The successful management of business supply and demand processes is an art, requiring discipline and attention to many details. There's a firm in Scottsdale, Arizona that many turn to for help along that line.
JDA Software Group, Inc. (NASDAQ: JDAS) provides programs that helps retailers, manufacturers and distributors manage their supply and demand chains, plan operations and manage revenues. It also offers point-of-sale applications to handle an array of back-office functions. The company helps some 5,500 customers in more than 60 countries. Clients include Colgate-Palmolive (NYSE: CL), OfficeMax (NYSE: OMX) and Wal-Mart (NYSE: WMT). Microsoft (NASDAQ: MSFT) is a leading strategic partner. Oracle (NASDAQ: ORCL) and SAP (NYSE: SAP) are major competitors.
The firm surprised the Street earlier in the week, when it issued upside guidance for Q1 results. Management now sees EPS of 26-28 cents (21 cent consensus) and revenues of $89.7-90.7 million ($85.83M consensus). The CEO attributed the positive outlook to organizational changes put into place last year and to the impact of the company's acquisition of Manugistics (7/5/06). CIBC World Markets and Brean Murray subsequently reiterated "buy" recommendations on the issue and boosted their price targets to $20.




