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RW Financial - Identifying Inflections in Consumer TrendsIdentifying Inflections in Consumer Trends
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RW Financial - Identifying Inflections in Consumer Trends | ranwalk.com Reviews
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Identifying Inflections in Consumer Trends
Coach (COH): Extreme Discounting & Declining Demand – RW Financial - Identifying Inflections in Consumer Trends
http://ranwalk.com/projects/charm-gallery
Coach (COH): Extreme Discounting & Declining Demand. Coach (COH): Extreme Discounting & Declining Demand. Angie’s List (ANG): Review Volume and Subscriber Growth Stalling. Holiday Season Failing to Generate Interest in Coach Bags. On Coach(COH)’s Q2 2013 call, our hypothesis was validated as US domestic comps came in negative and overall sales missed street expectations by near $100mm. Over the following year COH continued to see disappointing results ultimately highlighted by a -25% comp.
SodaStream (SODA): Tepid Holiday Demand – RW Financial - Identifying Inflections in Consumer Trends
http://ranwalk.com/projects/sodastream-soda-tepid-holiday-demand
SodaStream (SODA): Tepid Holiday Demand. SodaStream (SODA): Tepid Holiday Demand. Q1 Trends: Dramatic Deceleration Implies Negative Guidance. KORS: Too much inventory, steep discounts imply negative outlook. Weak Sell-through at retailers, higher rebates indicates fad winding down. Poor foot traffic, increased promotions lead to weaker outlook. FL: Shifting consumer preferences hurting sales. Q1 Trends: Dramatic Deceleration Implies Negative Guidance. 160 chesterfield suite 103 Cardiff CA 92007.
Travelzoo (TZOO): Local Deal Volume Deteriorating – RW Financial - Identifying Inflections in Consumer Trends
http://ranwalk.com/projects/travelzoo-tzoo-local-deal-volume-deteriorating
Travelzoo (TZOO): Local Deal Volume Deteriorating. Travelzoo (TZOO): Local Deal Volume Deteriorating. WeightWatchers (WTW): Subscribers Migrating to Free Competitors. Angie’s List (ANG): Review Volume and Subscriber Growth Stalling. PCLN, EXPE, GRPN: New Deal Products from Competitors Taking Share. SodaStream (SODA): Tepid Holiday Demand. Zulily (ZU): Unsustainable Growth Ending. SeaWorld Entertainment (SEAS): Peak Season Attendance Declining. Search Engine Changes Adversely Impacting Sales.
Angie’s List (ANG): Review Volume and Subscriber Growth Stalling – RW Financial - Identifying Inflections in Consumer Trends
http://ranwalk.com/projects/angies-list-ang-review-volumes-subscribers-stalling
Angie’s List (ANG): Review Volume and Subscriber Growth Stalling. Angie’s List (ANG): Review Volume and Subscriber Growth Stalling. Travelzoo (TZOO): Local Deal Volume Deteriorating. Coach (COH): Extreme Discounting & Declining Demand. Yelp Taking Share, Reviews Non-Organic, Engagement Slowing. In June Homeadvisor appeared to get near 5 million total visitors in August and has been growing over 80% year over year. Poor foot traffic, increased promotions lead to weaker outlook.
Zulily (ZU): Unsustainable Growth Ending – RW Financial - Identifying Inflections in Consumer Trends
http://ranwalk.com/projects/zulily-zu-unsustainable-growth
Zulily (ZU): Unsustainable Growth Ending. Zulily (ZU): Unsustainable Growth Ending. KORS: Too much inventory, steep discounts imply negative outlook. SeaWorld Entertainment (SEAS): Peak Season Attendance Declining. Logistics Problems & Decelerating Engagement. Poor foot traffic, increased promotions lead to weaker outlook. FL: Shifting consumer preferences hurting sales. Q1 Trends: Dramatic Deceleration Implies Negative Guidance. 160 chesterfield suite 103 Cardiff CA 92007.
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RanWal (Randall W) - DeviantArt
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Monday, November 28, 2005. Beer Brewing Adventure - Part 2: Bottling. October 1, 2005. This is the conclusion of our first brewing adventure: bottling the beer. It took place on Oct 1, 2005, after the 11 week lager fermentation process. First we wash the bottles. We let Patti help with that. Then we put the labels on the bottles. The label is really a work of art. Done by Jessica White. She's finally using her Bachelor's degree in Art from George Ma$on. Here's what it looks like. Tuesday, July 19, 2005.
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RW Financial - Identifying Inflections in Consumer Trends
Discovering inflections in consumer trends. 8315 Weekly Deviation Highlights. 7282015 Improving Summer Demand: CROX LULU, SKX. 7212015 Q2 Operating Result Predictions: EXPR, SKX, UA,. 7102015 Social Media Tracker Apparel: ANF, COH, DECK, SKX. 5102015 Q1 Operating Results Predictions: EXPR, KORS, ZU. Our systems target as many consumer touch points as possible, measuring consumer engagement not just unique visits. Our systems scan and scrape from thousands of websites, cleanse the information and store in...
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