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March, 2013  // Posts published in March, 2013

Millennial Media Whisper

Millennial Media Whisper

Research Question: Will Millennial Media continue to expand its growing market share in mobile advertising or fall victim to increasing competition from larger industry players? Companies Covered: Millennial Media (MM) Report Available: May 2, 2013   Blueshift’s initial research indicates Millennial Media taking the right steps to maintain its market leading position in a growing industry, […]

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SuperValu Whisper

SuperValu Whisper

Research Question: Will a renewed focus on its Save-A-Lot discount stores, smaller regional chains, and wholesale business lead to a turnaround for SuperValu in 2013? Companies Covered: SuperValu (SVU) Report Available: April 25, 2013   Initial research by Blueshift indicates SuperValu attempting to restructure its focus in 2013, though it remains unknown whether this change will […]

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Polycom Whisper

Polycom Whisper

Research Question: Will an improved portfolio offering and a first-of-its-kind software solution lead to sales gains for Polycom in 2013? Companies Covered: Polycom (PLCM), Cisco (CSCO), Hewlett-Packard (HPQ), ShoreTel (SHOR), Riverbed Technology (RVBD) Radvision (RVSN), Logitech (LOGI) Report Available: April 11, 2013   Blueshift’s initial research indicates Polycom now offering one of the most comprehensive product portfolios […]

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Mar 22 2013 Retail

Dollar Stores in Position for Sales Growth in 2013

Research Question: Will dollar stores benefit from increasingly budget-conscious consumers or experience softening demand? By: Ryan Duck Companies: BIG, CVS, DG, DLTR, FDO, FRED, TGT, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Sales so far in 2013 at Dollar General Corp. (DG) and Family Dollar Stores Inc. (FDO) have remained consistent with […]

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Mellanox Whisper

Mellanox Whisper

Research Question: Will Mellanox’s new open Ethernet initiative and expansion of InfiniBand to new markets provide the company with significant market share gains in 2013? Companies Covered: Mellanox (MLNX) Report Available: April 10, 2013   Blueshift’s initial research indicates Mellanox attempting to further expand its growing market share in Ethernet with a first-to-market product, while also expanding InfiniBand, […]

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Salesforce.com Showing Signs of Strain, Growth Questioned

Research Question: Will increased competition, including from open source and mobile options, result in slower demand for Salesforce.com’s services in 2013? By: Reverdy Johnson Companies: AMZN, CRM, GOOG, IBM, INFA, JIVE, MSFT, ORCL, SAP, WDAY Click here to download the report (.pdf)   Summary of Findings All 16 sources expect demand for SaaS and cloud solutions to continue […]

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Vitamin Shoppe Sales Getting Back on Track, Online Slow to Take Off

Research Question: What are sales trends and online prospects for Vitamin Shoppe? By: Reverdy Johnson Companies: AMZN, COST, CVS, EBAY, GNC, RAD, TGT, VITC, VSI, WAG, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Seventeen of 22 Vitamin Shoppe Inc. (VSI) regional managers and store personnel said first-quarter sales have increased 5% to […]

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Harman International Industries Whisper

Harman International Industries Whisper

Research Question: Does Harman International possess a sustainable competitive advantage to differentiate itself from competitors and become a more integral player in the car audio and infotainment marketplace? Companies Covered: Harman International Industries (HAR) Report Available: April 5, 2013   Blueshift Research’s initial findings indicate Harman attempting to increase its market share by ramping production, reducing costs, and delivering […]

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Mar 15 2013 Automotive, Idea Proposals

Navistar Whisper

Navistar Whisper

Research Question: Will new leadership and the release of new engines help Navistar regain its market share and return to profitability? Companies Covered: Navistar (NAV), Cummins (CMI), Paccar (PCAR)   Initial research by Blueshift indicates Navistar is being reinvigorated by its new CEO and the potential of its new engine, but facing mounting losses that might […]

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Mar 15 2013 Food & Beverage, Retail

Loblaw to Lose Share to WMT, TGT on Price, Not Customer Service

Research Question: Will Loblaw lose substantial market share with Wal-Mart’s expansion plans and Target’s entrance into the Canadian market? By: Susan Jennings Kantari Companies: JCP, SWY, TGT, TSE:CTC, TSE:HBC, TSE:L, TSE:MRU, TSE:SCC, WMT Click here to download the report (.pdf)   Summary of Findings Sixteen of 28 sources believe Loblaw Cos. Ltd. (TSE:L) will lose market share to […]

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