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February, 2017  // Posts published in February, 2017

Signet Faces Another Tough Holiday As Valentine’s Also Disappoints (SIG)

Research Question: Will Signet Jewelers rebound from disappointing holiday sales with strong Valentine’s Day business? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings None of Signet Jewelers Ltd.’s (SIG) three main retailers—Zales, Kay Jewelers and Jared—had positive year-to-year store sales for Valentine’s Day. In fact, Zales and […]

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Applied Commercial HVAC Idea Proposal (JCI)

Applied Commercial HVAC Idea Proposal (JCI)

Will Johnson Controls keep pace with its competitors in the applied commercial HVAC space? Report Available:March 15, 2017   Blueshift’s initial research showed JCI disappointing with low organic growth in its recent earnings, falling behind its competitors in the applied commercial HVAC space. But JCI operates in different geographies, contracts with the federal government, and […]

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Douglas Dynamics’ Plow Sales Curbed by Lack of Snow (PLOW)

Research Question: Will Douglas Dynamics’ snowplow sales meet expectations this winter? Companies: PLOW, TTC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Douglas Dynamics Inc. (PLOW) will have a tough time meeting sales estimates for its plows this winter because of meager snowfall levels across large swaths of the Northeast […]

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FedEx Idea Proposal (FDX)

FedEx Idea Proposal (FDX)

Will FedEx’s new fulfillment service be successful enough to take market share from Fulfillment by Amazon? Report Available:March 16, 2017   Blueshift’s initial research finds FedEx aggressively entering the fast growing ecommerce fulfillment-as-a-service (FaaS) business for small and midsize companies with FedEx Fulfillment.  This new service will compete directly with its partner, Amazon, which offers […]

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Auto Lending Idea Proposal

Auto Lending Idea Proposal

Are rising delinquencies of subprime auto loans signs of a bubble set to burst or is it the new normal? Report Available:March 22, 2017   Blueshift’s initial research shows subprime auto loan delinquencies continuing to increase. According to the S&P Global Rating data, 1 in 5 borrowers in the subprime category are 60 days behind […]

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IT Security Firms Face an Uncertain Future in a Crowded Market (CSCO, FEYE)

Research Question: What main trends are driving IT security spending at the start of 2017? What next-generation technologies are gaining traction and disrupting the market? Companies: AMZN, CHKP, CSCO, DVMT, FEYE, FFIV, FTNT, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Summary IT security industry leaders will show off their wares […]

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Dollar Tree’s Family Dollar Integration Gaining Traction, Still a Work in Progress (DLTR)

Research Question: Are Dollar Tree’s integration initiatives for its Family Dollar stores producing cost savings and sales growth? Companies: BRK.A/B, CVS, DG, DLTR, FLO, PEP, TGT, TYO:3382, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Dollar Tree Inc.’s (DLTR) changes and initiatives for Family Dollar continue to be […]

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Higher Upstream Spending to Benefit Fraccing Markets First

Research Question: How will E&P capital spending fare in 2017, and which sectors will benefit first? Companies: BAS, HAL, HP, KEG, NBR, PTEN, RES, SLB, SPN Click here to download report (.pdf)   Highlights Upstream capital expenditures are expected to grow in the mid- to high single digits year to year, according to 12 drilling and […]

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Carter’s Wholesale Business Squeezed by Private Label; Amazon Not a Solution Yet (CRI)

Research Question: Will Carter’s wholesale business withstand private-label competition in 2017? Companies: AMZN, CRI, FINL, FL, HBI, JCP, KSS, M, NKE, PLCE, RL, ROST, TGT, TJX, WMT, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Carter’s Inc. (CRI) faces an uphill battle in the wholesale channel, combatting the rise […]

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Marriott Idea Proposal (MAR)

Marriott Idea Proposal (MAR)

Will Marriott’s acquisition of Starwood boost the hotel industry in 2017? Report Available: March 8, 2017   Blueshift’s initial research showed a mediocre 2016 in the hotel industry, though the year finished with some momentum in Q4. Expectations for 2017 call for a deceleration of growth, though the integration of Starwood and MAR will ramp […]

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