Publications

Publications & Presentations

Battery Items

  • Quarantine Performance Review: Energizer Batteries, this links to our article on Seeking Alpha, April 18, 2020, highlighting Energizer and Duracell battery sales since the start of quarantines and lockdowns
  • The Hurricane Harvey Battery Analysis, this links to our article on Seeking Alpha, October 5, 2017, highlighting the incremental impact on the battery category from Hurricane Harvey
  • Energizer: Online Battery Market Threat Overblown, this links to our article on Seeking Alpha, September 7, 2017, highlighting why the fears of online and Amazon competition in the household battery category are overblown.
  • The Household Battery Market: Energizer, Duracell, Rayovac, this links to our article on Seeking Alpha, August 27, 2017 highlighting long term trend expectations for the household battery category and implications of the Energizer increased focus on lithium and discontinuance of EcoAdvanced.
  • Household Battery Industry Gross Margin Prognosis, published on Seeking Alpha, April 28, 2017, updating commodity costs, battery pricing on margin implications.
  • The Energizer Vs. Duracell Market Share Story, this links to our article on Seeking Alpha, April 27, 2017, highlighting Energizer progress in closing the share gap with Duracell.
  • Energizer Holdings – A Progress Report, this links to our article on Seeking Alpha, November 17, 2016, highlighting Energizer progress in closing the share gap with Duracell.
  • The Energizer Opportunity Revisited, this links to our article on Seeking Alpha, August 28, 2016, tracking the Energizer progress in closing the brand share gap with Duracell.
  • The Energizer Battery Christmas Season, this links to our article on Seeking Alpha, November 20, 2015, comparing the latest trends and brand shares with the comments on Energizer’s conference call.
  • Energizer And Duracell Market Shares, this links to our article on Seeking Alpha, August 23, 2015, highlighting the latest battery market and brand share trends.
  • The Technology Story For Energizer:  This links to our article on Seeking Alpha, July 17, 2015, about patent activity from the big 3 battery household companies and implications for innovation.
  • Energizer Gross Margin Prognosis: This links to our article on Seeking Alpha, June 29, 2015, about margin expectations household battery industry and the independent battery company being spun off from Energizer on July 1, 2015. We focus on pricing expectations and materials cost expectations.
  • The Energizer Battery Opportunity: This links to our article on Seeking Alpha, June 18, 2015, about the opportunities for the independent battery company being spun off from Energizer on July 1, 2015.
  • 2012 Annual Battery Review: This is one of our Annual Household Battery Reviews covering the battery market and trends in the United States, Europe and Japan. The current edition issued in March 2014 is available for $500. Please contact us for further to obtain a copy or get more information.
  • High Power Primary Batteries – They just might last longer than you think! Presented at the Portable Power Conference, September 2005 and in updated form at the International Battery Seminar, Fort Lauderdale, FL, March 2006
  • The Balance of Power – Power vs. feature trade-offs for portable computers and organizers. Presented at the Portable Power Conference, San Francisco, CA, September 2003

Forecasting Items