October, 2012 // Posts published in October, 2012
LeapFrog Tablet Whisper
Research Question: Can the LeapPad 2 withstand competition from the iPad mini and others to become the tablet of choice for children? Companies: Apple (AAPL), LeapFrog (LF) By tailoring its tablet to young children, LeapFrog is attempting to establish itself as the dominant tablet in this market, but challenges from the new iPad mini and […]
Tim Hortons Sees Share Plateau Following McCafé Launch in Canada
Research Question: Will McDonald’s Canadian store renovations, including the addition of McCafé premium coffee products, cause a loss in share for Tim Hortons? By: Reverdy Johnson Companies: BKW, DNKN, MCD, SBUX, THI/TSE:THI, WEN Click here to download the report (.pdf) Summary of Findings Fifteen of 24 non-customer sources who commented said Tim Hortons Inc. (THI/TSE:THI) is a […]
OTT Whisper
Research Question: Are internet subscription services like Netflix and Hulu Plus losing out as MSOs succeed in offering OTT content to viewers? Companies: Apple (AAPL), Amazon (AMZN), CBS Corp (CBS), Comcast (CMCSA), Coinstar (CSTR), Cablevision Systems Corp (CVC), Netflix (NFLX), Time Warner Cable (TWC), Time Warner Inc (TWX), Viacom (VIA) Blueshift’s initial research reveals increasing pressure from […]
Retail Reinvention Whisper
Research Question: How are companies reinventing the retail experience to get customers to continue shopping in stores? Companies: Amazon (AMZN), Wal-Mart (WMT), Target (TGT), eBay (EBAY), Walgreen (WAG), CVS Caremark (CVS), Procter & Gamble (PG), Colgate-Palmolive (CL) Initial research by Blueshift reveals changing ways consumers shop for typical CPG items as convenience and cost savings from […]
Family Dollar/Dollar General Whisper
Research Question: Are new product offerings, remodels, and strategic sourcing and marketing driving sales for Family Dollar and Dollar General? Companies: Family Dollar Stores (FDO) & Dollar General (DG) Initial research by Blueshift indicates a successful start for specific initiatives from Family Dollar and Dollar General, with questions surrounding long-term viability and margin pressure. Observations New initiatives from […]
VeriFone/Square Whisper
Research Question: Is Square on the verge of taking significant share from VeriFone and other payment solution leaders? Companies: VeriFone (PAY), Square Initial research by Blueshift indicates Square gaining steam, but questions remain whether it is attractive enough outside of small businesses to threaten VeriFone. Observations According to Juniper Research, by 2015 $1.3 trillion […]
Sales Run for TJX, Ross Will Continue
Research Question: Can off-price retailers T.J. Maxx, Marshalls and Ross continue their impressive sales run for the next three to six months? By: Susan Jennings Kantari Companies: BBBY, BIG, DSW, ROST, SHLD, SMRT, STO:HM-B, TJX Click here to download the report (.pdf) Silo Summaries 1) Suppliers Two of three sources believe off-price retailers will be able to […]
Express Whisper
Research Question: Will Express improve fashion designs and increase sales with its new go-to-market strategy? Company: Express Inc (EXPR) Initial research by Blueshift indicates Express attempting to leverage its marketing strategy to remain on trend, though brand quality, questionable styles and reliance on promotions remain concerns. Observations With slowing sales, a decrease in store […]
Herbalife Sales Will Grow During 2013, Especially Outside of U.S.
Research Question: Given Wall Street’s skepticism of Herbalife’s business model, will the company experience declining sales in the next three to 12 months? By: Susan Jennings Kantari Companies: AVP, BTH, GNC, HLF, WTW Click here to download the report (.pdf) Summary of Findings Herbalife Ltd. (HLF) sales will continue to be steady or grow during the next […]
New Stores, Products Will Boost Tumi’s Growth, but Competition, Discounting a Concern
Research Question: Will new products and store openings drive Tumi’s growth, or is the company relying too much on discounts? By: David Franklin Companies: BOS:GR, COH, HKG:1910, LVMH.PA, SFER:IM, TUMI Click here to download the report (.pdf) Summary of Findings Tumi Holdings Inc.’s (TUMI) plans to open new stores and introduce more new products, plus its past […]
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