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October, 2013  // Posts published in October, 2013

Oct 31 2013 Automotive, Consumer Goods

Tesla Stands Alone in Luxury EV Niche

Research Question: Will high-end electric or hybrid vehicles from BMW, Audi and Porsche pop Tesla’s bubble? Companies: BIT:F/FIATY, ETR:BMW, ETR:NSU, ETR:PAH3/POAHY, F, GM, TSLA, TYO:7201/NSANY, TYO:7203/TM, TYO:7211/MMTOF By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Tesla Motors Inc.’s (TSLA) Model S still has no direct competition; it stands alone in its class of […]

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Zillow Faces More Competition As MLSs Tighten Control of Their Data

Research Question: Will realtors’ dissatisfaction with Zillow as well as new consumer-facing efforts by local MLS sites and Realtor.com lead to Zillow’s downfall? By: Susan Jennings Kantari Companies: MOVE, TRLA, Z Click here to download the report (.pdf)   Summary of Findings Zillow Inc. (Z) is making efforts to improve real estate agents’ satisfaction with its services, but […]

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Oct 25 2013 Technology

PRLB Left Out As Production Moves In-House and Barriers to Entry Fall

Research Question: Can Proto Labs meet its high growth expectations mostly through its existing customer base? By: Susan Jennings Kantari Companies: DDD, LON:RSW, PRLB, SSYS, XONE Click here to download the report (.pdf)   Summary of Findings Growth for Proto Labs Inc. (PRLB) within its existing customer base will be limited because these customers are starting to adopt […]

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Summer Rental Car Demand Leads to Higher Rates

Research Question: Did summer rental car bookings and demand support higher rental rates, or did competition keep prices in check? Companies: CAR, DTGF, ETR:SIX2, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Summer rental car bookings increased year to year, allowing rental car companies to support firmer and upward-trending prices and […]

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Kraft Alone in Being Open to GMCR K-Cup Partnership; Peet’s Ready for Battle

Research Question: Will private-label manufacturers choose to partner with Green Mountain Coffee Roasters or compete head-to-head with the company? By: Reverdy Johnson Companies: BBBY, COST, DNKN, GMCR, KR, KRFT, LCUT, NC, SBUX, SJM, SPLS, SWY, TGT, TSE:THI/THI, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Joh. A. Benckiser’s Peet’s is highly unlikely to partner […]

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Oct 17 2013 Automotive, Consumer Goods

New Car Sales Expected to Rev Up Parts/Services Revenue in Next Few Years

Research Question: Will parts and services revenue at auto dealerships continue to accelerate for the 0- to 5-year-old units in operation based on current momentum? By: David Franklin Companies: AAP, ABG, AN, AZO, GPI, KMX, LAD, ORLY, PAG, SAH Click here to download the report (.pdf)   Summary of Findings UIO/VIO Effect on Parts and Services Revenue Over […]

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ISRG’s da Vinci Sales and Procedures Will See Slower Growth Rate

Research Question: When will Intuitive Surgical reverse the recent trend of declining sales, slowing procedure growth, increased FDA scrutiny and patient lawsuits? By: David Franklin Companies: ISRG, JNJ, NVDQ Click here to download the report (.pdf)   Summary of Findings Forty-seven of 60 sources said Intuitive Surgical Inc. (ISRG) will continue to post sales and procedure growth as […]

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UGG Becoming Less Popular, Shifting to Nonshearling Styles

Research Question: Is Deckers’ UGG inventory at the store and supplier level in line with demand, and are Deckers’ UGG supply costs rising or falling year to year? By: Susan Jennings Kantari Companies: DECK Click here to download the report (.pdf)   Summary of Findings Deckers Outdoor Corp.’s (DECK) UGG Australia inventory is in line with demand at […]

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Netflix Has Room to Grow in Low-Income Homes But New Fees Unlikely

Research Question: Can Netflix increase revenues through better demographic and mobile penetration and by charging extra for individual profiles? By: Seth Agulnick Companies: AAPL, AMZN, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, NFLX,  NLSN, OUTR, STRZA, T, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Sources expressed little support for individual […]

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Oct 08 2013 Media & Print, Technology

2013 Ad Spending Meets Expectations, 2014 to Post Slight Improvement

Research Question: Has traditional advertising agencies’ interest in Facebook and YouTube grown as of the end of the first quarter? By: Rachel Dangermond Companies: AMZN, AOL, BLC, CBS, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG, JRN, LAMR, LNKD, MNI, MSFT, NFLX, NLSN, NWS, NYT, P, RENT, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the […]

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