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June, 2012  // Posts published in June, 2012

Tempur-Pedic’s Simplicity Expands Customer Base, but Challenges Increasing (TPX)

Research Question: Will Tempur-Pedic’s new Simplicity line cannibalize its own more expensive products or expand sales? By:  Susan Jennings Kantari Companies: TPX, ZZ Click here to download the report (.pdf)   Summary of Findings The Simplicity line by Tempur-Pedic International Inc. (TPX) will not cannibalize its higher-priced mattresses. It also allows the brand to expand its customer […]


Jun 14 2012 Semiconductors, Technology

Mellanox’s Short-Term Share Secure in InfiniBand, Building in Ethernet (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? By:  David Franklin Companies: AAPL, BRCD, CRAY, CSCO, EMA, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings † All 19 sources view Mellanox Technologies Ltd. (MLNX) as the […]


The Fresh Market Whisper (TFM)

Research Question: Amid aggressive store expansion, will sales at The Fresh Market’s veteran stores suffer? Companies: The Fresh Market (TFM), Whole Foods (WFM)   Blueshift’s initial research on TFM indicates the company’s stores open more than a year continue to thrive and have been helped by positive attention surrounding newly opened stores.    Observations Yelp […]


Nielsen Retains Share But Responds Slowly to a Changing Market (NLSN)

Research Question: Is Nielsen’s Buy segment succumbing to competitive pressure from Visa, MasterCard and others data-analytics companies? By:  Reverdy Johnson Companies: AXP, EBAY, EPA:IPS, ETR:GFK, FB, GOOG, LON:TSCO, LON:WPP, MA, NLSN, RENT, SCOR, SPIR, V Click here to download the report (.pdf)   Summary of Findings Nielsen Holdings N.V.’s (NLSN) Buy segment market share is in a […]


Weight Watchers Whisper (WTW)

Research Question: Are Weight Watchers’ poor meeting attendance rates fixable?  Company: Weight Watchers International (WTW)   Initial research by Blueshift indicates declining in-person meeting attendance at Weight Watchers due to the success of its online program, as well as dissatisfaction and challenges with the company’s new PointsPlus Program.   Observations Weight Watchers’ 1Q earnings report […]


Safeway Whisper (SWY)

Research Question: Will Safeway revolutionize couponing and consumer behavior with its “Just for U” initiative?  Company: Safeway (SWY)   Initial research by Blueshift indicates conflicting data about the impact of Safeway’s “Just for U” initiative.   Observations Safeway’s new personalized pricing and targeted coupon program, “Just for U”, will be available chainwide by the end […]


Mellanox Technologies Whisper (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? Companies: Mellanox Technologies (MLNX), Intel (INTC)   Initial research by Blueshift indicates positive signs for Mellanox, with the threat of increasing competition looming from QLogic.   Observations A system engineer for an OEM using […]


PayPal Whisper (PYPL)

Research Question: Will PayPal dominate the mobile POS payments industry with its VeriFone partnership? Companies Covered: eBay Inc. (EBAY), Google Inc. (GOOG), VeriFone Systems Inc. (PAY)   Initial Research by Blueshift indicates minimal PayPal payment traction at the brick and mortar retail point of sale. A potential surge in merchant adoption of PayPal’s solutions could occur […]


Housing Market Whisper

Research Question: What read do housing industry suppliers and real estate professionals have on the housing market in 2Q12 and 2H12? Companies: Home Depot (HD), Lowe’s (LOW), Toll Brothers (TOL), D.R. Horton (DHI), KB Home (KBH), & Lennar (LEN)   Initial research by Blueshift indicates conflicting data about the direction of the housing market, consumer confidence, […]


OpenStack/CloudStack Whisper (CTX, RAX)

Research Question: Is OpenStack on the verge of changing the cloud computing universe or will it lose out to Citrix’s CloudStack?  Companies: Rackspace (RAX), Citrix Systems (CTXS)   Initial research by Blueshift indicates differing opinions on the future of OpenStack, confounded by Citrix’s recent move of CloudStack to the Apache Foundation.   Observations There are currently 168 […]