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January, 2015  // Posts published in January, 2015

Burger King to Remain on a Roll, Tim Hortons to Gain More from Merger

Research Question: Will the Burger King/Tim Hortons merger result in a temporary share shift or in long-term gains? Companies: CMG, DNKN, EAT, MCD, PNRA, SBUX, SONC, TAST, TSE:QSR, QSR, WEN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Burger King’s (3G Capital) operational improvements will help its 2015 sales, but the […]

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Jan 27 2015 Basic Materials, Energy

Drilling and Completions Demand Drops on Oil Price Demise

Research Question: How has the oil price collapse affected field work? Companies: HAL, HCLP, HP, NBR, PTEN, SLB, SLCA, WFT Click here to download the report (.pdf)   Highlights Operators Emphasizing Cost Per Barrel vs. Cost Per Well Operators are starting to emphasize cost per barrel rather than strictly looking at lowering well costs in terms of […]

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Jan 27 2015 Retail, Services

Lumber Liquidators Stems Share Loss But Challenges Still Exist

Research Question: Are Lumber Liquidators’ wood sourcing issues causing the company to lose share to competitors? Companies: AWI, HD, LL, LOW, MHK By: David Franklin Click here to download the report (.pdf)   Summary of Findings Lumber Liquidators Holdings Inc.’s (LL) alleged Lacey Act violations are unlikely to result in further, significant share loss. Lumber Liquidators’ share […]

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Sysco Whisper

Sysco Whisper

Research Question: Will Sysco successfully manage all the variables of its merger with US Foods? Companies Covered: Sysco (SYY), Aramark (ARMK), United National Food (UNFI), Costco (COST), Walmart (WMT) Report Available: Feb. 19, 2015   Blueshift’s initial research shows Sysco and US Foods’ preexisting initiatives combined with merger synergies should result in meeting the $600 […]

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Tesla Whisper

Tesla Whisper

Research Question: Will Tesla’s Model D sales compensate for the company’s short-term issues with China and lower gas prices? Companies Covered: Tesla (TSLA), Nissan Motor Co (NSANY), Bayerische Motoren Werke Aktiengesellschaft (BMW.DE), General Motors (GM) Report Available: February 6, 2015   Blueshift’s initial research shows strong demand for the higher-priced Model D, thought TSLA’s performance […]

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Constellation Brands Whisper

Constellation Brands Whisper

Research Question: Will Constellation Brands’ beer brands continue to outperform the market or have they plateaued? Companies Covered: Constellation Brands (STZ), Anheuser-Busch InBev (BUD), Molson Coors Brewing Company (TAP), SABMiller (SAB), Boston Beer Co. (SAM) Report Available: February 18, 2015   Blueshift’s initial research shows continued growth in Constellation Brands’ beer brands, especially its Modelo line, but a decline […]

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Cloud Data Backup Is Hurting Traditional Vendors

Research Question: What effect is cloud data backup having on traditional data backup vendors? Companies: CVLT, MSFT, SYMC By: John Harrington Click here to download the report (.pdf)   Highlights Three C-level sources with a national view into the data storage, management, replication and backup verticals said clients, especially large Microsoft Corp. (MSFT) network owners running Exchange, […]

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January 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, BABA, BBRY, CMCSA, CMG, COST, DISH, EBAY, ETR:BMW, FB, GM, GOOG/GOOGL, GIS, HAR, IHRT, KRX:005930, LNKD, MCD, MON, MSD, MSFT, NFLX, NXTD, P, QCOM, S, SYT, T, TMUS, TWTR, TWX, TYO:6460, TYO:6758, TYO:7201, TYO:7974, VLKAY, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome […]

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Facebook’s Ad Clout Still Growing As Its Mobile Reach Surges

Research Question: Can Facebook entice large national brands to increase advertising on its site? Companies: AAPL, AMZN, FB, GOOG/GOOGL, LNKD, MSFT, TWTR, YHOO By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) momentum with large national brands and other advertisers continues to build, especially in mobile display ads, where […]

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Jan 21 2015 Retail, Services

UA Holds No. 2 Apparel Spot with Room to Grow, Shoe Biz Lags

Research Question: Will Under Armour continue to gain share in the United States and become a global brand? Companies: ADDYY, BRK.A, COLM, GPS, HBI, HKG:0551, LB, LULU, NKE, SKX, TPE:9904, TYO:7936, TYO:8022, UA, VFC By: Chris Jenks & Susan Jennings Click here to download the report (.pdf)   Summary of Findings Under Armour Inc. (UA) will to continue […]

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