Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

March, 2014  // Posts published in March, 2014

Mar 31 2014 Retail, Services

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, […]

Read more...

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 […]

Read more...

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 […]

Read more...

Mar 26 2014 Financial, Technology

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

Mar 12 2014 Technology

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 […]

Read more...

Mar 10 2014 Services, Technology

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 […]

Read more...