deteriorating competitive positions, or what we call negative moat trends. I would say a great example there would be Weight Watchers ( WTW ), a company that we thought was undervalued for a time. But really, the competitive position was being steadily eroded by
driven this market but the earnings growth may result in market up by high-single-digits in 2014. Weight-loss stocks [ WTW , NTRI ] and diet-drug stocks [ VYUS, ARNA ] have been hit with company specific issues [ the obesity problem hasn’t gone
Technologies [ AKAM ; runs 137,000 servers in 87 countries; pg 21]; Stanley Black & Decker [ SWK ; pg 22]; Weight Watchers [ WTW ; pg 23]; Ford & GM [ F for long-term, GM for short-term; pg 25]; Canadian Imperial Oil [ IMO ; pg 27; see link below
Our takeaways from Weight Watchers' 2013 Investor Day were largely constructive, as we believe management laid out a foundation to stabilize the business over the near term and position the company for longer-term growth. A turnaround will take time--management reiterated that a double-digit ...
He prefers stocks over bonds but the days of 6- or 7- friends are gone and 6-7% returns are more reasonable. His picks: WTW , BK, TAP, MSFT, SMG . He is wary of LNKD, FB, TSLA, NFLX, AMZN . Pg 37: William Thayer has an essay on not forgetting
(Reuters) - Weight Watchers International Inc shares fell as much as 21 percent after the weight management company said it expects recruitment trends to deteriorate through the year as customers...
changes, rising rates in fact signal strengthening economy, while falling rates indicates weakening economy. Weight Watchers [ WTW ; -25% from January high; -50% over 15-mo] has done poorly due to ill-times buybacks in 2007 and 2012 to pay the European
the company has access to additional cheap debt, and also, we point out, if stock price remains low. Weight Watchers International WTW Shares of Weight Watchers could remain in the penalty box for some time as investors absorb the operational
As Weight Watchers WTW looks to strengthen its competitive position outside its core in-person meetings business, we think it makes sense for the firm
The first few weeks of the calendar year are critical for Weight Watchers WTW , and while the company experienced a modest initial lift following the soft launch of its new Weight Watchers 360 program and