http://www.thechannelcheckers.com Institutionalized, large scale channel checks for fundamental stock research Thu, 12 Jan 2012 20:10:03 +0000 http://backend.userland.com/rss092 en I want to provide some information on the view from The Channel Checkers on the current news about insider trading probes and other collateral "crimes" being discussed in the media. We believe that many do not fundamentally appreciate what "research" is compared to "insider information". Our view is that ... http://www.thechannelcheckers.com/2010/11/research-for-todays-market/ In April, we surveyed 23 Domino's Pizza locations to store employees about sales trends, top selling pizza specials, and competitors to Domino's. The survey asked the following questions: What is the most popular pizza deal right now? Are you busier, slower, the same as last month? Who is your primary competition? 65%% of respondents ... http://www.thechannelcheckers.com/2010/05/dominos-strength-in-april-looks-muted/  In April, we surveyed 22 department stores and jean stores to survey the store employees about sales trends, top selling brands and challenges in the high end denim market. The survey asked the following questions.   How well are high end jeans selling right now? What brand of jeans would you NOT ... http://www.thechannelcheckers.com/2010/05/true-religion-brand-strong-overall-denim-market-looks-less-robust-then-general-retail/ In April, we surveyed 28 Papa Johns locations about sales trends, top selling items and pricing for pizza in the U.S. The survey asked the following questions. 1. What is the most popular pizza deal right now? 2. Are you busier, less busy or the same as last month? 3. Who is ... http://www.thechannelcheckers.com/2010/04/papa-johns-sees-10-and-12-deals-moving-pies-in-april/ Over the past week, we surveyed California Pizza Kitchen locations to gauge trends in wait times, average billing and most popular menu items We asked the following questions:      Why do people eat here? How is business compared to last month? What is the most popular item on the menu? What is the average ... http://www.thechannelcheckers.com/2010/02/california-pizza-sees-average-check-at-36-traffic-trends-up-modestly-in-february/ Over the past week, we surveyed various Cheese Cake Factory locations to gauge trends in wait times, average billing and most popular menu items We asked the following questions: 1.What is the average wait time for a party of two? 2.What is the average bill for a party of ... http://www.thechannelcheckers.com/2010/02/cheesecake-factory-survey-shows-wait-times-traffic-levels-solid-average-check-49/ In late September and early October, we surveyed 20 Kohls locations and asked about the business activity level, inventories and best selling items. The survey asked the following questions.     How well is business today at your store? Do you have excess inventory of any product or brand that will go on ... http://www.thechannelcheckers.com/2009/10/kohls-working-off-summer-inventory-economy-impacting-business-still/ In late September and early October, we surveyed 23 Harley dealerships about sales trends, stocking and pricing for Harley motorcycles in the U.S. The survey asked the following questions.     What is the best selling motorcylce right now? Are you sold out of any models currently? How is business compared to this time ... http://www.thechannelcheckers.com/2009/10/harley-dealers-see-business-mixed-in-september-and-october/ In late September and early October, we surveyed 19 Verizon wireless locations and asked about the best selling devices for key applications (like music and e-mail). The survey asked the following questions.     What is the best selling mobile phone right now? What is the best device to get for e-mail? What is ... http://www.thechannelcheckers.com/2009/10/verizon-sees-an-uptick-blackberry-leads-sales-of-hardware/ Earlier this month we surveyed several Lululemon Athletica locations across the US to gauge trends in performance. We asked the following questions:   How much does the average customer spend per visit? What % of customers are repeat customers? What is the top selling item right now? Do you have trouble keeping the most popular ... http://www.thechannelcheckers.com/2009/08/lululemon-store-trends-look-solid-in-past-few-weeks/