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7 Habits Up Front Be Proactive: Optimize Your Coverage Universe and Expand Your Circle of Influence Begin With The End In Mind: Don’t Miss the Macro for the Micro or the Structural for the Near-Term Put First Things First: Maintain A Catalyst Calendar and Do The Work Well Ahead Think Win-Win: Giving More Than You…
The rise of “mattress in a box” startups like Casper, Tuft and Needle, and Leesa is gaining steam and has potential to up-end traditional mattress businesses. This threat has been discussed for some time — the red bars in the chart below show document mentions of Casper, Tuft and Needle and Leesa in documents tagged…
Ascena Retail’s stock was down 25% on Tuesday after reporting disastrous 4Q16 results. The comp store sales declined -5% in 4Q16 vs. consensus estimate of -2.3% and EPS came in at $0.08 vs. consensus estimate of $0.16. Further, the company guided for a -1% to -2% comp store sale growth for FY17, despite weak comps…
We have spent the past day playing around with the new Google Trips native app. Reviews have been effusive, with titles like “killer travel app” (The Verge) and “a free, full-time travel guide” (TechRadar). The user interface is a breath of fresh air and matches the clean aesthetic we’ve come to know and love from Google,…
The retail sector is going through a rough patch due to digital disruption, weak consumer sentiment (driven by election fears), and commodity deflation, leading to a series of bankruptcies and store closures. According to Sentieo’s document search, retailers are facing the toughest of times – evidenced by drastically increased rates of store closures, and putting into question the…
As the race to the U.S. presidential elections is underway, we take a look at sectors being impacted most by the 2016 election season. Generally, in the run-up to an election, consumers tend to cut back on discretionary expenditures due to the uncertainty around the political climate. Measuring in Quantitative Terms One such sector feeling…
Last week, $YELP CEO Jeremy Stoppelman was literally “yelping” for help: Google monopolist not satisfied with above the fold they’ve now claimed “page 2” cc @kaufer #byeorganic pic.twitter.com/qGXmt2Z5K5 — Jeremy Stoppelman (@jeremys) August 5, 2016 Google systematically downranking sites is not a new phenomenon; SEO-centric companies like RetailMeNot ($SALE) have been suffering this for two…
We take a break from our regular programming to talk big picture. No snarky earnings comments, no self-promotional charts, no Rebecca Black, just real talk: The future of work is a topic very near and dear to our hearts. At Sentieo we belong to the Slack generation, and we find no better joy in our…
In our May post on $WFM we concluded that meal-kit subscription services like Blue Apron, HelloFresh, and Plated were eating (at least some of) $WFM’s lunch and that the company would see a significant drag on comps over the next few quarters. Last night, management mentioned the emerging threat of these meal-kit services in its Q3 earnings call….
“If you want to be a millionaire, start with a billion dollars and launch a new airline,” Warren Buffett is fond of saying. The chronic bankruptcies and bailouts of the airline industries are widely known in the investment world – David Einhorn even did his undergraduate thesis on the topic which helped him start his investing…
We are huge fans of Tim Westergren, who wrote the textbook on scrappy startups having founded and led Pandora through the tech implosion of the early 2000s. Doing everything to keep Pandora alive, from convincing employees to defer salaries, to maxing out personal credit cards, Tim’s vision of a Music Genome Project (US Patent 7,003,515) ultimately…
On Friday we wrote a blog post predicting a deterioration in $NFLX’s domestic and international businesses after analyzing web & social data available through Sentieo’s Mosaic offering. Yesterday $NFLX did indeed miss top and bottom line numbers and lowered guidance on quarterly net additions for both domestic and international segments, with management, largely blaming ”un-grandfathering”…
