Internet Retail

Published by: Wall Street Transcript

Published: Jun. 16, 2008 - 32 Pages

Table of Contents

Internet Retail Report - exclusive interviews, featuring:

Outlook for e-Commerce Companies: Scott Devitt, Stifel, Nicolaus & Company, Inc.

Internet Retailers: Jack Murphy, William Blair & Company, LLC

Internet Retailing & e-Commerce Services: Colin Sebastian, Lazard Capital Markets LLC

Online Advertising & e-Commerce: Youssef H. Squali, Jefferies & Company, Inc.

CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: Overstock.com, Inc., uBid.com Holdings, Inc.

Topics covered: Sales tax - The slowing economy - The retail sector - Consumer purchasing habits - International portfolios - The macro environment - Traditional hardline retailers - Consumer demands - Secular retail trends - Positive long-term fundamentals - Capital-efficient business models - The e-commerce services - Outsourcing services - Marketing services companies - Online advertising - Ad-driven models

Companies covered: Amazon.com (AMZN); Blue Nile (NILE); GSI Commerce (GSIC); Gmarket (GMKT); Overstock.com (OSTK); eBay (EBAY); Tractor Supply (TSCO); Staples (SPLS); Tiffany (TIF); Best Buy (BBY); Bed Bath & Beyond (BBBY); Williams-Sonoma (WSM); Circuit City (CC); Wal-Mart (WMT); Liquidity Services (LQDT); Digital River (DRIV); VistaPrint (VPRT); Google (GOOG); Yahoo! (YHOO); Shutterfly (SFLY); ValueClick (VCLK); Microsoft (MSFT); WebMD (WBMD); Internet Brands (INET); Bankrate (RATE).

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