Description: ESPN, which laid off 100 people this week, has a multitude of problems, but the basic one is this: It pays too much for content and costs too much for consumers. Source: Bloomberg.com Date: April 28, 2017 Link: https://www.bloomberg.com/view/articles/2017-04-28/espn-can-t-afford-to-go-on-like-this Questions for discussion: Why is ESPN in trouble? What should management do to fix the… Read more »
Posts Categorized: Industry Analysis
Netflix standing on the threshold of 100 million subscribers
Description: SAN FRANCISCO (AP) — Netflix is on the verge of surpassing 100 million global subscribers, a testament to how much the video streaming service has changed the entertainment landscape since its debut a decade ago. Source: AssociatedPress.com Date: April 17, 2017 Link: http://hosted.ap.org/dynamic/stories/U/US_NETFLIX_MAJOR_MILESTONE?SITE=AP&SECTION=HOME&TEMPLATE=DEFAULT Questions for discussion: Summarize the key financial information provided in this… Read more »
John O’Connell discusses BlackBerry
Description: John O’Connell, chairman and CEO at Davis Rea, discusses BlackBerry. Source: BNN.ca – video report Date: April 11, 2017 Link: http://www.bnn.ca/video/john-o-connell-discusses-blackberry~1099714 Questions for discussion: Summarize the the analysis and advice. Do you agree?
Is American Retail at a Historic Tipping Point?
Description: Along the cobblestone streets of SoHo, Chanel handbags and Arc’teryx jackets are displayed in shops like museum pieces, harking back to the height of the neighborhood’s trendiness. But rents there are softening, and the number of vacant storefronts is rising. Source: NYTimes.com Date: April 15, 2017 Link: https://www.nytimes.com/2017/04/15/business/retail-industry.html?ref=business&_r=0 Questions for discussion: What can management… Read more »
Coach Is Ready to Make Some Big Moves
Description: The brand wants to become a luxury conglomerate. Source: Fortune.com – video report Date: April 06, 2017 Link: http://for.tn/2p5lEEb Questions for Discussions: Do you think this consolidation in the industry will be successful? Do you think the firm should wait to acquire declining brands at lower stock prices?
Jeff Bezos Says He Is Selling $1 Billion a Year in Amazon Stock to Finance Race to Space
Description: COLORADO SPRINGS — Standing against the backdrop of his New Shepard rocket booster and a full-scale mock capsule for carrying humans into space, Jeff Bezos revealed on Wednesday that he was selling about $1 billion in Amazon stock a year to finance his Blue Origin rocket company. Source: NYTimes.com Date: April 5, 2017 Link:… Read more »
E-Commerce Is Making Retail Stores Relevant Again
Description: But don’t expect to see a revival as hundreds of store continue to close. Source: Fortune.com – video report Date: Mar 30, 2017 Link: http://for.tn/2njCDlD Questions for Discussions: How did store closings affect e-commerce at Kohls? Do you think this experience can be generalized across the retailing industry? How should investors regards statistics on… Read more »
Apple’s Journey to Becoming the First Trillion Dollar Company
Description: It has some work to do. Source: Fortune.ca- video report Date: March 30 , 2017 Link: http://for.tn/2odQddI Questions for Discussions: What are the two ways Apple can continue to grow, according to the report? Who would you merge Apple with in order to continue the current growth rate? Do you think the firm can… Read more »
Eli Lilly loses NAFTA challenge brought against Canada
Description: A NAFTA tribunal has refused to question Canadian judicial interpretations of domestic patent law. Source: FinancialPost.com Date: Mar 27, 2017 Link: http://business.financialpost.com/legal-post/eli-lilly-loses-nafta-challenge-brought-against-canada Questions for discussion: Explain the decision? Why is it important to the investors?
Why Lower Oil Could Drive Gold Higher
Description: With crude back on the move again, the stalled gold-to-crude ratio may be poised to resume the upward trend. Bloomberg Intelligence’s Mike McGlone has more on “Bloomberg Markets.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Mar 20, 2017 Link: https://www.bloomberg.com/news/videos/2017-03-20/why-lower-oil-could-drive-gold-higher-video Questions for Discussions: Explain the relationship between oil and gold, according to the… Read more »