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Eric Novinson

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Recent Articles by Eric Novinson

Jul 19, 2014 by Eric Novinson

Domino's is Jubilant in India

The pizza chain has a franchise deal with an Indian company that's dominating the market. This rapid expansion could also be good news for Dunkin' Brands.

Jul 18, 2014 by Eric Novinson

Can Zoe's Kitchen Dodge Potbelly's Problems?

Potbelly crashed after reporting poor preliminary second-quarter results and took some other fast-casual chains along for the ride. However, one of the restaurants that dropped might not have the same problems.

Jul 16, 2014 by Eric Novinson

Why The Marcus Corporation Could Deliver Supercharged Earnings

This regional hotel and movie theater owner has upgraded its resorts to cater to electric car owners.

Jul 12, 2014 by Eric Novinson

Chipotle Could Cut Costs by Rewarding Its Customers With Burritos

A food technology conference turned up a problem for Chipotle, along with a possible solution.

Jun 2, 2014 by Eric Novinson

Has Restoration Hardware Gone Too Far With Its Catalogs This Time?

Big catalogs have paid off for this upscale home furnishings retailer before, so in 2014 Restoration Hardware has sent out even more catalogs.

May 30, 2014 by Eric Novinson

Why PetSmart's Turnaround Plan Will Work

PetSmart just tanked after a poor quarter, and the earnings call explains management plans to turn the business around.

May 26, 2014 by Eric Novinson

Nordstrom Vs. Macy's: Round 1 Goes to Nordstrom

A breakdown of Nordstrom's first-quarter results explains why the department store did so well in a challenging retail environment and how this is set to continue with online sales.

May 13, 2014 by Eric Novinson

TJX Succeeds Where Target Struggles

Target has gotten rid of its CEO after a massive data breach, but recent events indicate the presence of other problems at the retailer as well. One of Target's competitors has not only recovered from a massive data breach of its own, it's also executing better where Target has struggled.

May 13, 2014 by Eric Novinson

Why a Nestle Purina Lawsuit Could Be Bad News for PetSmart

Apr 29, 2014 by Eric Novinson

Taco Bell Creates a New Fast-Casual Brand

Taco Bell has come up with another way to enter the fast-casual market. The brand has developed a new restaurant concept for its latest push, the U.S. Taco Co. and Urban Tap Room. What does this mean for Taco Bell, parent Yum! Brands, and other fast-casual and quick-service restaurants?

Apr 19, 2014 by Eric Novinson

Why Wal-Mart's Move Into Organics Could Actually Help Whole Foods

The big-box retailer's move into organic food may have shaken up some Whole Foods Market investors, but the health-food supermarket and its peers could come out ahead here.

Apr 16, 2014 by Eric Novinson

Why Zoe's Kitchen Could Outperform Its Fast-Casual Competitors

Some details from the S-1 statement of Zoe's Kitchen may help explain the market's excitement about this stock.

Apr 2, 2014 by Eric Novinson

Three Takeaways From Walgreen's Second-Quarter 2014 Results

Expansion plans, a market share gain, and more drug patent expirations show that Walgreen could end the year on a high note.

Feb 18, 2014 by Eric Novinson

With Power Laces, the Future of Shoes Belongs to Nike

A classic movie about the future could give Nike a very popular product in 2015.

Feb 15, 2014 by Eric Novinson

Alix Partners' Car-Sharing Survey Could Be Good News for Avis

Car-sharing services could result in fewer car purchases according to a new survey. Potential beneficiaries from this trend include the car-rental companies Avis and Hertz.

Feb 3, 2014 by Eric Novinson

What Papa John's Revealed at the Jefferies Winter Consumer Summit

Online ordering, international growth, and quality equipment could work in Papa John's favor.

Jan 4, 2014 by Eric Novinson

How a Slimmed-Down Fifth & Pacific Measures Up to Coach and Michael Kors

Fifth & Pacific will keep its most important brand while boasting a much stronger balance sheet in 2014.

Nov 19, 2013 by Eric Novinson

Could the Trans-Pacific Partnership Hurt the Drugstores?

Proposed generic drug rules in the TPP could be bad news for Walgreen, Rite Aid, and CVS.

Nov 6, 2013 by Eric Novinson

The Opportunity in Airport Shopping

A captive audience could be good for high-end retailers like Coach, Estee Lauder, and Michael Kors.

Oct 30, 2013 by Eric Novinson

Panera Can Recover From a Bad Quarter

This is a setback, but the company has a plan ready.

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