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February, 2013  // Posts published in February, 2013

Cisco’s Open Platform a Plus, Smart Grid Adoption Faster Outside of U.S.

Research Question: Will Cisco’s launch of the Connected Grid Cisco Developer Network and an ever-growing roster of partners make it the communications and network backbone of the smart grid? By: Susan Jennings Kantari Companies: BDC, CSCO, EPA:ALO, EPA:ALU/ALU, EPA:AREVA, EPA:SU, ESE, FRA:SIE/SI, GE, IBM, ITRI, JNPR, KRX:006400, KRX:017670/SKM, KRX:066570, MSI, SHE:002502,  STO:ERIC.B/ERCITYO:6752, T, TYO:6501, TYO:6502, VTX:ABBN/ABB, VZ Click […]


FTC Settlement Will Chip Away at IDEXX’s Large Lead

Research Question: Is IDEXX’s 70% market share at risk now that an FTC settlement has restored competition in the veterinary diagnostic market? By: David Franklin Companies: ABAX, ABT, HSIC, HSKA, IDXX, MWIV, PDCO, WOOF Click here to download the report (.pdf)   Summary of Findings Twenty of 27 sources think IDEXX Laboratories Inc. (IDXX) is at risk of […]


Fragmented Car Rental Market Will Challenge Rate Increase Attempts

Research Question: How are rental-car company pricing and market share expected to trend now and over the next 1 to 3 years? By: David Franklin Companies: CAR, HTZ Click here to download the report (.pdf)   Summary of Findings Sources acknowledge that the current rental car pricing landscape is highly competitive, with low prices, discounting, and promotions dominating […]


SodaStream Finishes 2012 on High Note, Holds More Potential in 2013

Research Question: Can SodaStream continue its successful run and increase its penetration of the U.S. market? By: Reverdy Johnson Companies: BBBY, GMCR, KO, KRFT, LCUT, PEP, SODA Click here to download the report (.pdf)   Summary of Findings Distributor and specialist sources said SodaStream International Ltd. (SODA) sales climbed 20% to 25% in the fourth quarter and have […]


HomeAway’s Reach Makes It a Necessary Evil for Owners, Managers

Research Question: Will new bundle options and tiered pricing result in greater usage of HomeAway’s sites, or will the corresponding listing price hikes put off homeowners and property managers? By: David Franklin Companies: AWAY, EXPE, GOOG, KYAK, PCLN, TRIP Click here to download the report (.pdf)   Summary of Findings HomeAway Inc.’s (AWAY) new pricing and listing bundle […]


Feb 12 2013 Consumer Goods, Retail

Staples Will Lead the Office Supply Industry’s Slow Transition to Online

Research Question: How willing are office supply consumers to purchase items online, and will be part of this shift? By: Reverdy Johnson Companies: AMZN, BBY, COST, FDX, ODP, OMX, SPLS, TGT, WMT Click here to download the report (.pdf)   Summary of Findings Nine of 17 sources said the office supply industry will not shift dramatically to […]


QlikView to Grow Market Share, Challenge Traditional BI Solutions

Research Question: Will Qlik Technologies continue to outpace its business intelligence competitors? By: Reverdy Johnson & Guido Gualandi Companies: CKSW, CRM, ETR:SAP/SAP, IBM, MSTR, ORCL, QLIK, TDC, TIBX Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) QlikView is poised to grow further and to gain market share as demand for business intelligence […]


Herbalife Distributors Loyal to the Company and Its Products

Research Question: How accurate is hedge fund manager Bill Ackman in calling Herbalife a pyramid scheme? By: Susan Jennings Kantari Companies: HLF Click here to download the report (.pdf)   Summary of Findings Only one of Blueshift’s 17 sources believes Bill Ackman was accurate in calling Herbalife Ltd. (HLF) a pyramid scheme. None of our Herbalife user or […]


Lumber Liquidators Will See DIY Sales Grow Given Lack of Direct Competitor

Research Question: Can Lumber Liquidators increase its market share and sales in 2013? By: Ryan Duck Companies: HD, LL, LOW Click here to download the report (.pdf)   Summary of Findings Lumber Liquidators Holdings PLC’s (LL) product range, pricing, and advertising should allow the company to grow its market share and sales in 2013, according to 11 of […]


UGG Popularity, Sales Surge in Late 2012 After Slow Autumn

Research Question: Is Deckers’ UGG brand set for a 2013 comeback in light of cooler weather and low shearling prices? By: Susan Jennings Kantari Companies: DECK Click here to download the report (.pdf)   Summary of Findings Nine of 10 store sources said the popularity of Deckers Outdoor Corp.’s (DECK) UGG Australia this winter has been steady […]