Outsourcing Center, Karthik Nagendra, Business Writer
Some years ago, Radio Frequency Identification (RFID) was going to bring supply chain management to the next level. Retailers like Target, Metro Cash & Carry and Walmart adopted it, only to discover that there were several challenges. Integration with SCM was one—tracking everything down to the last part/unit using RFID was turning out to not …
Outsourcing Center, Karthik Nagendra, Business Writer
Two things are of key importance in the retail industry today: margins and customer loyalty. While better sourcing, operational efficiencies and market penetration can check margins, the answers to improving loyalty or even maintaining them are complex. Retailers are increasingly being forced towards tactical solutions, rewarding customers with “money-off” deals. Much of the concept of …
Outsourcing Center, Karthik Nagendra, Business Writer
Innovation unfolding by way of mobile application usage in the financial sector is not totally unexpected: an increasing number of customers are walking around with smart phones, transacting in virtual worlds, accessing information 24X7, changing market dynamics and providing unlimited opportunities. Time has literally begun to translate into money. ComScore (NASDAQ: SCOR) [i] reported earlier …
Joseph D. Foresi
Back to Market Analysis home The sprint is on until the end of 2012. Recent stock price movements look sustainable in the absence of 2013 visibility, which we don’t expect this quarter. Investors remain locked in their positions, “Playing Prevent Defense Until Year End”. The decision to trim positions at 52-week highs is the easy …
David J. Koning CFA
Back to Market Analysis home Remain selective in IT Services, favoring CTSH/BPO providers, but would look to get more constructive around pullbacks in Neutral-rated stocks. CTSH is our best idea, given expectations for reaccelerating yoy revenue growth in Q4 (high historical correlation of growth acceleration and multiple expansion). Highlights from our recent trip to the …
Joseph D. Foresi
Back to Market Analysis home INVESTMENT CONCLUSION: We maintain our NEUTRAL rating on Paychex following better than forecast first quarter results. Paychex lacks a immediate catalyst as new business formation remains muted and margins are held back by investments. There is the potential that the company loses market share to technology based vendors over the …
Outsourcing Center, Patti Putnicki, Business Writer
16th Annual Outsourcing Excellence Awards—Best Financial Services: Deutsche Bank and Accenture The world’s largest procurement BPO engagement has realized its vision. “Working as one cohesive team, we over-delivered on our business case and we’re still on an upward trajectory. Eight years after initiating the largest procurement BPO engagement in the world, we’re here, we’re successful and …
Joseph D. Foresi
Back to Market Analysis home The market has moved up recently, implying the economy has improved. Although there may be small incremental gains, we are far from being out of the woods in our opinion. We are getting indications that demand is stable in the outsourcing group, but no indications of acceleration. The net result …
Outsourcing Center, Patti Putnicki, Business Writer
Why go to a store when you can purchase online? Thanks to innovative mobility strategies, consumers will soon have plenty of reasons. Instead of focusing efforts on lackluster mCommerce, retailers are now looking at mobility solutions as a means to enhance their customers’ in-store experiences, drive loyalty and increase per basket sales. “We’re seeing the …
Joseph D. Foresi
Back to Market Analysis home INVESTMENT CONCLUSION: We caught up with BPO industry analysts NelsonHall. First half 2012, BPO deal conversion rates have been hampered by macro factors and risk aversion following a strong 2011, potentially leading to pent up demand. There is an increasing focus on domain expertise, which translates into a Race Up …
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