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December, 2014  // Posts published in December, 2014

Dec 17 2014 Retail, Services

Deckers’ UGGs Slipping in Popularity, Sales

Research Question: Are the shearling boot trend and UGG’s popularity waning? Companies: COLM, DECK, HKG:0494, VFC By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Deckers Outdoor Corp.’s (DECK) UGG boots has seen its popularity and sales fade this fall into early December year to year. This development supports the early […]

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Cisco Dominates Data Switching, SDN a Slow Go

Research Questions: What effect is software-driven network design likely to have on advanced hardware switch makers heading into 2015? Which companies are likely to best make the transition to SDN? Companies: AMZN, ANET, BRCD, CSCO, CTXS, EXTR, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download the report (.pdf)   Highlights […]

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Whole Foods Primed to Fend Off Competitors But Not “Whole Paycheck” Label

Research Question: Can Whole Foods fend off the growing list of competitors in the natural and organic grocery store space? Companies: COST, FWM, KR, PUSH, RNDY, SFM, TFM, TGT, UNFI, WFM, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Whole Foods Market Inc. (WFM) will fend off the increasing […]

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Dec 12 2014 Retail, Services

Tractor Supply’s Expansion and Pet Plans Will Drive Growth

Research Question: Will Tractor Supply’s aggressive western expansion and investment in the pet supply market carry its current growth rate? Companies: BOOT, DE, GWW, HD, LOW, PETM, TSCO, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Tractor Supply Co.’s (TSCO) expansion plans and investment in an experiment to broaden its […]

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Deep-Pocketed Giants Pose Biggest Threat to Pandora

Research Question: Can Pandora withstand increasing competition from Spotify, iTunes Radio and other streaming music providers? Companies: AAPL, AMZN, DDAIY, F, GOOG/GOOGL, IHRT, MSFT, P, S, SIRI, T, TMUS, TWTR, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will face pressure in growing its user base […]

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Weir Group Whisper

Weir Group Whisper

Research Question: Will Weir be one of the primary beneficiaries of the increase in sand usage as a proppant for hydraulic pressure pumping? Companies Covered: Weir Group (LSE: WEIR), RPC Inc. (RES), EOG Resources (EOG), Pioneer Natural Resources (PXD), Apache Corporation (APA), Occidental Petroleum (OXY), Halliburton (HAL), Baker Huges (BHI), Schlumberger (SLB) U.S. Silica Holdings (SLCA), Hi-Crush Partners LP (HCLP) Report […]

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Cruise Line Whisper

Cruise Line Whisper

Research Question: Is wave season shaping up to be better than a year ago for Royal Caribbean, Carnival, and Norwegian cruise lines? Companies Covered: Royal Caribbean (RCL), Carnival (CCL), Norwegian Cruise Line (NCLH) Report Available: January 8, 2015   Blueshift’s initial research shows all three major cruise liners beating expectations while forging ahead into a […]

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Lumber Liquidators Whisper

Lumber Liquidators Whisper

Research Question: Are Lumber Liquidators’ wood sourcing issues causing the company to lose share to competitors? Companies:  Lumber Liquidators (LL), Lowes (LOW), Home Depot (HD) Report Available: January 14, 2015   Blueshift’s initial research shows Lumber Liquidators’ sourcing problems may be smoothing out according to the company, but customers are reporting poor fulfillment and stock-outs.   Observations LL is having a […]

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Core Labs Whisper

Core Labs Whisper

Research Question: Will Core Labs lose market share and see reduced margins in its Reservoir Description segment due to competitive forces? Companies Covered: Core Laboratories (CLB), Schlumberger (SLB), Halliburton (HAL), Baker Hughes (BHI), Weatherford (WFT)   Blueshift’s initial research shows strong growth in Core Labs’ emerging unconventional business, but falling oil prices and competition from […]

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Pushing the Internet to the “Eyeballs” on the Network Edge

Research Question: What strategies and next-generation technologies are being employed to push content across the crowded Internet toward end users? Which companies are in line to benefit as demand for enhanced IP content continues unabated? Companies: AAPL, AKAM, AMZN, CMCSA, EQIX, GOOG/GOOGL, LVLT, MSFT, NFLX, P, S, T, VZ, WIN, YHOO, ZAYO By: John Harrington […]

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