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August, 2011  // Posts published in August, 2011

Aug 29 2011 Basic Materials, Chemicals

Monsanto’s RR2 Soybeans Viewed More Favorably Than Its SmartStax (MON)

Research Question: How are Monsanto’s SmartStax corn and RR2 soybeans performing, and will their yield live up to farmers expectations? By: David Franklin Companies: DD, DOW, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) Genuity SmartStax corn is performing in line with other corn seed brands, but it costs […]


Pandora Feeling the Pinch from Online Streaming Competitors (P)

Research Question: Can Spotify and other music streaming services make enough noise to attract Pandora’s listening audience? By: David Franklin Companies: AAPL, BBY, CBS, CCO, GOOG, P, SIRI Click here to download the report (.pdf)   Summary of Findings Substantial growth within Pandora Media Inc.’s (P) fee-paying audience will be challenged by the numerous competitors and emerging […]


Aug 19 2011 Retail

Ulta Brings Makeup to the Masses Through Promos, Selection, Locations

Research Question: Will Ulta continue its same-store sales growth and discount levels through the remainder of 2011? By: David Franklin,  Reverdy Johnson and Ryan Duck Companies: AMZN, COST, CVS, EL, EPA:MC, EPA:OR, JCP, JWN, M, SBH, SKS, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Ulta Salon, Cosmetics & Fragrance […]


HomeAway Is Far and Away the Vacation Rental Leader (AWAY, EXPE)

Research Question: Can HomeAway sustain its growth, and will its online business model be a game changer in the vacation rental industry? By: David Franklin Companies: AWAY, LSTZA Click here to download the report (.pdf)   Summary of Findings HomeAway Inc. (AWAY) and its Web sites, including VRBO, were one of the first to market and are […]


Used-Game Sales Thriving But Signs of Slow Down on Horizon (GME)

Research Question: What are the sales and inventory trends of used video games, and how fast are these trends moving? By: Reverdy Johnson Companies: AAPL, AMZN, ATVI, BBY, EBAY, EPA:UBI, ERTS, GME, MSFT, OSA:7974, THQI, TTWO, TYO:6758/SNE, TYO:9697, WMT Click here to download the report (.pdf)   Summary of Findings The used video-game business remains strong. Gamers, […]


Consumer Behavior Positive in Trends From Blueshift’s July/Early August Reports

Click here to download the report (.pdf)   Background Blueshift Research produced 10 research reports in July and 3 so far in August. From these reports, macro trends relating to consumer behavior and manufacturing/supplier inputs have developed. Below you will find highlights of these trends as well as inputs from Blueshift’s sources.   Consumer Behavior Blueshift […]


Limited Brands’ Sales Success to Continue, Including in Canada

Research Question: Will 1H11 sales success for Limited Brands’ Victoria’s Secret and Bath & Body Works continue, and how will it affect the company’s Canadian expansion? By: David Franklin Companies: EPA:MC, EPA:OR, LTD Click here to download the report (.pdf)   Summary of Findings All 23 Limited Brands Inc.’s (LTD) sources and four industry specialists expect sales […]


Shoppers Face Higher Back-to-School Prices, Lower Quality

Research Question: What are back-to-school retail pricing trends, and how are these affecting consumer demand? By: Susan Jennings Kantari Companies: AEO, ANF, ARO, BKE, CRI, DKS, EXPR, GPS, JCP, KSS, M, PSUN, TGT, VFC Click here to download the report (.pdf)   Summary of Findings Retailers’ back-to-school prices are as much as 20% higher year to year. […]


Crocs’ New Styles Catching On, Back-to-School Has Potential (CROX)

Research Question: How are Crocs’ new styles being received, and what is in store for the back-to-school season? By: Reverdy Johnson Companies: AMZN, CROX, ETR:ADS, JWN, KSS, NKE, PSS, TGT, TJX, VFC Click here to download the report (.pdf)   Summary of Findings Crocs Inc.’s (CROX) new styles have a stronger following and awareness than in Blueshift’s […]