Research Question: Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe? Companies: BME:ITX, EPA:CDI, EPA:KER, ETR:BOSS, FRA:AAH, GOOS, HKG:0458, KORS, LON:BRBY, LON:TED, PVH, RL, STO:HM-B By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Hugo Boss AG (ETR:BOSS) remains on […]
Research Question: Do shifting beauty product trends and online sales growth mean Ulta’s successful run has peaked? Companies: AMZN, COTY, CVS, EL, ELF, EPA:OR, JNJ, LVMUY, PG, REV, TGT, TYO:4911, TYO:4922, ULTA, UN, VTX:NESN, WBA, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) should be […]
Research Question: With IT security vendors all rapidly moving toward a cloud-based service model, which strategies may create new revenue growth for the major vendors? Companies: CHKP, CSCO, FTNT, GOOG/GOOGL, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf) Key Findings The first half of a calendar year is a heavy […]
Research Question: How soon until Amazon’s ventures into the sales and distribution of prescription drug and medical/dental supplies disrupt traditional channels? Companies: ABC, AET, AMZN, BRK.A/B, CAH, COST, CVS, ESRX, HSIC, JPM, MCK, OMI, PDCO, TGT, WBA, WMT, XRAY By: David Franklin Click here to download report (.pdf) Summary of Findings com Inc. (AMZN) […]
Research Question: Which effect is competition having on incumbent vendors now that cloud-based SaaS is emerging as the No. 1 IT sales strategy among numerous major tech vendors? Companies: ACN, AMZN, ASX:XRO, CRM, GOOG/GOOGL, HDP, IBM, MSFT, ORCL, RHT, WDAY By: John Harrington Click here to download report (.pdf) Key Findings Cloud-hosted software as a […]
Research Question: Will 2018 demand and pricing for oilfield services outpace 2017? Companies: BAS, HAL, HP, KEG, NBR, PTEN, RES, RNGR, SLB Click here to download report (.pdf) Highlights Demand for fraccing and drilling services in 2018 likely will outpace 2017, but well service work may remain the same.Among three service categories, well stimulation demand […]
Research Question: Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Companies: AAN, AMZN, BBY, RCII, SYF, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Aaron’s Inc.’s (AAN) Progressive Leasing will continue its rapid pace of growth, according to industry specialists and store personnel at retailers […]
Research Question: Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue to add new customers at its current pace? Companies: AMZN, BB, ETN, EVBG, FB, GOOG/GOOGL, ORCL, TWLO, TWTR By: David Franklin Click here to download report (.pdf) Summary of Findings Everbridge Inc. (EVBG) is considered an industry […]
Research Question: Can TreeHouse Foods overcome retailers pushing down prices and competitors looking to take share? Companies: AMZN, CAG, COST, CVS, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings TreeHouse Foods Inc. (THS) and many of its private-label manufacturing competitors are standing up […]
Research Question: Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Companies: AMS:AD, AMZN, BABA, KR, SFM, SVU, UNFI, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings United Natural Foods Inc. (UNFI) has little hope […]
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