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October, 2013  // Posts published in October, 2013

Oct 31 2013 Automotive, Consumer Goods

Tesla Stands Alone in Luxury EV Niche

Research Question: Will high-end electric or hybrid vehicles from BMW, Audi and Porsche pop Tesla’s bubble? Companies: BIT:F/FIATY, ETR:BMW, ETR:NSU, ETR:PAH3/POAHY, F, GM, TSLA, TYO:7201/NSANY, TYO:7203/TM, TYO:7211/MMTOF By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Tesla Motors Inc.’s (TSLA) Model S still has no direct competition; it stands alone in its class of […]

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Zillow Faces More Competition As MLSs Tighten Control of Their Data

Research Question: Will realtors’ dissatisfaction with Zillow as well as new consumer-facing efforts by local MLS sites and Realtor.com lead to Zillow’s downfall? By: Susan Jennings Kantari Companies: MOVE, TRLA, Z Click here to download the report (.pdf)   Summary of Findings Zillow Inc. (Z) is making efforts to improve real estate agents’ satisfaction with its services, but […]

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Align Technology Whisper

Align Technology Whisper

Research Question: Is Align Technology’s Invisalign growth sustainable? Companies Covered: Align Technology (ALGN) Report Available: November 21, 2013   Blueshift’s initial research shows ALGN seeing significant revenue growth as more teens and adults use its products, while also successfully expanding internationally, though it is still trying to increase its penetration with dentists compared to orthodontists.   Observations […]

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Oct 25 2013 Technology

PRLB Left Out As Production Moves In-House and Barriers to Entry Fall

Research Question: Can Proto Labs meet its high growth expectations mostly through its existing customer base? By: Susan Jennings Kantari Companies: DDD, LON:RSW, PRLB, SSYS, XONE Click here to download the report (.pdf)   Summary of Findings Growth for Proto Labs Inc. (PRLB) within its existing customer base will be limited because these customers are starting to adopt […]

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Summer Rental Car Demand Leads to Higher Rates

Research Question: Did summer rental car bookings and demand support higher rental rates, or did competition keep prices in check? Companies: CAR, DTGF, ETR:SIX2, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Summer rental car bookings increased year to year, allowing rental car companies to support firmer and upward-trending prices and […]

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Pandora Whisper

Pandora Whisper

Research Question: Is Pandora about to see a rapid inflection in local advertising, or will it be a slow climb? Companies Covered: Pandora (P), Apple (AAPL) Report Available: November 12, 2013   Blueshift’s initial research shows Pandora emphasizing local ad sales as it seeks to increase revenue and compete with local radio stations, but it faces new competition from […]

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Kraft Alone in Being Open to GMCR K-Cup Partnership; Peet’s Ready for Battle

Research Question: Will private-label manufacturers choose to partner with Green Mountain Coffee Roasters or compete head-to-head with the company? By: Reverdy Johnson Companies: BBBY, COST, DNKN, GMCR, KR, KRFT, LCUT, NC, SBUX, SJM, SPLS, SWY, TGT, TSE:THI/THI, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Joh. A. Benckiser’s Peet’s is highly unlikely to partner […]

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Oct 17 2013 Automotive, Consumer Goods

New Car Sales Expected to Rev Up Parts/Services Revenue in Next Few Years

Research Question: Will parts and services revenue at auto dealerships continue to accelerate for the 0- to 5-year-old units in operation based on current momentum? By: David Franklin Companies: AAP, ABG, AN, AZO, GPI, KMX, LAD, ORLY, PAG, SAH Click here to download the report (.pdf)   Summary of Findings UIO/VIO Effect on Parts and Services Revenue Over […]

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Transportation Whisper

Transportation Whisper

Research Question: Will new federal trucking rules cause a shift in freight traffic toward rail at the expense of truckers? Companies Covered: Trucking: JBHT, ODFL, SWFT, LSTR, CNW, WERN, KNX; Railroads: BRK.A, UNP, NSC, GWR; Logistics: CHRW, EXPD, UTIW Report Available: November 6, 2013   Blueshift’s initial research shows new federal trucking rules designed to cutback driver hours […]

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Juice Whisper

Juice Whisper

Research Question: Which company is best placed to harness growth in the natural and organic juice market and is that growth sustainable? Companies Covered: Coca-Cola (KO), Starbucks (SBUX), Whole Foods (WFM), Hain Celestial Group (HAIN)   Blueshift’s initial research shows the juice market experiencing rapid growth as manufacturers expand their operations, but juicing could be another fad lacking […]

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