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January, 2014  // Posts published in January, 2014

Teva Turnaround Challenging But Likely with New CEO and Strong Initiatives

Research Question: Can Teva’s new CEO unify the company with a solution for its proprietary and generics businesses? Companies: ACT, ANIP, BIIB, BOM:524816, CAH, ETR:BAYN/BAYRY, MNTA, MYL, PATH, PFE, TLV:TEVA/TEVA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Specific awareness of Teva Pharmaceutical Industries Ltd.’s (TLV:TEVA/TEVA) new CEO Erez Vigodman was limited, but […]

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RH on Target with Gallery Concept But Misses the Mark on Colors

Research Question: Will Restoration Hardware’s shift to a full-line gallery concept increase its sales and market penetration among individual consumers and interior designers alike? Companies: ETH, RH, TJX, WSM By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings RH, formerly known as Restoration Hardware Holdings Inc. (RH), received positive feedback for its […]

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Largest Property Owners/Managers Support AWAY’s Pay-Per-Booking

Research Question: Will HomeAway’s new pay-per-booking program deliver increased revenue and rental listings, or cannibalize its subscription-based business? Companies: AWAY, EXPE, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Thirteen of 23 sources, including professional property managers with more than 1,000 properties, said HomeAway Inc. (AWAY) will increase revenue and […]

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Sirius XM Attracts Few Dealers, Customers of Used Cars

Research Question: Will Sirius’ efforts to target used car dealerships and used car buyers result in a significant new revenue stream for the company? Companies: AAPL, CCO, LMCA, P, SIRI By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Few buyers of used cars that are already equipped with Sirius XM Holdings […]

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3D Printer Market Unsaturated, Channel Not “Stuffed”

Research Question: To what extent do Stratasys’ PolyJet and 3D System’s ProJet compete, and how will this change in 2014? Also, is 3D Systems stuffing the channel? Companies: DDD, SSYS By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Stratasys Ltd.’s (SSYS) PolyJet and 3D Systems Corp.’s (DDD) ProJet are competitors, but […]

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Jan 22 2014 Entertainment, Services

Large Potential Exists for SFXE in EDM Space, Results to Follow

Research Question: Will consumer brands find SFX Entertainment’s collection of electronic dance music festivals compelling enough to become significant sponsorship partners? Companies: BUD, FB, GOOG, LYV, MSFT, SFXE, TWTR By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Thirteen of 15 sources said electronic dance music (EDM) is becoming mainstream, has significant room […]

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Getty, Shutterstock Retain Their Ends of the Stock Photo Market

Research Question: Can Getty Images maintain its higher-priced stock photo business, or is the industry shifting toward lower-priced providers like Shutterstock? Companies: SSTK, YHOO By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Getty Images Inc. will continue to dominate the high-end image market. However, it will be challenged in entering the growing […]

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Bitcoin Innovation Will Alter But Not Undermine Traditional Payment Services

Research Question: Will Bitcoin’s emergence be the downfall of traditional payment services, or will existing payment companies benefit from integrating the cryptocurrency? Companies: AMZN, AXP, BAC, DFS, EBAY, GOOG, JPM, MA, V, WU By: David Franklin Click here to download the report (.pdf)   Summary of Findings The emergence of Bitcoin will not be the total downfall of […]

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Jan 14 2014 Media & Print, Services

Spending Shifts to Digital Throughout All Media

Research Question: Where will the greatest shifts in media spending occur in 2014? Companies: AAPL, AOL, BLC, CBS, CCO, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, MSFT, NFLX, NLSN, NWS, P, SBGI, SNI, SSP, SYNC, TWTR, TWX, VCI, VIA, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Social and online video continue […]

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Jan 13 2014 Services, Travel & Leisure

Wave Season Bookings Swell, Carnival Flounders

Research Question: What is the outlook for 2014 wave season bookings, pricing and incentives, and market share? Companies: CCL, DIS, HKG:0678, LON:TT, NCLH, RCL, TYO:9101/NPNYY By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Bookings for 2014’s wave season (January through March) have swelled, while cruise pricing has been stable to up […]

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