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February, 2014  // Posts published in February, 2014

Razor Blades Whisper

Razor Blades Whisper

Research Question: Can Procter & Gamble’s Gillette and Energizer’s Schick retain customer loyalty as cheaper and more personalized competition emerges from services like the Dollar Shave Club? Companies Covered: Proctor & Gamble (PG), Energizer Holdings (ENR) Report Available: March 28, 2014   Blueshift’s initial research shows the razor blade market being disrupted by new entrants offering cheaper products and […]

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Abaxis’ Share Gains Will Have Little Effect on IDEXX’s Lead Position

Research Question: Are Abaxis and Heska taking share from IDEXX Laboratories now that the market has adjusted to a new competitive environment created by last year’s FTC settlement? Companies: ABAX, HSIC, HSKA, IDXX, MWIV, WOOF, ZTS By: David Franklin Click here to download the report (.pdf)   Summary of Findings Abaxis Inc. (ABAX) will gain some share in […]

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ChannelAdvisor in Prime Position to Tackle Threats from All Angles

Research Question: Will ChannelAdvisor’s stand-alone channel management software solution lose out to third-party marketplace tools and broader e-commerce platforms? Companies: AMZN, BBY, DWRE, EBAY, ECOM, IBM, ORCL, SAP, SHLD, SPLS By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Eighteen of 23 sources across all silos view ChannelAdvisor Corp. (ECOM) as the industry […]

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Feb 20 2014 Basic Materials, Chemicals

Monsanto’s FieldScripts an Early Move on the Next Phase of Farming

Research Questions: Does Monsanto’s IFS/FieldScripts provide a competitive advantage? Which seed companies are gaining or losing market share? Companies: DD, DE, DOW, MON, TRMB, VTX:SYNN/SYT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) Integrated Farming Systems (IFS) platform and FieldScripts prescription product, which was made available to 150 corn […]

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Online Travel Whisper

Online Travel Whisper

Research Question: Will Priceline or Expedia benefit the most as the online travel industry reacts to the use of mobile and innovative marketing? Companies Covered: Priceline (PCLN), Expedia (EXPE) Orbitz Worldwide (OWW) Report Available: March 21, 2014   Blueshift’s initial research shows the online travel industry reaching new highs on the back of mobile growth as fierce competition emerges through […]

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RetailMeNot Whisper

RetailMeNot Whisper

Research Question: Is using RetailMeNot an effective way for retailers and businesses to push deals and acquire new customers? Companies Covered: RetailMeNot (SALE) Report Available: March 19, 2014   Blueshift’s preliminary observations indicate SALE’s online coupon platform seeing strong growth in the U.S. and Europe as the online coupon sector grows and shows robust ROI for […]

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LinkedIn Whisper

LinkedIn Whisper

Research Question: Is a LinkedIn premium account a must for sales personnel? Companies Covered: LinkedIn (LNKD) Report Available: March 13, 2014   Blueshift’s initial research shows LinkedIn’s membership and revenue numbers growing at an impressive clip, making it attractive to sales personnel who now have more tools at their disposal, but how they use it and […]

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Gun, Ammo Sales Growth Rate Back to “Normal”

Research Question: Will concerns over gun legislation and low ammunition inventory lead to a slowdown in industry sales or spur continued strength in 2014? Companies: ATK, OLN, RGR, SWHC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Just two of 21 sources expect 2014 sales growth in firearms and ammunition to top […]

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Feb 14 2014 Technology

Overlapping Security Products Fracturing the Market

Tech Trends You Need to Know Companies: FEYE, CSCO, PANW, FTNT, CHKP, JNPR By: John Harrington Click here to download the report (.pdf)   Highlights Many high-end data security products do the exact same things, despite vendor claims of uniqueness. Customer willingness to spend without limits on security is likely to be short-lived. None of the next-gen […]

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Luxury Brands Not Breaking Out in 2014, Need Focus on Ultra-Rich

Research Question: Are luxury brands expecting and prepared for a breakout year in 2014? Companies: BIT:SFER, COH, COTY, EPA:KER, EPA:MC/LVMUY, EPA:RMS, FNP, HKG:1913,  KORS, LON:BRBY/BURBY, RL, SIG, TIF, VTX:CFR, VTX:UHR, ZLC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The global luxury market will not have a breakout year in 2014. Instead, sales […]

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