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July, 2013  // Posts published in July, 2013

Competition Loosens Micros’ Pricing Power with Restaurants, Retailers

Research Question: Do chain restaurants and retailers value Micros’ POS and BI solutions? By: Susan Jennings Kantari Companies: IBM, MCRS, NCR, ORCL, PAR, SAP, TYO:6588 Click here to download the report (.pdf)   Summary of Findings As a follow-up to Blueshift’s April 19 Micros report focused on hotel sources, Blueshift spoke with 10 major chain restaurants, 7 of […]

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QlikView Experiencing Little Challenge to Its Lead in BI Data Discovery Market

Research Question: Will Qlik Technologies’ QlikView continue to outpace its business intelligence competitors? By: Reverdy Johnson & Guido Gualandi Companies: AMZN, CRM, DATA, ETR:SAP/SAP, IBM, INFA, MKTO, MSFT, MSTR, ORCL, PANW, QLIK, SPLK, TDC, TIBX Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) QlikView remains the market leader in the data discovery […]

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Market Share Loss Looms for IDEXX Laboratories

Research Question: Will IDEXX’s product and territory realignment and expanded sales force help it combat rising competition? By: David Franklin Companies: ABAX, HSKA, IDXX, MWIV, WOOF, ZTS Click here to download the report (.pdf)   Summary of Findings Fifteen of 22 sources believe IDEXX Laboratories Inc. (IDXX) risks losing <5% to 15% of its 70% market share of […]

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Smartphone Whisper

Smartphone Whisper

Research Question: Has the smartphone boom peaked? Companies Covered: Apple (AAPL), Samsung (KR:005930), BlackBerry (BBRY), Nokia (NOK), HTC (TW:2498) Report Available: August 8, 2013   Blueshift’s initial research shows smartphone growth slowing in a saturated market, but new innovations could rejuvenate the industry and lead to increased growth.   Observations Smartphones account for approximately half of the cellphones […]

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Hibbett Sports Whisper

Hibbett Sports Whisper

Research Question: Can Hibbett Sports successfully continue its store expansion as Dick’s Sporting Goods also expands aggressively? Companies Covered: Hibbett Sports (HIBB), Dick’s Sporting Goods (DKS) Report Available: August 2, 2013   Blueshift’s initial research shows HIBB initiating a new market strategy and rapidly opening new stores, while also facing competition from an equally aggressive and […]

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National Advertisers Drag on Local Markets, Drive Up Digital

Research Question: Has local advertising improved from its sluggish start to 2013? Has digital advertising maintained its growth momentum? By: Rachel Dangermond Companies: AOL, AAPL, BLC, CBS, FB, GCI, GOOG, LAMR, LNKD, MSFT, P, SBGI, SCOR, YELP, YHOO Click here to download the report (.pdf)   Summary of Findings Digital advertising spending is up year to year. Online […]

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Adobe Whisper

Adobe Whisper

Research Question: Will Adobe lose market share due to a backlash from the shift to a rent-only strategy for its Photoshop CC software? Companies Covered: Adobe Systems (ADBE), Apple (AAPL), Microsoft Corporation (MSFT) Report Available: August 1, 2013   Blueshift’s initial research shows that Adobe’s rent-only Photoshop software has kicked off a controversy that hurts small businesses more than large enterprises […]

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Brand Advertisers Support Facebook As Social Media Expands

Research Question: Can Facebook’s mobile advertising growth continue, with inventory and ROI to match? By: Rachel Dangermond Companies: FB, GOOG, LNKD, YHOO Click here to download the report (.pdf)   Summary of Findings Facebook Inc. (FB) continues to enjoy its lead in the growing social media landscape, even as advertisers strategically allocate dollars to multiple industry players. Social […]

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Private-Label Threat Brewing for Green Mountain’s K-Cups

Research Question: Are Green Mountain’s K-Cup sales slowing as a result of private-label competition? Which channels are being affected most? By: Reverdy Johnson Companies: AMZN, BBBY, COST, GMCR, KR, KRFT, LCUT, NC, PEET, SBUX, SVU, SWY, TGT, WMT Click here to download the report (.pdf)   Summary of Findings †  Private Label Private-label K-Cups are poised to compete […]

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Jul 01 2013 Restaurants, Services

Remodel Provides Initial and Sustainable Growth for Wendy’s

Research Question: Will restaurant remodels deliver a sales surge for Wendy’s and grow its market share? By: Susan Jennings Kantari Companies: BKW, MCD, WEN Click here to download the report (.pdf)   Summary of Findings The Wendy’s Co.’s (WEN) sales are expected to increase during the 12 months following a remodel and to sustain single to low double-digit […]

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