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September, 2012  // Posts published in September, 2012

Herbalife Whisper

Herbalife Whisper

Research Question: With increasing skepticism about its business model, will Herbalife experience declining sales in the next three to 12 months? Companies: Herbalife (HLF) Blueshift’s initial research indicates lingering skepticism over Herbalife’s business model, with the company’s attempts to provide more clarity being met with mixed results.   Observations Since renowned hedge fund giant David Einhorn questioned […]

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ResMed Whisper

ResMed Whisper

Research Question: Is competitive bidding and increased competition leading to a decrease in market share for industry leader ResMed? Companies: ResMed (RMD), Invacare Corp. (IVC), Phillips Resperonics Inc. (PHG)   Initial research by Blueshift indicates ResMed, despite is market leading position, faces several challenges including increased competitive bidding, reimbursement cuts and increased competition from low-cost vendors. […]

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Sales Growth Expected to Continue for GNC Stores and Online

Research Question: Will GNC store sales slow over the next three to 12 months? By: David Franklin Companies: AMZN, COST, GNC, VSI, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Factors cited as driving sales at GNC Holdings Inc. (GNC) include convenient store locations, reasonable prices, high product quality, broad selection, new products, […]

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UGG Surplus for Producers, Not Retailers; No Low Shearling Price for DECK

Research Question: Does the market have a surplus of UGGs because of last year’s warm fall and winter, and has UGG’s popularity waned this season? By: Susan Jennings Kantari Companies: DECK Click here to download the report (.pdf)   Summary of Findings Supplier and manufacturing sources said surplus UGGs in Chinese manufacturing plants are restricting Deckers Outdoor Corp. […]

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Sep 26 2012 Semiconductors, Technology

IPG’s Laser Lead Secure for the Near Term, Challenges Lie Ahead

Research Question: Are large, industrial fiber laser manufacturers eroding IPG Photonics’ market share and margins? By: David Franklin Companies: COHR, GSIG, IPGP, JDSU, NEWP, OCLR, RSTI Click here to download the report (.pdf)   Summary of Findings Eight of the nine sources who commented expect IPG Photonics Corp. (IPGP) to maintain or expand its leading position in the […]

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GMCR’s K-Cup to Lose Share Based on Generics’ Price; Competitor Quality a Question

Research Question: With several K-Cup patents expiring, will Green Mountain Coffee experience a significant decrease in sales as competition heats up? By: Reverdy Johnson Companies: BBBY, DNKN, GMCR, KFT, KR, NESN:VX, SBUX, SJM, SVU, SWY, THS Click here to download the report (.pdf)   Summary of Findings Eighteen of 24 sources believe Green Mountain Coffee Roasters Inc.’s (GMCR) […]

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Travel Reviews Shield TRIP and Are GOOG’s Next Step to Reshaping Industry

Research Question: Will Google’s foray into the online travel sector take share from OTAs and review websites such as TripAdvisor? By: Susan Jennings Kantari Companies: AWAY, EXPE, FB, GOOG, KYAK, OWW, PCLN, TRIP, YELP Click here to download the report (.pdf)   Summary of Findings Google Inc. (GOOG) has online travel agencies (OTAs) worried, but will not take […]

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Pitney Bowes Whisper

Pitney Bowes Whisper

Research Question: Will Pitney Bowes’ postage meter machines continue to be a staple at small, medium and large businesses or will it fall victim to increasing competition from Neopost and digital offerings? Companies: Pitney Bowes (PBI), Neopost SA (NEO)   Initial research by Blueshift indicates Pitney Bowes products helping improve retention rates for its postage […]

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Containerboard Price Hikes Will Stick If Boxes Also Increase

Research Questions: Will the containerboard price hikes hold and, if so, will they be passed on to end users or absorbed by box manufacturers? By: Carolyn Marshall &  David Franklin Companies: BZ, CAS, INGR, IP, KS, PKG, RKT, TSE:CAS, TSE:UFS/UFS, WY Click here to download the report (.pdf)   Summary of Findings Nine of 15 sources expect […]

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Amazon/eBay Whisper

Amazon/eBay Whisper

Research Question: Is eBay, fueled by its mobile transactions, gaining market share from Amazon? Companies: Amazon (AMZN) & eBay (EBAY)   Initial research by Blueshift indicates both Amazon and eBay implementing new initiatives to make their platforms more appealing to sellers/buyers, with eBay possibility taking market share from Amazon thanks to an increase in its […]

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