March, 2014 // Posts published in March, 2014
Dollar Store Growth Expected to Remain Strong Throughout 2014
Research Question: Will dollar stores continue to thrive in 2014, or is the recent period of growth cyclical and nearing its end? Companies: BIG, CVS, DG, DLTR, FDO, FRED, RAD, TGT, TSE:DOL, WAG, WMT By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Dollar stores’ sales will continue to grow through year’s end, […]
App Gives EXPE Lead, Positions it for Growth in OTA Mobile Market
Research Question: Which OTA company leads in mobile conversion rates, and which is most popular with consumers? Companies: EXPE, OWW, PCLN, TRIP By: Susan Jennings Click here to download the report (.pdf) Summary of Findings Expedia Inc. (EXPE) was identified most often as leading the way in mobile app popularity and cited as well-positioned for growth, according […]
Demand for ETL’s Satellite Capacity to Be Stable in Near Term
Research Question: How will demand for Eutelsat’s video business be affected by better compression technologies and the rollout of Ultra HD? Companies: BSYBY, DIS, DISCA, EPA:ETL/EUTLF, EPA:SESG, I, NWS, ORAN, SKDTY, TWX, TYO:6758, VIA, VIVHY, WSE:CPS By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Video customers’ demand for Eutelsat Communications S.A.’s (EPA:ETL/EUTLF) satellite […]
Second Wave of Bitcoin Companies Bring Innovation, Stability to the Platform
Research Question: What roles will firmer regulations and increased developer activity have on Bitcoin’s growth and acceptance by consumers and businesses? Companies: AAPL, AMZN, EBAY, FB, GOOG, ICE, MA, MGI, V, WU By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings The “second wave” of Bitcoin companies continues to promote the development of […]
LULU Continues to Stand Out As Women’s Activewear Leader
Research Question: Is Lululemon’s reign of the women’s activewear market coming to a close? Companies: ADDYY, DKS, GPS, HBI, JWN, KRX:081660, LULU, M, NKE, PVH, TGT, VFC, UA, WMT By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Lululemon Athletica Inc. (LULU) remains the top women’s activewear producer and is not at risk […]
RetailMeNot E-commerce & Mobile Coupons Tops, In-store Program Faces Challenges
Research Question: How defensible is RetailMeNot’s ecommerce coupon business model, and is their emerging in-store coupon program gaining traction? Companies: COUP, FB, GOOG, GRPN, SALE By: David Franklin Click here to download the report (.pdf) Summary of Findings RetailMeNot, Inc. (SALE) is poised to maintain its leading position in the e-commerce coupon industry, as 19 of 27 […]
Competitors Closer to Unseating OpenTable
Research Questions: Can restaurants survive without OpenTable? Is the software service easily replaced? Companies: OPEN, SNI, YELP By: Susan Jennings Kantari Click here to download the report (.pdf) Summary of Findings Although OpenTable Inc. (OPEN) is a powerhouse in terms of market share and services, it is not indispensable to restaurants, which are seeing a growing number […]
Few Salespeople See Value in Paying for Premium LNKD Account
Research Question: Is a premium LinkedIn account a must-have for salespeople? Companies: CRM, FB, GOOG, LNKD, ORCL, TWTR, VOCS By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Sales professionals view LinkedIn Corp. (LNKD) as a useful tool but do not consider a premium subscription to be vital. Eight of 24 sales professionals […]
Cloud Options Increasingly Confuse Data Hosting Decisions
Tech Trends You Need to Know Companies: IBM, MSFT, AMZN, GOOG, YHOO, EQIX, CONE, RAX, DFT, DLR By: John Harrington Click here to download the report (.pdf) Highlights Top-tier IT industry sources warn the proliferation of cloud networking companies is creating a customer buying cycle bottleneck, potentially affecting numerous vendors’ revenue in 2014. Mistrust of using […]
ADT’s Growth Prospects Threatened by Traditional Competitors, Not Cable/Telecom
Research Question: Are home security/monitoring solutions from cable and telecom companies causing a significant drop in ADT’s business? Companies: ADT, ASCMA, BX, CMCSA, GOOG, HON, T, TWC, VZ By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Customers are not switching from ADT Corp. (ADT) or other traditional home security companies to cable […]
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