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March, 2014  // Posts published in March, 2014

Mar 31 2014 Retail, Services

Dollar Store Growth Expected to Remain Strong Throughout 2014

Research Question: Will dollar stores continue to thrive in 2014, or is the recent period of growth cyclical and nearing its end? Companies: BIG, CVS, DG, DLTR, FDO, FRED, RAD, TGT, TSE:DOL, WAG, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Dollar stores’ sales will continue to grow through year’s end, […]

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App Gives EXPE Lead, Positions it for Growth in OTA Mobile Market

Research Question: Which OTA company leads in mobile conversion rates, and which is most popular with consumers? Companies: EXPE, OWW, PCLN, TRIP By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Expedia Inc. (EXPE) was identified most often as leading the way in mobile app popularity and cited as well-positioned for growth, according […]

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Demand for ETL’s Satellite Capacity to Be Stable in Near Term

Research Question: How will demand for Eutelsat’s video business be affected by better compression technologies and the rollout of Ultra HD? Companies: BSYBY, DIS, DISCA, EPA:ETL/EUTLF, EPA:SESG, I, NWS, ORAN, SKDTY, TWX, TYO:6758, VIA, VIVHY, WSE:CPS By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Video customers’ demand for Eutelsat Communications S.A.’s (EPA:ETL/EUTLF) satellite […]

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Mar 26 2014 Financial, Technology

Second Wave of Bitcoin Companies Bring Innovation, Stability to the Platform

Research Question: What roles will firmer regulations and increased developer activity have on Bitcoin’s growth and acceptance by consumers and businesses? Companies: AAPL, AMZN, EBAY, FB, GOOG, ICE, MA, MGI, V, WU By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The “second wave” of Bitcoin companies continues to promote the development of […]

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Qlik Whisper

Qlik Whisper

Research Question: Will Qlik Technologies’ new Business Intelligence software, NEXT, alter the company’s growth profile as it transitions from a licensing to a pay-per-use revenue model? Companies Covered: Qlik Technologies (QLIK), Tableau Software (DATA), Tibco Software (TIBX), SAP (SAP), Oracle (ORCL), Microsoft (MSFT), IBM (IBM) Report Available: April 14, 2014   Blueshift’s initial research indicates that the […]

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Polaris Whisper

Polaris Whisper

Research Question: Will sales at Polaris Industries be adversely affected by a decline in spending from the agricultural sector? Companies Covered: Polaris Industries (PII) Report Available: May 14, 2014   Blueshift’s initial research indicates Polaris is growing company revenue through innovation and key investments, but product sales could slow as farmers’ income decreases and the agriculture sector’s purchases decline.   […]

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LULU Continues to Stand Out As Women’s Activewear Leader

Research Question: Is Lululemon’s reign of the women’s activewear market coming to a close? Companies: ADDYY, DKS, GPS, HBI, JWN, KRX:081660, LULU, M, NKE, PVH, TGT, VFC, UA, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Lululemon Athletica Inc. (LULU) remains the top women’s activewear producer and is not at risk […]

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RetailMeNot E-commerce & Mobile Coupons Tops, In-store Program Faces Challenges

Research Question: How defensible is RetailMeNot’s ecommerce coupon business model, and is their emerging in-store coupon program gaining traction? Companies: COUP, FB, GOOG, GRPN, SALE By: David Franklin Click here to download the report (.pdf)   Summary of Findings RetailMeNot, Inc. (SALE) is poised to maintain its leading position in the e-commerce coupon industry, as 19 of 27 […]

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Sysco Whisper

Sysco Whisper

Research Question: How will Sysco’s purchase of US Foods change the dynamics of the food distribution industry in the United States? Companies Covered: Sysco (SYY), United National Food Inc. (UNFI), C.H Robinson Worldwide (CHRW), Chef’s Warehouse (CHEF) Report Available: April 17, 2014   Blueshift’s initial research indicates that the pending acquisition of US Foods by Sysco has […]

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Zeltiq Whisper

Zeltiq Whisper

Research Question: Will Zeltiq’s CoolSculpting system become widely adopted by patients and physicians? Companies Covered: Zeltiq Aesthetics (ZLTQ) Report Available: April 18, 2014   Blueshift’s initial research indicates Zeltiq’s patented CoolSculpting cosmetic fat reduction system has the potential to grow significantly in popularity among physicians and patients due its non-invasive nature and competitive pricing, but it faces […]

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