Trefis

ADP Bets on Small Business Growth to Offset Jobs

As the creation of new jobs slows and layoffs continue, small businesses keep hiring. ADP is betting those companies will continue to buck the trend. It's setting up new services to capitalize on that growth.

Coke Sees China Market as 'Real Thing' for Growth

Coca-Cola reported strong second quarter results, with growth coming from emerging markets like China and Russia. Coke is the leader in the Chinese market, and with it projected to keep growing at a rapid rate, the nation is a key part of the company's plan to double its 2009 revenues by 2020.

New Travel Agent Partnership Gives Expedia an Edge

By the end of 2012, one-third of the world's travel sales will be booked online. But the majority of bookings still happen through the traditional brick-and-mortar travel agents, which is why Expedia's new Travel Agent Affiliate Program is a smart growth move for the OTA.

MetLife Sells Bank Unit to Avoid New Fed Regulations

In order to avoid new federal rules and heightened scrutiny from regulators, MetLife has decided to sell its banking unit. That's a smart move for the nation's largest life insurer, and keeps it on a level playing field with its competitors.

Revlon to Give Itself a European Makeover

After successfully revising its business processes and restructuring its operations in Europe, premium cosmetics maker Revlon now plans to implement similar changes in its operations globally. Trefis examines how those changes worked in Europe, and what they mean for the company's future profits.

Is Walgreen Going Too Far With Its Higher Dividend?

Walgreen, the leading U.S. pharmacy chain, recently increased its quarterly dividend by 28.6%, the largest increase in the company's 110-year history, from 17.5 cents a share to 22.5 cents a share. But is it giving away cash it's really going to need for its expansion plans?

Did Online Travel Agencies Commit Tax Shenanigans?

Officials for some large U.S. cities are claiming that online travel agencies such as Expedia and Priceline are collecting hotel occupancy taxes from consumers, but not forwarding the full amount to governments. If the OTAs are forced to pass that tax money on, what will it do to their profits?

Nike's Direct Sales Poised to Grow in Emerging Markets

Nike is already the global leader in the athletic footwear, apparel and equipment business, and globally is where its future growth lies. Its online sales have surged, and with increasing Internet penetration in emerging markets, Trefis sees more impressive online sales growth ahead.

Big Oil Taking Small Steps Toward Big Renewables Profits

The oil industry giants are embracing alternative technologies -- including biofuels, geothermal and solar. Right now, renewable sources provide only a tiny fraction of the profits they derive from oil and gas, but they'll have a real impact on the revenues of majors like BP, Exxon Mobil and Chevron in the not-so-distant future.

Walmart Stock Has Room to Rise Via Emerging Markets

Walmart's numbers have been stagnating in the U.S. lately, but overseas in emerging markets, the world's biggest retailer has been coming on strong. Its stock has been hovering in the low $50s -- and you won't believe where Trefis puts its estimate for the real value of the low-price giant.

Coffee Price Hikes Make Starbucks Stock Look Costly

Starbucks is hiking the price of its packaged coffee by 17% to compensate for a steep increase in Arabica coffee prices. Customers habituated to Starbucks coffee might keep splurging on its products, but Trefis analysts believe the passing on of its costs will affect Starbucks' top line.

Will P&G Clean Up By Selling Us Soap on Facebook?

Procter & Gamble recently added "Shop Now" buttons to the Facebook fan pages for its of several brands such as Gillette, Olay and Tide. Even if this latest plunge into e-commerce succeeds, though, there's some question about whether it could boost P&G's bottom line.

SunPower Building America's Biggest Solar Roof

SunPower is on a roll: It just launch the most efficient mass-produced solar cell in the world and announced it will soon start construction of the biggest solar roof in North America. Is the market already too enthusiastic about the solar energy major, or is this a good time to buy?

LDK Solar Gets a Hand from Chinese Government

LDK Solar recently announced a $240 million investment by the China Development Bank, which gives it more breathing room to deal with its short-term debt situation. Right now, the market is pricing LDK at around $7 a share. Trefis thinks its worth $12. Wondering why? Read on ...

Does Facebook's Spotify Deal Threaten Pandora?

There's a new threat on the horizon for Internet radio leader Pandora: Facebook has plans to partner with music streaming service Spotify. The good news for Pandora is that Spotify isn't online in the U.S. yet. They won't compete head to head for years. But when they do, what might it do to Pandora's stock value?

Priceline's New Alerts Help Bargain Hunters Find Deals

Priceline is adding new features to allow its customers to be alerted when certain pre-set criteria are reached, yet another move by an online travel agency to personalize itself for its customers. Read what Trefis sees as the future for Priceline -- and for its stock.

Treasury's Big Stake Weighs on AIG's Stock Price

During the past month, AIG stock fell nearly 10% drop after an announcement that the government would sell some of its stake in the insurance giant. The Treasury's ownership in the company has declined from 92% to 77%, but the prospect of its future sell-offs are holding the stock down.

Fewer Deadbeats = Higher Profits for Capital One

Capital One's credit card charge-off rate -- the percentage of debt that it's unable to collect -- fell to 4.97% in April. That's the lowest default rate for the company since 2007. Trefis already thought COF stock was undervalued: See what they think the stock's upside is in light of this trend.

Norton Everywhere May Be Symantec's Mobile Moneymaker

Symantec is the global leader in the security software market, but its share of that market has been declining. Can its Norton Everywhere initiative leverage the companies strength in the PC world into the domain of smartphones and tablets?

Bills Before Beauty: Revlon Gets a Debt Makeover

Revlon's stock has been choppy lately, swinging 10% to 20% in either direction on small news items. But the cosmetics and beauty care products company has gotten its feet back under itself financially, and in Trefis' view, it's undervalued by the market. Here's why:

SunPower Holds the Lead in Solar Panel Efficiency

SunPower recently launched its SunPower E20 series of solar panels, the industry's first commercially available panels which provide a total area efficiency of more than 20%. That gives SunPower a significant competitive advantage over its competitors.

Why Google's Flight Search Will Hurt Expedia

The travel-related search market became more competitive recently when Google added flight schedules to its search results. This could have a significant impact on online travel agencies, but a look at the details of how the service works shows why it will hit Expedia much harder than rival Priceline.

Home Depot Lays a Foundation for Online Growth

Over the last few years, Home Depot has expanded its retail stores aggressively, adding more than 200 outlets annually. However, the firm has recently embarked on a $1.1 billion program to improve its Web presence while dramatically reducing the number of new store openings to around 10 in 2011.

Google Acquires Admeld to Boost Display Ad Business

Google recently acquired Admeld in order to provide better display online advertisement management services. Admeld's technology is expected to be incorporated into Google's DoubleClick Ad Exchange, and could help Google to fend off Yahoo and AOL.

Apple iMessage Takes Aim at RIM's Blackberry Messenger

Apple recently introduced iMessage, a new service that lets users send text messages, photos and videos between all Apple devices. This could challenge Research in Motion's BlackBerry Messenger service, which has been a unique selling point as the company struggles to compete with Google's Android and Apple's iPhone.

IBM Capitalizes on a Need to Make Cities Smarter

Last week, IBM announced its Intelligent Operations Center for Smarter Cities, aimed at providing in one easy package a software platform for cities to use in monitoring and managing city resources. Trefis sees this as a potentially huge boost IBM's lucrative middleware business.

Could This Be the Cure for Walmart's Dollar Store Blues?

Since the Great Recession began, Walmart has been facing heavy competition from dollar stores. In response, it recently opened the first of many Walmart Express stores. Trefis explores what effect these new smaller stores will have on the future value of the the world's largest retailer.

Home Delivery Could Deliver New Growth to Walmart

Walmart is launching an online delivery service -- "Walmart To Go" -- that will allow customers to buy food, medicine and other household goods online and have them delivered to their doors. Trefis takes a look at what this new growth opportunity means for the world's largest retailer.

Chipotle's Growth Plan May Fall Prey to High Food Costs

While Chipotle's fresh Mexican fare has many fans in the U.S., the company has also been adding new restaurants in Europe and is looking at further expansion worldwide. It reported impressive first quarter numbers -- but will higher food costs put the brakes on its expansion plans?

Priceline Has Room to Rise With Jetstar Airways Deal

Priceline recently announced a partnership with Asian low-cost carrier Jetstar Airways: Now, Priceline will provide bookings at thousands of Asian hotel properties on Jetstar's website. The potential gains from the deal should move the needle on Priceline's stock.