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October, 2012  // Posts published in October, 2012

Oct 31 2012 Food & Beverage, Retail

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 […]


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 […]


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 […]


Deckers’ UGG Still Popular for Retailers, Shearling Prices Drop

Research Question: How is the sell-through of Deckers’ UGGs this fall, and what shearling prices will DECK see for 2013’s footwear production? By: Susan Jennings Kantari Companies: DECK Click here to download the report (.pdf)   Summary of Findings Fall sell-through of Deckers Outdoor Corp.’s UGG brand is meeting or exceeding retailer sources’ expectations. All eight store sources […]


Discounts Driving Coach Outlets, But Brand Now Less Exclusive Than Michael Kors

Research Question: Will Coach’s sales thrive at its outlet stores despite increasing competition from Michael Kors? By: Reverdy Johnson Companies: BIT:SFER, COH, EPA:MC, EPA:PP, FNP, FOSL, KORS, NKE, PVH, RL Click here to download the report (.pdf)   Summary of Findings Coach Inc. (COH) factory, or outlet, stores are experiencing strong sales, thanks to discounts and daily in-store […]


ResMed Secure in CPAP Position Despite Increased Challenges

Research Question: Are increased competition, lower reimbursements and the CMS competitive bidding program leading to less market share for CPAP industry leader ResMed? By: David Franklin Companies: AMS:PHIA, PHG, FPH, RMD Click here to download the report (.pdf)   Summary of Findings The CMS’ competitive bidding program and declining reimbursements will not reduce market share for CPAP leaders […]


Pitney Bowes’ Price, Service, Meter Obsolescence Are Concerns

Research Question: Will Pitney Bowes’ postage meter machines continue to be a staple at small, midsize and large businesses, or will PB fall victim to increasing competition from Neopost and digital offerings? By: Ryan Duck Companies: EPA:NEO, ETR:FPH, FDX, HPQ, NWL, PBI, RRD, STMP Click here to download the report (.pdf)   Summary of Findings Pitney Bowes Inc.’s […]


Top Digital Executives Predict Near-Term Ad Growth for Facebook

Research Question: Will advertising spending on Facebook accelerate or decelerate in the next three to nine months? By: Rachel Dangermond Companies: AMZN, FB, GOOG Click here to download the report (.pdf)   Summary of Findings Large advertising agencies cannot turn away from the sheer size of Facebook Inc.’s (FB) user base and will continue to boost their spending […]


M-Commerce, E-Commerce Markets Large Enough for Both Amazon and eBay

Research Question: Is eBay, fueled by its mobile app and fixed-price format, taking market share from Amazon? By: David Franklin Companies: AMZN, EBAY, FB, GOOG, MSFT Click here to download the report (.pdf)   Summary of Findings E-commerce developers and industry specialists said use of online and mobile shopping is growing, benefiting both eBay Inc. (EBAY) and […]