slow over the next three to 12 months? By: David Franklin Companies: AMZN, COST, GNC, VSI, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Factors cited as driving sales at GNC Holdings Inc. (GNC) include convenient store locations, reasonable prices, high product quality, broad selection, new products, […]


UGG Surplus for Producers, Not Retailers; No Low Shearling Price for DECK

Research Question: Does the market have a surplus of UGGs because of last year’s warm fall and winter, and has UGG’s popularity waned this season? By: Susan Jennings Kantari Companies: DECK Click here to download the report (.pdf)   Summary of Findings Supplier and manufacturing sources said surplus UGGs in Chinese manufacturing plants are restricting Deckers Outdoor Corp. […]


Sep 26 2012 Semiconductors, Technology

IPG’s Laser Lead Secure for the Near Term, Challenges Lie Ahead

Research Question: Are large, industrial fiber laser manufacturers eroding IPG Photonics’ market share and margins? By: David Franklin Companies: COHR, GSIG, IPGP, JDSU, NEWP, OCLR, RSTI Click here to download the report (.pdf)   Summary of Findings Eight of the nine sources who commented expect IPG Photonics Corp. (IPGP) to maintain or expand its leading position in the […]


GMCR’s K-Cup to Lose Share Based on Generics’ Price; Competitor Quality a Question

Research Question: With several K-Cup patents expiring, will Green Mountain Coffee experience a significant decrease in sales as competition heats up? By: Reverdy Johnson Companies: BBBY, DNKN, GMCR, KFT, KR, NESN:VX, SBUX, SJM, SVU, SWY, THS Click here to download the report (.pdf)   Summary of Findings Eighteen of 24 sources believe Green Mountain Coffee Roasters Inc.’s (GMCR) […]


Travel Reviews Shield TRIP and Are GOOG’s Next Step to Reshaping Industry

Research Question: Will Google’s foray into the online travel sector take share from OTAs and review websites such as TripAdvisor? By: Susan Jennings Kantari Companies: AWAY, EXPE, FB, GOOG, KYAK, OWW, PCLN, TRIP, YELP Click here to download the report (.pdf)   Summary of Findings Google Inc. (GOOG) has online travel agencies (OTAs) worried, but will not take […]


Containerboard Price Hikes Will Stick If Boxes Also Increase

Research Questions: Will the containerboard price hikes hold and, if so, will they be passed on to end users or absorbed by box manufacturers? By: Carolyn Marshall &  David Franklin Companies: BZ, CAS, INGR, IP, KS, PKG, RKT, TSE:CAS, TSE:UFS/UFS, WY Click here to download the report (.pdf)   Summary of Findings Nine of 15 sources expect […]


Sep 14 2012 Basic Materials, Chemicals

Drought to Cultivate Demand for MON’s DroughtGard in 2013

Research Question: Will current drought conditions fuel 2013 sales of DroughtGard, Monsanto’s drought-tolerant corn seed? By: David Franklin Companies: DD, DOW, MON, SYT Click here to download the report (.pdf)   Summary of Findings Twenty-three of 28 sources expect DroughtGard, Monsanto Co.’s (MON) drought-tolerant corn seed, to be in high demand for the 2013 growing season as […]


OPEN’s TopTable Faces Integration, Marketing Challenges in UK

Research Question: Can a new technology platform and real-time booking availability help OpenTable’s U.K. business, TopTable, grow restaurant subscriptions and diner usage? By: Reverdy Johnson Companies: OPEN, TRIP, YELP Click here to download the report (.pdf)   Summary of Findings Restaurant sources using OpenTable Inc.’s (OPEN) TopTable are not eager to upgrade to the subscription model from […]


OLED Leader PANL Will See More Patent Challenges As Market Scales Up

Research Question: Is Universal Display Corp.’s current OLED patent strategy defensible, and is the company positioned to grow for the remainder of 2012? By: David Franklin Companies: AAPL, AMS:PHIA/PHG, AMZN, ETR:BAS, FRA:MRK, FRA:SIE/SI, KRX:005930, PANL, TYO:4901, TYO:6701, TYO:6752, TYO:6753, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings Universal Display Corp. (PANL), also known as […]


Sep 11 2012 Media & Print, Technology

Digital Ad Spending in China Still Climbing in Third Quarter

Research Question: Is digital advertising spending in China continuing to grow and if so, what is fueling growth? By: Reverdy Johnson Companies: BIDU, FMCN, HKSE:1688, KUTV, SINA, SOHU, YOKU Click here to download the report (.pdf)   Summary of Findings Five of seven digital advertising agency executives said digital advertising budgets for their clients are growing between […]