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Tesla Whisper
Research Question: Will Europe and China lead the way for Tesla sales in 2014? Companies Covered: Tesla (TSLA) Report Available: April 18, 2014 Blueshift’s initial research shows Tesla with aggressive sales goals in Europe and China, but the lack of charging stations in these regions and other obstacles could hold back adoption of Tesla models […]
Luxury Brands Not Breaking Out in 2014, Need Focus on Ultra-Rich
Research Question: Are luxury brands expecting and prepared for a breakout year in 2014? Companies: BIT:SFER, COH, COTY, EPA:KER, EPA:MC/LVMUY, EPA:RMS, FNP, HKG:1913, KORS, LON:BRBY/BURBY, RL, SIG, TIF, VTX:CFR, VTX:UHR, ZLC By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings The global luxury market will not have a breakout year in 2014. Instead, sales […]
Tesla Still in the Driver’s Seat
Research Question: Will demand for Tesla vehicles remain strong throughout 2014? Companies: BIT:F/FIATY, EPA:RNO/RNSDF, EPA:UG/PEUGY, ETR:BMW, ETR:DAI/DDAIF, ETR:NSU, ETR:PAH3/POAHY, ETR:VOW3/VLKAY, F, GM, TSLA, TYO:7201/NSANY, TYO:7203/TM, TYO:7267/HMC By: Chris Jenks Click here to download the report (.pdf) Summary of Findings U.S. sales of Tesla Motors Inc.’s (TSLA) Model S sedan will continue to be strong in 2014. The […]
Rental Car Fleets in Line with Solid Demand
Research Question: Are rental car fleets for Hertz, Avis and Enterprise a rational size for profit, and what is their inventory utilization rate? Companies: CAR, HTZ By: David Franklin Click here to download the report (.pdf) Summary of Findings National rental car fleets are sized appropriately at all the major rental car companies. Regional increases to meet […]
Sirius XM Attracts Few Dealers, Customers of Used Cars
Research Question: Will Sirius’ efforts to target used car dealerships and used car buyers result in a significant new revenue stream for the company? Companies: AAPL, CCO, LMCA, P, SIRI By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Few buyers of used cars that are already equipped with Sirius XM Holdings […]
Tesla Whisper
Research Question: Can Tesla maintain its high demand throughout 2014? Companies Covered: Tesla Motors (TSLA) Report Available: February 6th, 2014 Blueshift’s initial research indicates that Tesla Motors is hitting on all cylinders with its Model S outperforming expectations, though it faces headwinds including possible production challenges, rising infrastructure capital expenditures, and the sustainability of the company’s […]
Tesla Stands Alone in Luxury EV Niche
Research Question: Will high-end electric or hybrid vehicles from BMW, Audi and Porsche pop Tesla’s bubble? Companies: BIT:F/FIATY, ETR:BMW, ETR:NSU, ETR:PAH3/POAHY, F, GM, TSLA, TYO:7201/NSANY, TYO:7203/TM, TYO:7211/MMTOF By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Tesla Motors Inc.’s (TSLA) Model S still has no direct competition; it stands alone in its class of […]
New Car Sales Expected to Rev Up Parts/Services Revenue in Next Few Years
Research Question: Will parts and services revenue at auto dealerships continue to accelerate for the 0- to 5-year-old units in operation based on current momentum? By: David Franklin Companies: AAP, ABG, AN, AZO, GPI, KMX, LAD, ORLY, PAG, SAH Click here to download the report (.pdf) Summary of Findings UIO/VIO Effect on Parts and Services Revenue Over […]
Telsa Whisper
Research Question: Will high-end electric hybrid cars from BMW, Audi, and Porsche pop Tesla’s bubble? Companies Covered: Tesla (TSLA); Bayerische Motoren Werke (BMW); Volkswagen (VOW) Report Available: October 24, 2013 Blueshift’s initial research shows TSLA increasing revenue as electric car adoption takes off, but facing new competition from BMW, Audi, and Porsche who are all entering the high-end electric […]
Auto Dealer Whisper
Research Question: Will parts and services revenue growth at auto dealerships continue to accelerate for the 0-5 year-old units in operation based on its current momentum? Companies Covered: AutoNation (AN); Penske Automotive Group (PAG); Lithia Motors (LAD); Group 1 Automotive (GPI); Ashbury Automotive Group (ABG); Sonic Automotive (SAH) Report Available: October 16, 2013 Blueshift’s […]
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