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August, 2012  // Posts published in August, 2012

Aug 31 2012 Communications, Technology

Nokia’s Growth from Lumia Windows 8 Phone Will Be Slow, Threatened

Research Question: Will the Lumia Windows Phone 8 spark sales growth for Nokia? By: Susan Jennings Kantari Companies: AAPL, GOOG, KS:005930, MSFT, MSI, NOK, RSH, S, T, TPE:2498, TSE:RIM/RIMM, VMED, VZ Click here to download the report (.pdf)   Summary of Findings The newest Lumia smartphone will create slow growth rather than a real sales spark for Nokia […]


Aug 30 2012 Retail

Ulta’s Veteran Stores Continue Sales Success Brand Becoming More Upscale

Research Question: Are Ulta stores open 2 or more years still on track to grow? By: Reverdy Johnson Companies: CVS, EL, EPA:MC, EPA:OR, RAD, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings †Nineteen of 29 sources expect positive sales trends at Ulta Salon, Cosmetics & Fragrances Inc. (ULTA) stores open […]


Online Travel Whisper

Research Question: Will Google’s foray into the travel sector take share from OTAs and review websites such as TripAdvisor? Companies: TripAdvisor (TRIP), Google (GOOG), Expedia (EXPE), & Priceline (PCLN)   Blueshift’s initial research indicates increasing competition in the online travel industry, with OTAs and TripAdvisor facing more challenges for market share.   Observations With its […]


Green Mountain Coffee Roasters Whisper

Research Question: With its K-Cup patent set to expire, will Green Mountain Coffee experience a significant decrease in sales as competition heats up? Companies: Green Mountain Coffee Roasters (GMCR)   Blueshift’s initial research on GMCR revealed the long-anticipated entry of lower-priced off-label K-Cup packets in September, with the consequences for GMCR sales undetermined.   Observations […]


OpenTable Whisper

Research Question: Can a new technology platform and real-time booking availability help OpenTable’s U.K. business, TopTable, grow restaurant subscriptions and diner usage? Company: OpenTable (OPEN)   Blueshift’s initial research on OpenTable indicates initiatives to improve and grow its TopTable business have been positively received by restaurants while customer complaints remain.   Observations In May, OpenTable […]


Lululemon Fends Off Greater Competition Through Quality, Styling

Research Question: Are Lululemon’s sales declining because of increasing competition? By: Ryan Duck Companies: FRA:ADS, GAIA, GPS, HBI, JWN, LTD, LULU, NKE, TGT, UA, VFC Click here to download the report (.pdf)   Summary of Findings Lululemon Athletica Inc. (LULU) posted an increase in sales and popularity during the last three months and is expected to grow […]


MSOs, Studios and Telecoms Emerge As OTT Winners at Netflix’s Expense

Research Question: Who will be the OTT market’s big winners and losers in the next three to six months? By: Reverdy Johnson Companies: AAPL, AMZN, ARRS, CBS, CHTR, CMCSA, CSTR, CVC, DIS, DISH, LGF, NFLX, NLSN, RENT, T, TWC, TWX, TYO:6758/SNE, VIA, VZ, YHOO Click here to download the report (.pdf)   Summary of Findings MSOs, telecoms and […]


Containerboard Industry Whisper

Research Question: Will the containerboard price hikes hold and if so, will they be passed on to end users or absorbed by the box manufacturers? Companies: International Paper (IP), Weyerhaeuser (WY), Domtar (UFS), Rock-Tenn (RKT), Packaging Corp of America (PKG), & others   Blueshift’s initial research on the containerboard industry indicates uncertainty as to whether […]


IPG Photonics Whisper

Research Question: Are large international industrial fiber laser manufacturers eroding IPGP’s market share and resulting in declining margins? Company: IPG Photonics Corporation (IPGP)   Blueshift’s initial research on IPGP in early August revealed that solid growth would continue but could be slowed by large well-known international companies offering their own fiber laser solutions like Nufern, […]


Aug 21 2012 Idea Proposals, Retail

Ulta Whisper

Research Question: Are Ulta stores open 2+ years still on track to grow? Company: Ulta (ULTA)   Blueshift’s initial research on Ulta indicates a lack of consensus regarding growth prospects for Ulta’s stores open longer than two years.   Observations May and June represented slower growth months in the cosmetics industry amid concerns about the […]