Tuesday, August 02, 2005

Online ad prices push another company to offline ads (DIET 2Q05 conf call quotes)

eDiets (ticker: DIET) CEO David Humble gave one of the clearest descriptions to date of the inflation in online ad prices on his company's Q2 conference call. Excerpts:

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Posted by David Jackson on August 2, 2005 at 12:07 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: E-tailing, ticker: DIET | Permalink | Comments (0) | TrackBack (0)

Thursday, April 28, 2005

eDiets beats EPS estimate, but marketing spend still a problem (1Q05 earnings results)

eDiets (ticker: DIET) met the consensus revenue estimate but beat the EPS number by a penny. Details and a quick comment:

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Posted by David Jackson on April 28, 2005 at 04:51 PM in Earnings results, Sub-sector: E-tailing, ticker: DIET | Permalink | Comments (0) | TrackBack (0)

Friday, March 18, 2005

Victims of pay-per-click ad inflation

The most striking theme that ran through the Q4 financial results of Internet companies, irrespective of size, was the impact of rising pay-per-click ad prices. The winners were the ad brokers - Google and Yahoo. The losers were companies that rely on advertising to attract traffic, as their marketing expenses grew faster than their revenues.

This is a critical theme for investors (rather than short-term traders). Do you own stocks in companies that are dependent on advertising and helpless in the face of rising costs? Here's a list of the victims, with the relevant stats and comments from The Internet Stock Blog's write-up of their Q4 results or recent SEC filings:

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Posted by David Jackson on March 18, 2005 at 10:25 AM in Sector Themes/Outlook, ticker: AMZN, ticker: BFLY, ticker: DIET, ticker: DSCM, ticker: EBAY, ticker: ECST, ticker: EELN, ticker: LGBT, ticker: MNST, ticker: NILE, ticker: ODMO, ticker: OSTK, ticker: PCLN, ticker: PRVD, ticker: SHOP, ticker: SPRK, ticker: TSCM | Permalink | Comments (3) | TrackBack (2)

Monday, March 07, 2005

WeightWatchers.com more profitable and growing faster than eDiets - DIET

Weight Watchers International CEO Linda Huett provided data about WeightWatchers.com on her Q4 '04 earnings conference call. These are important stats for investors in eDiets (ticker: DIET) and those tracking eCommerce growth generally. Here are the relevant quotes, plus comments:

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Posted by David Jackson on March 7, 2005 at 08:00 AM in Conf call quotes, Earnings results, Sub-sector: E-tailing, ticker: DIET | Permalink | Comments (0) | TrackBack (0)

Thursday, February 24, 2005

eDiets (DIET) investors lose wallet-weight after Q4 results (4Q04 earnings)

Micro-cap online diet company eDiets.com (ticker: DIET) reported Q4 numbers this morning that led to a 20% pummeling of its stock in subsequent trading. Details and comments (look at the percentage of subscription revenue spent on sales and marketing and be amazed!):

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Posted by David Jackson on February 24, 2005 at 12:12 PM in Earnings results, Sub-sector: Services, ticker: DIET | Permalink | Comments (0) | TrackBack (0)

Wednesday, February 23, 2005

Will eDiets.com (DIET) meet its own goals, or will the stock get slimmed-down?

Comments made by eDiets.com (ticker: DIET) CEO David Humble on his company's 3Q04 earnings call now seem prescient. But they also set a clear yardstick for judging whether the company's Q4 results (which it reports Thursday morning before market open) are successful. Here's what he said, and a quick comment:

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Posted by David Jackson on February 23, 2005 at 12:08 AM in Conf call quotes, Sub-sector: Services, ticker: DIET | Permalink | Comments (0) | TrackBack (0)