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February, 2017  // Posts published in February, 2017

Signet Faces Another Tough Holiday As Valentine’s Also Disappoints (SIG)

Research Question: Will Signet Jewelers rebound from disappointing holiday sales with strong Valentine’s Day business? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings None of Signet Jewelers Ltd.’s (SIG) three main retailers—Zales, Kay Jewelers and Jared—had positive year-to-year store sales for Valentine’s Day. In fact, Zales and […]

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Douglas Dynamics’ Plow Sales Curbed by Lack of Snow (PLOW)

Research Question: Will Douglas Dynamics’ snowplow sales meet expectations this winter? Companies: PLOW, TTC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Douglas Dynamics Inc. (PLOW) will have a tough time meeting sales estimates for its plows this winter because of meager snowfall levels across large swaths of the Northeast […]

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IT Security Firms Face an Uncertain Future in a Crowded Market (CSCO, FEYE)

Research Question: What main trends are driving IT security spending at the start of 2017? What next-generation technologies are gaining traction and disrupting the market? Companies: AMZN, CHKP, CSCO, DVMT, FEYE, FFIV, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Summary IT security industry leaders will show off their wares […]

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Dollar Tree’s Family Dollar Integration Gaining Traction, Still a Work in Progress (DLTR)

Research Question: Are Dollar Tree’s integration initiatives for its Family Dollar stores producing cost savings and sales growth? Companies: BRK.A/B, CVS, DG, DLTR, FLO, PEP, TGT, TYO:3382, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Dollar Tree Inc.’s (DLTR) changes and initiatives for Family Dollar continue to be […]

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Higher Upstream Spending to Benefit Fraccing Markets First

Research Question: How will E&P capital spending fare in 2017, and which sectors will benefit first? Companies: BAS, HAL, HP, KEG, NBR, PTEN, RES, SLB, SPN Click here to download report (.pdf)   Highlights Upstream capital expenditures are expected to grow in the mid- to high single digits year to year, according to 12 drilling and […]

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Carter’s Wholesale Business Squeezed by Private Label; Amazon Not a Solution Yet (CRI)

Research Question: Will Carter’s wholesale business withstand private-label competition in 2017? Companies: AMZN, CRI, FINL, FL, HBI, JCP, KSS, M, NKE, PLCE, RL, ROST, TGT, TJX, WMT, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Carter’s Inc. (CRI) faces an uphill battle in the wholesale channel, combatting the rise […]

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RealPage Growth Will Continue, But Customer Concerns Cloud Future (RP)

Research Question: Can RealPage maintain its growth and profit trends through 2017 even as the multifamily market softens in some areas? Companies: APPF, CSGP, DATA, GOOG/GOOGL, MSFT, RP, SSNC By: David Franklin Click here to download report (.pdf)   Summary of Findings RealPage Inc. (RP) will maintain its current growth trend, thanks to its position […]

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Netgear on Track to Achieve Projected Revenue Growth in 2017 (NTGR)

Research Question: Will Netgear’s commercial and retail business segments achieve the 10% revenue growth expected by the company in 2017? Companies: ARRS, CSCO, DVMT, GOOG/GOOGL, HPE, JNPR, LOGI, NTGR, SHE:002528, TPE:2332, TPE:2357, UBNT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Netgear Inc.’s (NTGR) retail and commercial business segments are expected […]

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Skechers’ Q1 Orders Slip at Major Buyer, But 2H17 Holds Promise (SKX)

Research Question: Will Skechers’ domestic wholesale business continue to be a drag, or will new products revive the brand in 2017? Companies: ADDYY, CAL, DKS, ETR:PUM, KRX:081660, KSS, NKE, SKX, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) is struggling to regain […]

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