September, 2013 // Posts published in September, 2013
Gun Sales Growth Has a New Normal, Ammo Supply Still Short
Research Question: Will sales growth for gun and ammunition manufacturers continue to be explosive, or will it return to more normal levels? By: David Franklin Companies: ATK, OLN, RGR, SWHC Click here to download the report (.pdf) Summary of Findings Current and Future Gun/Ammo Sales and Market Share Demand and sales for guns and ammunition experienced […]
Tempur-Pedic Struggling to Grow Share Amid Lower-Price Competitors
Research Question: Is Tempur Sealy continuing to lose market share to competitors’ foam mattresses? By: Susan Jennings Kantari Companies: SCSS, TPX Click here to download the report (.pdf) Summary of Findings Tempur Sealy International Inc. (TPX) is struggling to grow its market share amid competitors with lower price points. The foam mattress trend continues to grow. […]
Rovi Safe in Near-Term IP Licensing But Lags in Tech Innovation
Research Question: Will Rovi’s base TV guide licensing be at risk when long-term contracts come up for renewal with MSOs in 2015 and 2016? By: Seth Agulnick Companies: AMZN, ARRS, CHTR, CMCSA, CVC, DISH, DTV, GOOG, NFLX, ROVI, SATS, TWC, YHOO Click here to download the report (.pdf) Summary of Findings Large MSOs such as Comcast […]
IMAX Worth the Premium Price, Moves Ahead with Expansion
Research Question: Will soaring ticket prices derail IMAX’s expansion plans? By: Chris Jenks Companies: CKEC, CNK, DLB, RGC, RLD, TSE:IMX/IMAX Click here to download the report (.pdf) Summary of Findings All 15 sources in the U.S. and China said IMAX Corp. (TSE:IMX/IMAX) has successfully branded itself as a movie experience that is worth the premium ticket […]
Herbalife Q3 sales mixed in U.S., strong in Europe and China
Research Question: Are consumers and distributors backing off from buying Herbalife products so far in Q3 as scrutiny continues on safety issues and its possible pyramid scheme? By: Susan Jennings Kantari Companies: BTH, HLF, NUS Click here to download the report (.pdf) Summary of Findings Distributors and consumers continued to buy Herbalife Ltd. (HLF) products in […]
LifeLock Lacks a Distinct Product in a Crowded Market
Research Question: Can LifeLock maintain its leading position in the identity protection industry as competition heats up? By: Chris Jenks Companies: BAC, EFX, INTX, LOCK, LON:EXPN/EXPGY, WFC Click here to download the report (.pdf) Summary of Findings All eight sources within the ID theft protection sector described LifeLock Inc. (LOCK) as the industry’s leader. However, LifeLock’s […]
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