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July, 2015  // Posts published in July, 2015

Whole Foods Whisper

Whole Foods Whisper

Research Question: Will Whole Foods overcome its perception and reality problems related to high prices and overcharging on weight in 2015? Report Available: August 20, 2015   Blueshift’s initial research shows that slowing comps, share loss, and public image still plague WFM. In response, the company launched the 365 store, a new chain that will target value shoppers who […]

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July 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, BABA, BBBY, CAR, CBS, CMCSA, CMG, DIS, DISH, EXPE, FB, FIT, GM, GOOG/GOOGL, HTZ, IHRT, KR, KRX:005930, MCD, MON, NFLX, NKE, OWW, P, PCLN, PNRA, PYPL, SBUX, SCTY, SFXE, SIRI, SKX, SUNE, SYT, RH, TGT, TRIP, TSLA, TWTR, TWX, TYO:6758, TYO:7201, TYO:7203, TYO:7936, UA, VSLR, WEN, WFM, WMT, WWW, […]

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Ambarella Whisper

Ambarella Whisper

Research Question: Will Ambarella’s drone and automotive camera business segments continue to drive its skyrocketing growth? Report Available: August 19, 2015   Blueshift’s initial research shows AMBA’s system on chip (SoC) technology is a necessary component for many of its end markets, including high growth areas such as body cameras, action cameras, HD security cameras, police cams, vehicle cams, […]

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More Losses Likely for Post’s Michael Foods Due to Avian Influenza

Research Question: Will Michael Foods mitigate the loss of 25% of its egg supply by renegotiating customer contracts and raising prices so profitability falls by only $20 million in fiscal 2015? Companies: CAG, CALM, KRFT, POST, MCD, SYY By: David Franklin Click here to download the report (.pdf)   Summary of Findings It is unlikely that […]

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Kuka Whisper

Kuka Whisper

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Report Available: August 27, 2015   Blueshift’s initial research shows lofty growth forecasts for the industrial robot industry as robots become smarter, smaller and less expensive. Kuka’s LBR iiwa robot is among the newer generation of collaborative robots that are safe and nimble enough to collaborate with […]

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IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]

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Jul 27 2015 Media & Print

Local Advertising Shows Signs of Life

Research Question: Are national advertisers spending in the local markets again? Companies: AMCX, AMZN, CBS, CCO, CHTR, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG/GOOGL, IHRT, LAMR, MSFT, NFLX, NLSN, NWS/NWSA, NYT, P, RENT, SBGI, SCOR, SNI, SSP, T, TRCO, TWTR, TWX, VIA/VIAB, VZ, YHOO By: Rachel Dangermond Click here to download the report (.pdf)   Summary […]

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Jul 24 2015 Automotive, Consumer Goods

Auto Infotainment Hardware Makers Face Lost Power and Profits

Research Question: Will hardware makers like Harman and Delphi be left behind as the auto infotainment landscape veers toward software platforms and smartphones? Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, FCAU, FLEX, GM, GOOG/GOOGL, GRMN, HAR, INTC, JCI, KRX:000270, KRX:005380, MENT, MSFT, NVDA, P, SIRI, TMOAF/TMOAY, TPE:2315, TSLA, TYO:6632, TYO:6752, TYO:6773, TYO:6816, TYO:7203, […]

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Consumers, Consolidation Sustain Z; Realtor.com Gains Momentum, and FB Takes Some Agent Ad Dollars

Research Question: Will Zillow continue to attract realtors’ advertising dollars despite industry resentment and improvements made to Realtor.com by News Corp.? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Zillow Group Inc. (Z) will continue to attract real estate brokers’ advertising dollars because of its […]

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Exact Sciences Whisper

Exact Sciences Whisper

Research Question: Will Exact Sciences’ Cologuard become the colon cancer screening test of choice for physicians? Report Available: August 14, 2015   Blueshift’s initial research shows EXAS’s Cologuard, a non-invasive test for colon cancer, is monetizing at a significant rate following FDA approval and an increased sales staff. But some physicians argue the screener should not be […]

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