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April, 2016  // Posts published in April, 2016

Red-Hot International Markets Bode Well for Match Group, Tinder

Research Question: Will Tinder’s paid subscribers deliver a revenue windfall for Match Group Inc.? Companies: FDBL, FB, MTCH   By: Emily Carr Click here to download the report (.pdf)   Summary of Findings Match Group Inc.’s (MTCH) Tinder is well placed to hit growth targets for its paid subscriber base by the end of 2016, […]

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Demandware Idea Proposal

Demandware Idea Proposal

As Demandware continues to generate double-digit growth rates, are existing customers expanding their use of its services, including predictive intelligence applications? Report Available: May 20, 2016   Blueshift’s initial research shows DWRE experiencing double-digit revenue growth since 2012 and the company’s three- to five-year outlook calls for an additional 30% subscription growth. Among the cloud-based […]

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April Trends Tracker

Trends Tracker Companies Covered: AAL, AAP, ADDYY, ALK, ALKS, BDSI, BRK.A/B, BWLD, CAR, CHH, CMG, DAL, DNKN EXPE, FB, H, HLT, HOT, HRTX, HTZ, IHG, JACK, JBLU, JCP, LNKD, LON:INDV, LUV, MAR, MCD, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, SHAK, SKX, SONC, STO:ORX, TRIP, TSX:GUD, TLV:TEVA, TTNP, TWTR, TYO:7936, UA, UAL, WEN, Z Click here to […]

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Drilling, Completions Demand and Pricing Still Soft Despite $40 Oil

Research Question: Have demand and pricing for oilfield services changed now that the price of oil per barrel is holding around $40? Companies: BHI, HAL, HP, NBR, PTEN, RES, SLB Click here to download the report (.pdf)   Highlights Fraccing Demand Has Not Increased; Service Pricing Remains at the Bottom (BHI, HAL, RES, SLB) Three […]

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TPX/Mattress Industry Idea Proposal

TPX/Mattress Industry Idea Proposal

Is Tempur Sealy handling competition from traditional brands and bed-in-a-box upstarts to the point it can push thru price increases? Report Available: May 25, 2016   Blueshift’s initial research finds the mattress industry becoming increasingly competitive with TPX facing challenges from Serta and Simmons, while also now having to contend with online retailers and innovative […]

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Trimble in Demand, Innovating to Stay Ahead; Subscriptions Not a Deterrent

Research Question: Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Companies: TRMB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Trimble Navigation Ltd.’s (TRMB) shift to emphasize recurring revenue with the introduction of a subscription-based service is an industry trend and a necessity to stay at […]

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PayPal Use to Grow Among Consumers, Merchants Based on Recognition, Reliability

Research Question: Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by recent developments with Apple Pay and Amazon Payments? Companies: AAPL, AMZN, AXP, DFS, FB, FDC, GOOG/GOOGL, HPY, KRX:005935, MA, OSTK, PYPL, SQ, TWTR, TYO:4755, V, WFC By: Reverdy Johnson Click here to download the report (.pdf) […]

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Teleflex’s Premium Pricing Strategy Will Prevail Despite Challenges

Research Question: Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Companies: ABMD, ANGO, BCR, BDX, BSX, CAH, CFN, EW, JNJ, KRX:005935, MDT, MMSI, STJ, TFX, TYO:4543 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Teleflex ’s (TFX) strategy of premium pricing […]

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Standard Workovers of Older Wells Teed-up by Some Operators

Research Question: Has there been any change in demand or pricing for oilfield services now that the price of oil is holding around $40? Companies: BAS, KEG, SPN Click here to download the report (.pdf)     Highlights Some Independent Operators Begin Workovers, Majors Queuing Up Projects (BAS, KEG, SPN) A representative working for a […]

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J.C. Penney Idea Proposal

J.C. Penney Idea Proposal

Are J.C. Penney’s new initiatives enough to lead it to sustainable success with its turnaround effort in 2016 and beyond? Report Available: May 6, 2016   Blueshift’s initial research shows J.C. Penney on the comeback trail with a new leader, initiatives to reinvigorate sales, bring more customers back the store, and increase sales per square […]

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