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November, 2014  // Posts published in November, 2014

Sirius Has Window for Growth As In-Car Connectivity Issues Persist

Research Question: Will SiriusXM be able to grow its paid subscriber base, given the increasing alternatives in the connected car? Companies: AAPL, GM, GOOG/GOOGL, P, SIRI, T, VZ By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Primary interviews conducted with 29 auto industry sources show that connectivity is increasingly important to […]

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GrubHub Whisper

GrubHub Whisper

Research Question: Will GrubHub’s high commissions cause restaurant owners to seek food delivery services elsewhere? Companies Covered: GrubHub (GRUB)   Report Available: Dec. 18, 2014   Blueshift’s initial research shows GRUB has aggressively grown in recent quarters and still has much room to grow, but some restaurant owners claim GRUB fees are too high and […]

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Skechers Whisper

Skechers Whisper

Research Question: Does Skechers have the capacity and correct marketing strategy to sustain its rapid growth rate? Companies Covered: Skechers (SKX), Nike (NKE), Adidas (ETR:ADS), Asics (ASCCF) Report Available: Dec. 17, 2014   Blueshift’s initial research shows Skechers’ growth strategies culminating as it achieves record sales figures, but capacity issues, branding changes, and company cycles […]

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Tractor Supply Company

Tractor Supply Company

Research Question: Will Tractor Supply’s aggressive western expansion and investment in the pet supply market carry its current growth rate? Companies Covered: Tractor Supply Company (TSCO), Home Depot (HD), Loews (L), PetSmart (PETM) Report Available: Dec. 11, 2014   Blueshift’s initial research shows TSCO growing rapidly despite a softening agriculture market, but its rapid expansion may come […]

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Whole Foods Market

Whole Foods Market

Research Question: Can Whole Foods hold off the growing list of competitors in the natural and organic grocery store space? Companies Covered: Whole Foods Market (WFM), Sprouts (SFM), The Fresh Market (TFM), Wal-Mart (WMT), Kroger (KR), Fairway Group Holdings (FWM), Costco (COST), United Natural Foods (UNFI) Report Available: Dec. 12, 2014   Blueshift’s initial research […]

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Data Centers: Good Cloud, Bad Cloud—Billions at Stake

Research Question: What effect are IaaS/SaaS cloud computing trends likely to have on data center colocation and hosting business models in the United States moving into 2015? Companies: AAPL, AMZN, CONE, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, HPQ, IBM, INAP, LVLT, MSFT, RAX, TYO:9432, VZ By: John Harrington Click here to download the report (.pdf)   Highlights […]

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Nov 20 2014 Media & Print, Services

Cord Cutting Will Continue its Plodding Pace in 2015

Research Question: Will 2015 be the year cord cutting reaches critical mass? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, BSYBY, BT, MSFT, NFLX, OUTR, T, TWC, TWTR, TWX, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings There will be no surge of pay-TV customers canceling […]

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November 2014 Trends Tracker

Trends Tracker Companies covered: AAPL, AMD, AMZN, ANGI, BABA, BBRY, CBS, CMCSA, CMG, DIS, DISH, DOW, EBAY, EIX, FB, GOOG/GOOGL, HAR, ISRG, KR, KRX:005930, LNKD, MON, MSFT, NFLX, NRG, NVDA, S, SABR, SFM, SIRI, SWY, T, TMUS, TWTR, TWX, TYO:6758, TYO:7974, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome to […]

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Nov 20 2014 Financial, Technology

Apple Pay Draws Attention to Mobile POS Payment Solutions, Including PayPal’s

Research Question: Will Apple Pay cause PayPal’s growth to slow? Companies: AAPL, AMZN, AXP, BABA, CSCO, EBAY, FIS, GDOT, GOOG/GOOGL, HPY, INGIY, MA, NCR, ORCL, PAY, V By: David Franklin Click here to download the report (.pdf)   Summary of Findings Sources were mixed regarding whether Apple Inc.’s (AAPL) Apple Pay would affect PayPal (eBay Inc./EBAY); 12 […]

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Streaming Music Whisper

Streaming Music Whisper

Research Question: Can Pandora withstand increasing competition from Spotify, iTunes Radio, and other on-demand streaming music providers? Companies Covered: Pandora (P), Apple (AAPL), Google (GOOG) Report Available: December 5, 2014   Blueshift’s initial research shows streaming music services overshadowing digital downloads as the space erupts in competition stemming from Pandora, which is increasing subscribers on […]

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