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Recreational Products  // Browsing posts in Recreational Products

RV Industry Whisper

RV Industry Whisper

Research Question: Can Thor Industries keep its market leading position in a growing RV industry as competition heats up? Companies Covered: Thor Industries (THO), Winnebago Industries, Inc. (WGO) Report Available: July 25, 2013   Blueshift’s initial research shows THO leading the expanding RV market, which is being driven by the economic turnaround and an increased interest […]

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Harman International Industries Whisper

Harman International Industries Whisper

Research Question: Does Harman International possess a sustainable competitive advantage to differentiate itself from competitors and become a more integral player in the car audio and infotainment marketplace? Companies Covered: Harman International Industries (HAR) Report Available: April 5, 2013   Blueshift Research’s initial findings indicate Harman attempting to increase its market share by ramping production, reducing costs, and delivering […]

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LeapPad 2 Seeing Steady Post-Holiday Season Demand

Research Question: How is demand for the LeapPad 2 since the 2012 holiday season? By: Mason Rudy Companies: AAPL, LF Click here to download the report (.pdf)   Summary of Findings Demand for LeapFrog Enterprises Inc.’s (LF) LeapPad 2 was steady during the holiday season and has remained consistent since then, according to four supplier sources also interviewed […]

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Jan 18 2013 Recreational Products

Polaris Is the SXS Trailblazer Because of Innovation, Marketing and Quality

Research Question: Will increasing competition in side-by-side (SXS) ATVs knock Polaris off course? By: Susan Jennings Kantari Companies: ACAT, DE, PII, TYO:7012, TYO:7272, TYO:7267/HMC, TYO:7269 Click here to download the report (.pdf)   Summary of Findings Sixteen of 17 Polaris Industries Inc. (PII) and multibrand dealers said Polaris will hold onto its lead position in the side-by-side (SXS) […]

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Polaris Whisper

Polaris Whisper

Research Question: Will increasing competition in side-by-side ATVs knock Polaris off course? Companies Covered: Polaris (PII), Arctic Cat (ACAT), Deere & Company (DE) Report Available: Jan. 18, 2013   Blueshift’s initial research reveals increasing competition for Polaris in the ATV side-by-side market, but it is still unknown whether this new competition will be enough to take […]

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LeapPad 2 Is a Niche Market Leader, Not a Tablet Competitor

Research Question: Can the LeapPad 2 withstand competition from the iPad Mini and others to become the tablet of choice for children? By: Mason Rudy & Ryan Duck Companies: AAPL, AMZN, BKS, GOOG, HKG:0167, LF, KRX:005930, TPE:2357, TYO:6758/SNE, TYO:7717, TYO:7974 Click here to download the report (.pdf)   Summary of Findings LeapFrog Enterprises Inc.’s (LF) LeapPad 2 is […]

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Weather Permitting, Polaris Poised for 2013 Sales Growth

Research Question: Will anything besides another mild winter slow Polaris’ impressive sales run? By: Susan Jennings Kantari Companies: ACAT, DE, HMC, PII, TYO:7951 Click here to download the report (.pdf)   Summary of Findings Nothing besides another mild winter can slow the impressive sales run of Polaris Industries Inc. (PII). International sales and its Victory Motorcycles division are […]

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Polaris Whisper

Polaris Whisper

Research Question: Can anything besides another mild winter slow Polaris’ impressive sales run? Companies Covered: Polaris (PII) & Arctic Cat (ACAT)   Initial research by Blueshift indicates growing product sales for Polaris, with potential concerns over high inventory levels brought on by last year’s warm winter.   Observations Due in large part to strong demand in […]

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