Lamar's return to growth could take longer than the company expects. In prior downturns, occupancy declined while Lamar's pricing held up. During this recession, both occupancy and pricing declined.When Lamar converts static billboards to digital on land it does not own, it may have to share a
Interpublic is well-positioned to benefit as advertising and marketing become more complex.
Evolving technology and consumer preferences are forcing changes in the way goods and services are marketed. Omnicom's results could suffer if the firm can't adapt quickly enough.The company has a history of making sound capital allocation decisions, but there is a chance the firm will reach for
Focus Media is exposed to the cyclicality of the advertising market in China.Focus Media faces tough competition in the out-of-home advertising space from Vision China and other local firms.An expanding middle class in China should continue to drive increased digital advertising demand, boosting
Increased competition will largely offset secular tailwinds in the long run for ValueClick.
VisionChina's customers have been reluctant to accept price increases for the firm's services.
WPP Group is better positioned that its peers to capitalize on the growth in emerging markets.
Evolving technology and consumer preferences are forcing changes in the way goods and services are marketed. Interpublic's results could suffer if the firm can't adapt quickly enough.Interpublic historically has not allocated capital well, which is the main reason for having a holding company
Evolving technology and consumer preferences are forcing changes in the way goods and services are marketed. Omnicom's results could suffer if the firm can't adapt quickly enough.Marketers are increasingly asking for better results from their agencies while at the same time placing more scrutiny on
Evolving technology and consumer preferences are forcing changes in the way goods and services are marketed. WPP's results could suffer if the firm can't adapt quickly enough.While experienced, WPP's management has been known to overpay for acquisitions, which has led to lower returns on invested