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). […]
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, […]
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” […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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