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June, 2014  // Posts published in June, 2014

Upfront Rates Up But Advertising Dollars Down

Research Question: Do upfront prices reflect the softer scatter advertising market? Companies: AOL, CBS, DIS, DISCA, FB, GOOG/GOOGL, NFLX, NWS, SNI, TWX, TWTR, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings The 2014–2015 upfront advertising market is finishing as slowly as it began. Broadcast dollars are expected to be down on […]

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TPX Regains U.S. Share, Receives Mixed Reviews in Europe

Research Question: Will pricing, products and advertising drive Tempur-Sealy’s Tempur-Pedic sales in the second half of 2014? Companies: MFRM, SCSS, TPX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Tempur-Sealy International Inc.’s (TPX) Tempur-Pedic foam mattress line is in the early stages of regaining U.S. market share, with help from growing adjustable […]

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Pressure Pumping Whisper

Pressure Pumping Whisper

Research Question: Is the North American fracking market about to undergo organic growth of hydraulic horsepower (HHP) capacity or will a recent round of announced new-build orders replace retiring units only? Companies Covered: Schlumberger Limited (SLB), Haliburton (HAL,) Baker Hughes (BHI), C&J Energy Services (CJES), Basic Energy Services (BAS), Patterson-UTI Energy (PTEN) Report Available: July 11, 2014 […]

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Zillow & Trulia Whisper

Zillow & Trulia Whisper

Research Question: Are real estate agents spending more or less of their ad budgets with Zillow/Trulia and will they partner with these syndication sites if MLS feeds are cut off? Companies Covered: Zillow (Z), Trulia (TRLA), Realtor.com (MOVE) Report Available: July 25, 2014   Blueshift’s initial research shows continued growth in real estate syndication sites like Zillow and Trulia […]

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Jun 26 2014 Services, Travel & Leisure

Summer Travel Off to a Hot Start with Better Than Expected Results

Research Question: Is the summer travel season better than expected? Companies: AAL, ALK, AWAY, CAR, DAL, EXPE, H, HLT, HOT, HTZ, JBLU, LUV, LYV, OPEN, PCLN, SFXE, TRIP, UAL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings The summer travel season is going to be better than expected, as indicated by a lack of […]

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Men’s Wearhouse Acquisition Not a Game Changer

Research Questions: Will Men’s Wearhouse realize lower pricing, cost savings, and higher brand awareness with its acquisition of Jos. A. Bank? Will the shift to more casual formal wear benefit the merged company? Companies: DDS, GPS, JCP, JWN, KSS, M, MW, PVH, SHLD, TJX, TSE:HBC By: Chris Jenks Click here to download the report (.pdf)   Summary of […]

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PayPal Mobile Payments Effort Faces Many Challenges

Research Question: Can eBay’s PayPal remain the dominant mobile payment provider in light of slow consumer adoption and increasing competition? Companies: AAPL, AMZN, DFS, EBAY, EPA:ING, GOOG, HYC, INTU, MA, NCR, PAY, SBUX, V, VOD By: David Franklin Click here to download the report (.pdf)   Summary of Findings Sources are split regarding eBay Inc.’s. (EBAY) PayPal […]

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Jun 20 2014 Industrial, Transportation

Railcar Demand Continues to Grow, No Oversupply on Horizon

Research Question: Are current railcar order trends sustainable, or will a drop in demand result in an oversupply? Companies: ARII, BNI, BRK.A, CSX, GBX, GMT, NSC, RAIL, TRN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings There is no expected oversupply of tank cars for at least the next five years, according […]

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Herbalife Members Stand by Company Despite Allegations

Research Question: Is Herbalife a pyramid scheme? Companies: HLF By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Only one of the 23 Herbalife Ltd. (HLF) members interviewed by Blueshift Research believed or had any concerns that the company is a pyramid scheme. This source, based in China, opted not to become […]

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Shutterstock Still Strong, But Getty’s iStock Enters the Picture

Research Question: Will Shutterstock’s superior functionality be enough to defend its market share from competitors’ pricing pressure? Companies: FB, GOOG, SSTK, TWTR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Compared with Blueshift Research’s Jan. 16 report, Shutterstock Inc. (SSTK) has become more entrenched in its position as a leading provider of […]

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