January, 2013 // Posts published in January, 2013
SodaStream Whisper
Research Question: Can SodaStream continue its successful run and increase domestic market penetration? Companies Covered: SodaStream (SODA) Report Available: Feb. 21, 2013 Blueshift’s initial research indicates SodaStream attempting to capture a larger audience but facing difficulties with its premium price offering, among other obstacles. Observations SodaStream, which has topped earnings estimates for eight straight […]
Print-to-Digital Shift Not Significantly Harming VCI’s Shared Mail, FSI
Research Question: Has the shift to digital couponing reached a tipping point that will damage Valassis’ shared-mail and FSI business? By: Reverdy Johnson Companies: GRPN, NWS, VCI Click here to download the report (.pdf) Summary of Findings The shift from print to digital couponing is happening at different speeds, according to Blueshift sources. There is no imminent […]
LeapPad 2 Seeing Steady Post-Holiday Season Demand
Research Question: How is demand for the LeapPad 2 since the 2012 holiday season? By: Mason Rudy Companies: AAPL, LF Click here to download the report (.pdf) Summary of Findings Demand for LeapFrog Enterprises Inc.’s (LF) LeapPad 2 was steady during the holiday season and has remained consistent since then, according to four supplier sources also interviewed […]
THE CLOCK: Clean Energy Report, 2013 Q1
Click here to download the report (.pdf) EDITOR’S INTRODUCTION Every moment of every day, e-mail, RSS feeds, Tweets, blogs, Facebook posts, and texts deluge us with information and opinions about clean energy and innovation. Much of it is of high quality; a lot of it is noise. In an effort to make sense of it […]
TripAdvisor’s New Meta-Search Display on Track to Boost Growth
Research Question: Will TripAdvisor’s new hotel meta-search display for mobile users increase consumer traffic and bookings while growing advertising revenue? By: Susan Jennings Kantari Companies: GOOG, OWW, PCLN, TRIP, YELP Click here to download the report (.pdf) Summary of Findings Nine of the 12 sources who commented on the impact of TripAdvisor Inc.’s (TRIP) meta display believe […]
RIMM Whisper
Research Question: Will BlackBerry 10 save Research in Motion? Companies Covered: Research in Motion (BBRY) Report Available: Feb 21, 2013 Initial research by Blueshift indicates RIM attempting to attract consumers, enterprise clients, and app developers to its new operating platform, though whether it succeeds remains a question. Observations On Jan. 30, BlackBerry will release its […]
HomeAway Whisper
Research Question: Will new bundled products and tiered pricing create a surge in usage of HomeAway’s websites or will corresponding listing price increases deter homeowners and property managers? Companies Covered: HomeAway (AWAY) Report Available: Feb 13, 2013 Blueshift’s initial research shows HomeAway attempting to offer more options at various prices, but listing price increases may […]
Abiomed Growth Challenged by FDA, DOJ and a Small Patient Group
Research Question: Can Abiomed maintain its current annual growth rate despite investigations into its marketing and labeling practices and the FDA’s ruling for its Impella devices? By: David Franklin Companies: ABMD, STO:GETI-B, THOR Click here to download the report (.pdf) Summary of Findings Twenty of 26 sources expect Abiomed Inc.’s (ABMD) sales of its Impella products to […]
Loblaw Whisper
Research Question: Will Loblaw lose substantial market share with Wal-Mart’s expansion plans and Target’s entrance to the Canadian market? Companies Covered: Loblaw (TSE:L) Wal-Mart (WMT), Safeway (SWY) & Target (TGT) Blueshift’s initial research reveals Loblaw facing increasing competition from Wal-Mart and Target, though the company is fighting back with an emphasis on customer loyalty, supply […]
Green Mountain’s K-Cup Sales Climbing, Private-Label Threat Muted for Now
Research Question: Are Green Mountain’s Keurig and K-Cup sales and inventory levels on track to meet expectations for the holiday season and early 2013? By: Reverdy Johnson Companies: COST, DNKN, GMCR, JAH, KRFT, KR, LCUT, SBUX, SVU, SWY, TGT, WMT Click here to download the report (.pdf) Summary of Findings Seven of 11 office supply and online […]
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