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May, 2013  // Posts published in May, 2013

Ulta Sitting Pretty for Rest of Year But Needs a Better Online Presence

Research Question: Will increasing competition and slowing industry sales stall Ulta’s growth in 2013? By: Susan Jennings Kantari Companies: AMZN, BBBY, CVS, EPA:MC, JWN, M, RAD, SBH, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Stores, customers and suppliers continue to see strength for Ulta Salon, Cosmetics & Fragrances Inc. (ULTA). […]


ADT Is Safe from Cable/Telcos Taking Home Security Share

Research Question: Are new cable/telco home security products taking market share from ADT and other traditional home security companies? By: Ryan Duck Companies: ADT, CMCSA, HON, TWC, UTX, VZ Click here to download the report (.pdf)   Summary of Findings Cable/telco home security products are not taking share from ADT Corp. (ADT) and other traditional home security companies, […]


May 24 2013 Media & Print, Services

Meredith Stays Afloat in Print Industry, Rides the TV Retrans Rate Wave

Research Question: Will Meredith cut back on its print runs? Will retransmission rates continue to grow for Meredith on the broadcast TV side? By: Reverdy Johnson Companies: BLC, FSCI, GCI, MDP, MEG, QUAD, NXST, RRD, SSP, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Meredith Corp. (MDP) appears to be “weathering the storm” […]


May 22 2013 Communications, Technology

BlackBerry 10 OS Too Little, Too Late

Research Question: Will the BlackBerry 10 operating system save Research In Motion? By: Susan Jennings Kantari Companies: AAPL, BBRY, GOOG, MSFT Click here to download the report (.pdf)   Summary of Findings Research In Motion Ltd.’s (BBRY) BlackBerry 10 operating system, or BB10, will enable the company to maintain its current enterprise user base, but regaining consumer market […]


Second Quarter Advertising Spending Sprints In After Slow Start

Research Question: Did advertising spending pick up in 2Q13? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, MSFT, NWS, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings In an update to our April 9 advertising industry quarterly report, we found: Network TV/cable spending […]


May 17 2013 Automotive, Consumer Goods

NAV Set for Long-Haul Recovery; Warranty, Quality Issues Remain

Research Question: Will new leadership and the release of new engines help Navistar regain its market share and return to profitability? By: Susan Jennings Kantari Companies: CAT, CMI, ETR:DAI, F, NAV, PCAR, STO:VOLV B Click here to download the report (.pdf)   Summary of Findings †  Sixteen of 18 sources believe Navistar International Corp. (NAV) will be able […]


May 16 2013 Retail, Services

Demand for Premium Pet Food Boosts PetSmart’s Competition

Research Question: How is PetSmart’s business? What are its competitive threats, especially with regard to pet food? By: Reverdy Johnson Companies: AMZN, CAG, CL, PETM, PETS, PG, SWY, TGT, VTX:NESN, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Demand for premium pet food is growing rapidly across all channels, and these higher-priced products […]


May 15 2013 Services, Travel & Leisure

Cruise Industry Largely Immune to Carnival’s Mishaps, Steep Discounts

Research Question: Will recent negative publicity regarding the cruise industry cause a decline in cruise bookings and fares for the remainder of 2013? By: David Franklin Companies: CCL, DIS, HKG:0678, RCL Click here to download the report (.pdf)   Summary of Findings Despite Carnival Corp.’s (CCL) recent mishaps, six of 10 travel agents and four industry specialists expect […]


May 14 2013 Services, Travel & Leisure

TripAdvisor’s Price Display Weakens OTAs’ Significance to Hotels

Research Question: How will TripAdvisor’s price display tool change the way OTAs and hotels interact with TripAdvisor? By: Susan Jennings Kantari Companies: EXPE, GOOG, KYAK, OWW, PCLN, TRIP Click here to download the report (.pdf)   Summary of Findings TripAdvisor Inc.’s (TRIP) price display tool has made traditional online travel agencies less crucial to hotels, which now can […]


Cost, Reimbursement and Need for More Data Slow Jetrea Launch

Research Question: Is ThromboGenics’ Jetrea likely to become a first-line treatment for VMT and other related eye conditions? By:  David Franklin Companies: EBR:THR Click here to download the report (.pdf)   Research Findings How many retina specialists do you have at your practice? These 16 clinics have more than 65 retina specialists in total. How many vitrectomies […]