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May, 2016  // Posts published in May, 2016

May Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, BRK.A/B, BWLD, CAR, CCL/CUK, CMG, COH, DECK, DIS, DNKN, DPZ, EXPE, FIT, FRA:PUM, HABT, HTZ, JACK, KATE, KORS, MCD, NCLH, NDLS, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, RCL, SHAK, SKX, SONC, TRIP, UA, VFC, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Coach has taken […]

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Pandora Media Idea Proposal

Pandora Media Idea Proposal

Are record labels, talent management agencies, and musicians embracing Pandora’s reinvigorated platform? Report Available: June 23, 2016   Blueshift’s initial research found P undergoing new developments in its business with the acquisition of a ticket-selling company, an on-demand music platform, and the building of an artist marketing platform – all intended to appeal to record […]

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Tempur-Pedic Wields Pricing Power, Countered By Sealy’s Struggles

Research Question: Is Tempur Sealy handling competition from traditional brands and bed-in-a-box upstarts to the point it can push through price increases? Companies: MFRM, SCSS, TPX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Tempur Sealy International Inc.’s (TPX) Tempur-Pedic mattresses are in a category all their own, capitalizing on the […]

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Battle Between Pure Storage and EMC Means Little

Research Question: Is the all-flash data storage shift already falling toward commodity pricing, or can new sustained growth occur for any single vendor as clients switch over? Also, what threat does cheap cloud storage pose? Companies: AMZN, EMC, GOOG/GOOGL, HPE, INTC, KRX:005930, MLNX, MSFT, NTAP, PSTG, SMCI, TPE:2382, WDC By: John Harrington Click here to download […]

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Blackhawk Network Holdings Idea Proposal

Blackhawk Network Holdings Idea Proposal

Will the delay in retailers becoming EMV compliant derail Blackhawk’s gift card business? Report Available: June 29, 2016   Blueshift’s initial research found HAWK’s gift card business at risk because of retailers’ slow adoption of EMV compliant chip-enabled POS systems. As non-compliant retailers take measures to protect themselves against any fraud they now find themselves […]

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DWRE Growth Will Slow Due to Performance Issues and Competitive Pressure

Research Question: As Demandware continues to generate double-digit growth rates, are existing customers expanding their use of its services, including predictive intelligence applications? Companies: ADBE, AMZN, DWRE, EBAY, GDDY, GOOG/GOOGL, IBM, MSFT, N, ORCL, SAP, SHOP, WIX By: David Franklin Click here to download report (.pdf)   Summary of Findings Demandware Inc.’s (DWRE) double-digit growth rate […]

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PANW’s Growth Bumps Into Security Market Slowdown

Research Question: How are leading security vendors handling continuing attacks against data networks, clients demanding answers about high pricing, and sales cycle slowdowns? Companies: AMZN, CHKP, CSCO, FEYE, FTNT, JNPR, LON:QQ, MSFT, PANW By: John Harrington Click here to download the report (.pdf)   Summary Palo Alto Networks Inc. (PANW) has stated that its rapid […]

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Taser Idea Proposal

Taser Idea Proposal

Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Report Available: June 16, 2016   Blueshift’s initial research shows TASR at the forefront of the expansion in body camera sales and utilization, winning new contracts with large, high-profile police departments. But the competition is coming on strong, industry-wide […]

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May 17 2016 Communications, Technology

Cisco’s Sales Cycles Are Slowing Amid Its Product Strategy Shift

Research Question: What effect is Cisco’s shift toward its Digital Network Architecture and Network Functions Virtualization initiative having on enterprise sales? Companies: AMZN, CSCO, MSFT, MLNX, SMCI By: John Harrington Click here to download the report (.pdf)   Summary With no clear cloud strategy in place, Cisco Systems Inc. (CSCO) is pushing clients to revamp […]

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Perrigo Idea Proposal

Perrigo Idea Proposal

Will Perrigo recover from a recent string of negative developments to see short and long term growth in its three main business lines? Report Available: June 10, 2016   Blueshift’s initial research shows uncertainty in the quality of PRGO’s business and their long term trajectory. The company pre-announced Q1 earnings and revenue below Street expectations […]

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