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March, 2013  // Posts published in March, 2013

Mar 22 2013 Retail

Dollar Stores in Position for Sales Growth in 2013

Research Question: Will dollar stores benefit from increasingly budget-conscious consumers or experience softening demand? By: Ryan Duck Companies: BIG, CVS, DG, DLTR, FDO, FRED, TGT, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Sales so far in 2013 at Dollar General Corp. (DG) and Family Dollar Stores Inc. (FDO) have remained consistent with […]

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Salesforce.com Showing Signs of Strain, Growth Questioned

Research Question: Will increased competition, including from open source and mobile options, result in slower demand for Salesforce.com’s services in 2013? By: Reverdy Johnson Companies: AMZN, CRM, GOOG, IBM, INFA, JIVE, MSFT, ORCL, SAP, WDAY Click here to download the report (.pdf)   Summary of Findings All 16 sources expect demand for SaaS and cloud solutions to continue […]

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Vitamin Shoppe Sales Getting Back on Track, Online Slow to Take Off

Research Question: What are sales trends and online prospects for Vitamin Shoppe? By: Reverdy Johnson Companies: AMZN, COST, CVS, EBAY, GNC, RAD, TGT, VITC, VSI, WAG, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Seventeen of 22 Vitamin Shoppe Inc. (VSI) regional managers and store personnel said first-quarter sales have increased 5% to […]

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Mar 15 2013 Food & Beverage, Retail

Loblaw to Lose Share to WMT, TGT on Price, Not Customer Service

Research Question: Will Loblaw lose substantial market share with Wal-Mart’s expansion plans and Target’s entrance into the Canadian market? By: Susan Jennings Kantari Companies: JCP, SWY, TGT, TSE:CTC, TSE:HBC, TSE:L, TSE:MRU, TSE:SCC, WMT Click here to download the report (.pdf)   Summary of Findings Sixteen of 28 sources believe Loblaw Cos. Ltd. (TSE:L) will lose market share to […]

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Cider Is Boston Beer’s Best Growth Opp, But Sam Adams Sales Stale

Research Question: Can Boston Beer Co. Inc. continue its current pace of significant sales and market share growth amid increasing competition? By: Reverdy Johnson Companies: AMS:HEIA, EBR:ABI/BUD, LON:DGE/DEO, LON:SAB, SAM, TAP Click here to download the report (.pdf)   Summary of Findings Boston Beer Co. Inc.’s (SAM) best chance at growth will come from its rapidly ascending Angry […]

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Zillow Offers Agents Low ROI Outside of Premier Platinum Membership

Research Question: How indispensable is Zillow for real estate agents and brokers? By: Susan Jennings Kantari Companies: MOVE, TRLA, Z Click here to download the report (.pdf)   Summary of Findings †Nine of 14 real estate sources find Zillow Inc. (Z) to be dispensable, with a low return on investment and failure to generate leads that result in […]

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Lululemon Remains in High Demand and in Command of Pricing

Research Question: Can Lululemon successfully defend and grow its market share in the activewear market as competition increases? By: Hitha Prabhakar and Reverdy Johnson Companies: BRK.A, ETR:ADS, DKS, GPS, JCP, JWN, LULU, NKE, SHLD, TGT, TJX, UA, VFC, WMT Click here to download the report (.pdf)   Summary of Findings Thirty-two of 44 sources said Lululemon Athletica Inc. (LULU) […]

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ResMed’s Hold on CPAP Market Will Be Weakened by CMS Bid Program

Research Question: Will the 47% Medicare reimbursement cut scheduled for July 1 derail ResMed’s growth and give rise to low-cost competition? By: David Franklin Companies: AMS:PHIA/PHG, ASX:SOM, BX, LNCR, NZE:FPH, RMD Click here to download the report (.pdf)   Summary of Findings All 16 sources expect ResMed Inc. (RMD) to lower its prices in order to remain competitive […]

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PayPal Well Positioned Once Consumers Take to Mobile Payments in Stores

Research Question: Will an increased retail presence and recent partnerships spur consumer utilization of and growth for PayPal’s offline and mobile payment strategies? By: David Franklin Companies: AAPL, AMXN, AXP, DFs, DNKN, EBAY, EPA:ING, GOOG, GRPN, INTU, MA, PAY, SBUX, V Click here to download the report (.pdf)   Summary of Findings Fourteen of 15 merchants, PayPal (eBay […]

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