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November, 2015  // Posts published in November, 2015

November 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, CMG, COH, DISH, FB, FIT, GME, GOOG/GOOGL, IHRT, KATE, KORS, MCD, MSFT, NFLX, NKE, P, PNRA, QSR, SCTY, SKX, TWTR, TWX, TYO:6758, TYO:7936, UA, VZ, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc.’s (SKX) growth remains impressive. Expected purchases of Skechers […]

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Cruise Industry Idea Proposal

Cruise Industry Idea Proposal

Research Question: Will the 2016 wave season see strength despite heightened security concerns? Report Available: January 7, 2016   Blueshift’s initial research shows cruise lines aggressively ramping up their advertising and promotional efforts to woo cruisers for the 2016 wave season. Activity in China’s cruise market is heating up as more Chinese become excited about cruising. […]

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Oilfield Work Slows to a Crawl, Cost Cutting Continues

Research Question: What has been the effect of continued low commodity prices on oilfield activity? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)   Highlights Workover Market Moves to Routine Maintenance Mode (BAS, KEG, NBR, SPN) Demand for workover rigs has weakened this […]

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Gildan Activewear Idea Proposal

Gildan Activewear Idea Proposal

Research Question: Will sales of Gildan Activewear’s branded apparel rebound in 2016? Report Available: Dec. 21, 2015   Blueshift’s initial research shows GIL’s branded apparel entering some large retailers of late, but recent sales fell short of expectations as a key retailer is blamed for lower-than-expected inventory replenishment in Q3. However, Q4 and 2016 sales could […]

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Nov 19 2015 Restaurants, Services

Dave & Buster’s to Continue to Win Through Initiatives, Agility

Research Question: Will store remodels and other initiatives continue to drive Dave & Buster’s higher-than-anticipated growth? Companies: BWLD, DIN, DRI, PLAY By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Store remodeling, the mix of new small and large locations, the new “Power Card” system, a growing focus on group sales, […]

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Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]

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Deckers Idea Proposal

Deckers Idea Proposal

Research Question: Did back-to-school and fall sales of Deckers’ UGG shearling and non-shearling boots outperform last year for retailers and distributors? Report Available: Dec. 16, 2015   Blueshift’s initial research shows Deckers has a tall order to fill in achieving its predicted 11% sales growth in its Q3. Brick and mortar apparel retailers have been suffering […]

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Facebook Idea Proposal

Facebook Idea Proposal

Research Question: Are advertisers beginning to slow down their spending on Facebook? Report Available: Dec. 17, 2015   Blueshift’s initial research shows the vast majority of sources and outlets still believe ad spending on social media sites, including FB, will increase considerably in 2016. However, Blueshift has now received three concerning anomaly data points regarding FB […]

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October 2015 Trends Tracker

Trends Tracker Companies: AAPL, ADDYY, AMZN, AWAY, BBBY, BBRY, CMG, COF, DISH, ETR:BMW, EXPE, FB, GM, GOOG/GOOGL, HTZ, KYAK, KRX:005935, MCD, MON, NFLX, NKE, PCLN, PNRA, QSR, RH, SKX, SIRI, TGT, TRIP, TWC, TWTR, TYO:7203, UA, W, WEN, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) all-day breakfast is […]

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Shift to Digital Materials Is Putting Pressure on HMHC to Innovate

Research Question: Will HMH increase its market share as school and government spending on K–12 educational content increases? Companies: AAPL, APO, DISCA, GOOG/GOOGL, HMHC, PSO, SCHL By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Houghton Mifflin Harcourt Co. (HMHC) will be hard-pressed to increase its market share for K–12 instructional […]

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