Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

December, 2015  // Posts published in December, 2015

Subprime Auto Loan Idea Proposal

Subprime Auto Loan Idea Proposal

Research Question: Will the subprime auto loan bubble burst in 2016? Report Available: Feb. 4, 2016   Blueshift’s initial research finds speculators worrying about a subprime auto financing bubble, but government data has not yet shown rapidly increasing delinquencies, and several agencies and analysts predict a stable subprime auto loan market in 2016. Other economic indicators, […]

Read more...

December Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, ANGI, CMCSA, CMG, COST, DISH, FB, GOOG/GOOGL, GRPN, KR, KRX:005930, KRX:0066570, LNKD, MCD, NFLX, NKE, PNRA, QSR, S, SKX, T, TMUS, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf)   Summary of Findings Respondents are moving to big-box retailers […]

Read more...

Gildan’s Low Price, High Quality Helping It to Gain Share Now and in 2016

Research Question: Will Gildan gain market share in branded innerwear in 2016? Companies: BRK.A/BRK.B, HBI, NKE, TSE:GIL/GIL, TYO:9983, UA, VFC By: Reverdy Johnson Click here to download the report (.pdf)     Summary of Findings Gildan Activewear Inc.’s (TSE:GIL/GIL) combination of low price and high quality is helping its branded innerwear gain share now and into […]

Read more...

Atlassian Idea Proposal

Atlassian Idea Proposal

Research Question: Will Atlassian’s software tools expand beyond software and IT development teams to become more entrenched in the whole enterprise? Report Available: February 4, 2016   Blueshift’s initial research shows TEAM off to a flying start post-IPO. Word of mouth advertising has fueled30%+ growth rate for each of its products, driven especially by niche software […]

Read more...

Oilfield Service Providers Face a Very Bleak Market

Research Question: Has there been any change in demand or pricing for oilfield services in the face of the extremely low oil prices? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN By: Reverdy Johnson Click here to download the report (.pdf)     Highlights The Number of Fraccing Jobs Has […]

Read more...

Taser Idea Proposal

Taser Idea Proposal

Research Question: Will Taser continue to grow its body camera business, while successfully signing law enforcement agencies onto Evidence.com’s more comprehensive service plans? Report Available: February 4, 2016   Blueshift’s initial research shows TASR continuing to grow its body camera business at a rapid pace, scoring more orders of late, including from very large metro areas. […]

Read more...

Popularity Decline, Not Just Weather, Spells Doom for Deckers’ UGG

Research Question: Did back-to-school and fall/early winter sales of Deckers’ UGG shearling and non-shearling boots meet retailers’ and distributors’ expectations? Companies: COLM, DECK, HKG:0494, NKE, SKX, VFC, WWW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The popularity and sales of Deckers Outdoors Corp.’s (DECK) UGG are declining at an […]

Read more...

Under Armour Idea Proposal

Under Armour Idea Proposal

Research Question: Will Under Armour overtake Nike as the preferred athletic apparel brand for high school and college athletes in 2016? Report Available: January 27, 2016   Blueshift’s initial research shows UA making progress with its footwear line, encroaching on NKE’s turf in multiple ways, and lining itself up to make a strong bid for the […]

Read more...

Freshpet Idea Proposal

Freshpet Idea Proposal

Research Question: Will Freshpet’s fridge count growth rebound in 2016 after a disappointing 2015? Report Available: January 29, 2016   Blueshift’s initial research shows FRPT falling short of its fridge count growth expectations, while also dealing with complaints about the smell, cost, and quality of its product. However, its 2015 struggles may only be temporary as […]

Read more...

Costly Security Appliances Will Fade Away As SDN Adoption Grows

Research Question: Will the move to push IT security intelligence into the virtual network level disrupt and commoditize the way legacy IT security vendors sell their appliance-based systems in 2016 and beyond? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, PANW, RHT, VMW By: John Harrington Click here to download the report (.pdf)     Summary Efforts are […]

Read more...