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December, 2014  // Posts published in December, 2014

Dec 12 2014 Retail, Services

Tractor Supply’s Expansion and Pet Plans Will Drive Growth

Research Question: Will Tractor Supply’s aggressive western expansion and investment in the pet supply market carry its current growth rate? Companies: BOOT, DE, GWW, HD, LOW, PETM, TSCO, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Tractor Supply Co.’s (TSCO) expansion plans and investment in an experiment to broaden its […]


Deep-Pocketed Giants Pose Biggest Threat to Pandora

Research Question: Can Pandora withstand increasing competition from Spotify, iTunes Radio and other streaming music providers? Companies: AAPL, AMZN, DDAIY, F, GOOG/GOOGL, IHRT, MSFT, P, S, SIRI, T, TMUS, TWTR, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will face pressure in growing its user base […]


Pushing the Internet to the “Eyeballs” on the Network Edge

Research Question: What strategies and next-generation technologies are being employed to push content across the crowded Internet toward end users? Which companies are in line to benefit as demand for enhanced IP content continues unabated? Companies: AAPL, AKAM, AMZN, CMCSA, EQIX, GOOG/GOOGL, LVLT, MSFT, NFLX, P, S, T, VZ, WIN, YHOO, ZAYO By: John Harrington […]


Dec 08 2014 Media & Print, Services

Ho-Hum Holidays for TV Advertising

Research Question: Has spending picked up in the fourth-quarter TV scatter market? Companies: CBS, CMCSA, DIS, DISCA, GCI, NWS, SBGI, SNI, SSP, TWX, VIA Click here to download the report (.pdf)   Summary of Findings The fourth quarter began with political spending buoying certain markets in which races were tight or issue advertising was heated. However, […]


Restoration Hardware Suppliers Sound Cautious Note on Sales

Research Question: Will demand for Restoration Hardware products continue to grow aggressively, and how are the company and its suppliers managing this growth? Companies: RH, WSM By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Both suppliers who were contacted for this quick check on Restoration Hardware Holdings Inc. (RH) expressed caution […]


Current Exparel Users Satisfied; FDA Concerns Create Potential Hurdles

Research Question: Has the FDA warning letter negatively affected use of Pacira Pharmaceutical’s Exparel? Companies: HCA, HYH, PCRX By: Linda Richards Click here to download the report (.pdf)   Summary of Findings Two distinct schools of thought on the impact of a September FDA warning letter to Pacira Pharmaceuticals Inc. (PCRX) emerged in this report. Industry specialists […]