I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

While the firm has struggled at the hand of intense competitive pressures, challenging category dynamics, and some self-inflicted missteps over the past few years, we think its wide moat positions it ...

I am neutral on Apple (AAPL) as the company’s strong competitive position in its industry, robust profitability, and general support from Wall Street analysts is offset by its fairly high valuation ...

Telsey Advisory Group analyst Dana Telsey reiterated the Outperform rating on Birkenstock Holding plc (NYSE:BIRK) with a price forecast of $70. Yesterday, the company reported fourth-quarter fiscal ...

Shipping pioneer FedEx continues to refine its portfolio to increase margins and capture more of its clients' shipping spending. Well known for overnight parcel deliveries, FedEx has improved its ...

When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...

Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

Ofek, Elie. "Competitive Positioning Through New Product Development." Chap. 3 in Handbook of New Product Development Management, edited by Christoph Loch and Stylianos Kavadias, 49–85. Oxford: ...