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January, 2013  // Posts published in January, 2013

Jan 31 2013 Media & Print

Print-to-Digital Shift Not Significantly Harming VCI’s Shared Mail, FSI

Research Question: Has the shift to digital couponing reached a tipping point that will damage Valassis’ shared-mail and FSI business? By: Reverdy Johnson Companies: GRPN, NWS, VCI Click here to download the report (.pdf)   Summary of Findings The shift from print to digital couponing is happening at different speeds, according to Blueshift sources. There is no imminent […]


LeapPad 2 Seeing Steady Post-Holiday Season Demand

Research Question: How is demand for the LeapPad 2 since the 2012 holiday season? By: Mason Rudy Companies: AAPL, LF Click here to download the report (.pdf)   Summary of Findings Demand for LeapFrog Enterprises Inc.’s (LF) LeapPad 2 was steady during the holiday season and has remained consistent since then, according to four supplier sources also interviewed […]


Jan 29 2013 Financial

THE CLOCK: Clean Energy Report, 2013 Q1

Click here to download the report (.pdf)   EDITOR’S INTRODUCTION Every moment of every day, e-mail, RSS feeds, Tweets, blogs, Facebook posts, and texts deluge us with information and opinions about clean energy and innovation. Much of it is of high quality; a lot of it is noise. In an effort to make sense of it […]


Jan 29 2013 Services, Travel & Leisure

TripAdvisor’s New Meta-Search Display on Track to Boost Growth

Research Question: Will TripAdvisor’s new hotel meta-search display for mobile users increase consumer traffic and bookings while growing advertising revenue? By: Susan Jennings Kantari Companies: GOOG, OWW, PCLN, TRIP, YELP Click here to download the report (.pdf)   Summary of Findings Nine of the 12 sources who commented on the impact of TripAdvisor Inc.’s (TRIP) meta display believe […]


Abiomed Growth Challenged by FDA, DOJ and a Small Patient Group

Research Question: Can Abiomed maintain its current annual growth rate despite investigations into its marketing and labeling practices and the FDA’s ruling for its Impella devices? By: David Franklin Companies: ABMD, STO:GETI-B, THOR Click here to download the report (.pdf)   Summary of Findings Twenty of 26 sources expect Abiomed Inc.’s (ABMD) sales of its Impella products to […]


Jan 23 2013 Food & Beverage, Retail

Green Mountain’s K-Cup Sales Climbing, Private-Label Threat Muted for Now

Research Question: Are Green Mountain’s Keurig and K-Cup sales and inventory levels on track to meet expectations for the holiday season and early 2013? By: Reverdy Johnson Companies: COST, DNKN, GMCR, JAH, KRFT, KR, LCUT, SBUX, SVU, SWY, TGT, WMT Click here to download the report (.pdf)   Summary of Findings Seven of 11 office supply and online […]


Jan 22 2013 Media & Print, Technology

Local Ad Spending Off to Slow Start, National Up But Not on Par with 2012

Research Question: Will local advertisers hold up their spending in 2013 and will share shifts to digital accelerate? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, JRN, LNKD, MSFT, MNI, NFLX, NLSN, NWS, NYT, P, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings […]


Jan 18 2013 Recreational Products

Polaris Is the SXS Trailblazer Because of Innovation, Marketing and Quality

Research Question: Will increasing competition in side-by-side (SXS) ATVs knock Polaris off course? By: Susan Jennings Kantari Companies: ACAT, DE, PII, TYO:7012, TYO:7272, TYO:7267/HMC, TYO:7269 Click here to download the report (.pdf)   Summary of Findings Sixteen of 17 Polaris Industries Inc. (PII) and multibrand dealers said Polaris will hold onto its lead position in the side-by-side (SXS) […]


Jan 17 2013 Media & Print

Meredith Well Positioned for Print-to-Digital Shift, TV Retrans Boost

Research Question: Can fears of a slowing subscription print business be offset by growth in retransmission rates on the TV/programming side for Meredith? By: Reverdy Johnson Companies: CHTR, CMCSA, DIS, DISH, DTV, GCI, GTN, MDP, NWS, NXST, QUAD, RRD, SBGI, T, TVL, TWX, VZ Click here to download the report (.pdf)   Summary of Findings All six sources […]


Jan 17 2013 Consumer Goods, Technology

Wii U Not Seen as Next-Gen but Should Keep Nintendo Competitive

Research Question: Is Nintendo’s Wii U unique enough to be a hardware mainstay with strong software attach rates in 2013 and beyond? By: David Franklin Companies: MSFT, NTDOY, SNE Click here to download the report (.pdf)   Summary of Findings Nintendo Co. Ltd.’s (NTDOY) new Wii U is viewed as an evolutionary development for the Wii, not a […]