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January, 2016  // Posts published in January, 2016

Jan 29 2016 Retail, Services

FRPT Rides Natural Wave, But Execution Challenges Remain

Research Question: Will Freshpet’s refrigerator count growth rebound in 2016 after a disappointing 2015? Companies: BUFF, CENT, FRPT, NSRGY, SJM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Freshpet (FRPT) benefits from its place as the clear leader in refrigerated pet food and will gain space on retail floors, but […]

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January Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, BBBY, BBRY, CMG, DISH, EXPE, FB, GOOG/GOOGL, KYAK, MCD, NFLX, NKE, OWW, PCLN, PNRA, QSR, RH, SKX, SIRI, TGT, TPE:2498, TRIP, TWTR, TWX, TYO:6758, UA, W, WEN, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) saw declining attendance for the first time […]

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Trucking Industry Idea Proposal

Trucking Industry Idea Proposal

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the bigger players in the space? Report Available: March 2, 2016   Blueshift’s initial research finds 2016 off to a tough start for the trucking industry. Freight volumes slowed in the fall of 2015 and that […]

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Boot Barn’s Oil and Gas Related Troubles Worsen From October

Research Question: Will Boot Barn continue to see declining business in stores within or near oil and gas basins? Companies: BOOT, BRK-A/BRK-B, CAB, RCKY, TSCO, ­­WWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Business at Boot Barn Holdings Inc.’s (BOOT) stores in oil and gas regions continues to decline, […]

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AT&T Data Centers Headed to IBM in Sale?

Research Question: Is AT&T in the process of selling its collection of data centers to IBM? Companies: AMZN, CTL, GOOG/GOOGL, IBM, MSFT, RAX, T, VZ By: John Harrington Click here to download the report (.pdf)   Summary Blueshift Research has learned that AT&T Inc. (T) is poised to sell off the bulk, if not all, of […]

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UA Scores a Big Win Among Young Athletes Through Quality and Marketing

Research Question: Will Under Armour be the preferred athletic brand for high school and college athletes in 2016? Companies: ADDYY, BRK.A/B, COLM, DKS, ELY, ETR/FRA:PUM, GPS, HBI, KRX:081660, LB, LULU, NKE, RL, SKX, STO:NEWA-B By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Under Armour (UA) continues to gain among younger […]

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Millennials Focused on Price, Not Harley-Davidson’s Legacy

Research Question: Will Harley-Davidson bounce back in 2016 despite rising competition? Companies: BIT:PIA, ETR/FRA:BMW, ETR/FRA:NSU, HOG, PII, TYO:7012, TYO:7267, TYO:7269, TYO:7272 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Although warm weather likely will help motorcycle sales overall, Harley-Davidson Inc. (HOG) still is struggling to maintain market share as its […]

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Zillow Group Idea Proposal

Zillow Group Idea Proposal

Research Question: Have negative realtor sentiment or competitive forces slowed down Zillow’s growth? Report Available: Feb. 5, 2016   Blueshift’s initial research shows ZG still growing in popularity both among its user base and realtors. Most realtors’ love-hate relationship with ZG has not changed, and competitive pressure from NWS’ Realtor.com has risen.   Observations ZG’s revenues […]

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Jan 21 2016 Financial

Facebook’s Ad Revenue Growth on Track Despite More Challenges

Research Question: Are advertisers beginning to slow their spending on Facebook? Companies: AAPL, FB, GOOG/GOOGL, KRX:005930, LNKD, TWTR By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) flagship website could lose some ad dollars and market share to emerging social channels like Snapchat and its own Instagram platform […]

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Updates from the Oil Patch: Cost-Cutting and Low Drilling and Completion Activity Continue

What strategies are E&P companies utilizing during the downturn to reduce costs or increase efficiency? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)     Highlights Refracs Are Lackluster in a Dismal Completions Market (BHI, HAL, HCLP, RES, SLB, SLCA) Three sources […]

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