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May, 2013  // Posts published in May, 2013

Gentherm Whisper

Gentherm Whisper

Research Question: Will new initiatives and expansion into new markets help Gentherm achieve its expected 8%-10% growth rate in 2013? Companies Covered: Gentherm (THRM) Report Available: June 21, 2013   Blueshift’s initial research indicates Gentherm attempting to expand into new markets and introduce new products, with it remaining unknown how this will impact the company’s anticipated […]

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Yelp Whisper

Yelp Whisper

Research Question: Will a focus on mobile advertising, non-traditional review areas, and international expansion allow Yelp to continue its growth through the remainder of 2013 despite increasing competition? Companies Covered: Yelp (YELP) Report Available: June 19, 2013   Initial research by Blueshift indicates Yelp looking to fight off increasing competition through new mobile advertising, expansion, and partnerships.   Observations […]

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Ulta Sitting Pretty for Rest of Year But Needs a Better Online Presence

Research Question: Will increasing competition and slowing industry sales stall Ulta’s growth in 2013? By: Susan Jennings Kantari Companies: AMZN, BBBY, CVS, EPA:MC, JWN, M, RAD, SBH, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Stores, customers and suppliers continue to see strength for Ulta Salon, Cosmetics & Fragrances Inc. (ULTA). […]

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ResMed Whisper

ResMed Whisper

Research Question: Are ResMed’s product innovation, market expansion, and cost containment initiatives enough to overcome increasing competition and reimbursement cuts? Companies Covered: ResMed (RMD), Invacare (IVC), & Covidien (COV) Report Available: June 20, 2013   Blueshift’s initial research indicates ResMed attempting to fight off increasing competition from unbranded CPAP manufacturers, though the long-term effectiveness of newly implemented […]

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ADT Is Safe from Cable/Telcos Taking Home Security Share

Research Question: Are new cable/telco home security products taking market share from ADT and other traditional home security companies? By: Ryan Duck Companies: ADT, CMCSA, HON, TWC, UTX, VZ Click here to download the report (.pdf)   Summary of Findings Cable/telco home security products are not taking share from ADT Corp. (ADT) and other traditional home security companies, […]

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IDEXX Whisper

IDEXX Whisper

Research Question: Will IDEXX’s product and territory realignment and expanded sales force help it combat rising competition? Companies Covered: IDEXX Laboratories (IDXX), Abaxis (ABAX), Heska Corp (HSKA), & VCA Antech (WOOF) Report Available: June 19, 2013   Blueshift’s initial research indicates IDXX attempting to maintain its dominant market share in the veterinary diagnostic equipment market by […]

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Tempur-Pedic Whisper

Tempur-Pedic Whisper

Research Question: Will Tempur-Pedic’s focus on high-end bedding and discounting prevail in a competitive bedding market? Companies Covered: Tempur-Pedic (TPX), Select Comfort Corp. (SCSS), Serta Inc. Report Available: June 7, 2013   Blueshift’s initial research indicates TPX focusing on high-end bedding with its new Tempur-Choice Collection and significant discounting to gain market share, but it is […]

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May 24 2013 Media & Print, Services

Meredith Stays Afloat in Print Industry, Rides the TV Retrans Rate Wave

Research Question: Will Meredith cut back on its print runs? Will retransmission rates continue to grow for Meredith on the broadcast TV side? By: Reverdy Johnson Companies: BLC, FSCI, GCI, MDP, MEG, QUAD, NXST, RRD, SSP, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Meredith Corp. (MDP) appears to be “weathering the storm” […]

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May 22 2013 Communications, Technology

BlackBerry 10 OS Too Little, Too Late

Research Question: Will the BlackBerry 10 operating system save Research In Motion? By: Susan Jennings Kantari Companies: AAPL, BBRY, GOOG, MSFT Click here to download the report (.pdf)   Summary of Findings Research In Motion Ltd.’s (BBRY) BlackBerry 10 operating system, or BB10, will enable the company to maintain its current enterprise user base, but regaining consumer market […]

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Second Quarter Advertising Spending Sprints In After Slow Start

Research Question: Did advertising spending pick up in 2Q13? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, MSFT, NWS, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings In an update to our April 9 advertising industry quarterly report, we found: Network TV/cable spending […]

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