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July, 2013  // Posts published in July, 2013

Jul 31 2013 Services, Travel & Leisure

Gaylord Properties Remain in Demand Despite Acquisition Hiccups

Research Question: How have customers’ relationships with Gaylord salespeople changed since Marriott took over Gaylord properties? By: Susan Jennings Kantari Companies: MAR, RHP Click here to download the report (.pdf)   Summary of Findings Overall, sources have been satisfied with sales and service from Gaylord properties following Marriott International Inc.’s (MAR) management takeover, but eight voiced some concerns […]

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Thor on Track to Grow with RV Industry as Supply Meets Demand

Research Question: Can Thor Industries maintain its sales growth as competition in the RV industry heats up? By: Susan Jennings Kantari Companies: BRK.A, THO, WGO Click here to download the report (.pdf)   Summary of Findings Thor Industries Inc. (THO) is following sales growth trends in the recreational vehicle industry and expected to maintain market share into […]

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Jul 24 2013 Financial

THE CLOCK: Clean Energy Report, 2013 Q2

Click here to download the report (.pdf)   EDITOR’S INTRODUCTION In our first issue of the Clock, we set the time at 9 pm based on progress the clean energy industry has seen in the last decade juxtaposed with the challenges we face today. Now, in this second issue, the second quarter of 2013, we will set the […]

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Rental Car Demand Up, Rates Remain Flat This Summer

Research Question: Are summer rental car bookings and demand supporting higher rental rates, or is competition keeping prices in check? Companies: CAR, HTZ   By: David Franklin Click here to download the report (.pdf)   Summary of Findings Rental car bookings in early summer were higher year to year for seven of our eight sources. The remaining source […]

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Trial Sites Report Patient Backlog for BSX’s S-ICD Due to Supply Shortage

Research Question: Will Boston Scientific’s new first-in-class S-ICD system overcome supply-chain problems, achieve widespread adoption and reverse the company’s recent declines in cardiac device sales? By: David Franklin & Linda Richards Companies: ABT, BSX, EW, MDT, STJ Click here to download the report (.pdf)   Summary of Findings Clinical trial sites reported patient demand, easy implantation and minimal issues […]

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Sources Less Enthused about ThromboGenics’ Jetrea Post-Trial

Research Question: Will ThromboGenics’ Jetrea gain acceptance as a first-line treatment for VMA/VMT, or will it become a niche treatment? Companies: EBR:THR By: David Franklin Click here to download the report (.pdf)   Summary of Findings ThromboGenics NV’s (EBR:THR) Jetrea is in the early stages of its U.S. launch, and sources have limited experience with the only nonsurgical […]

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Competition Loosens Micros’ Pricing Power with Restaurants, Retailers

Research Question: Do chain restaurants and retailers value Micros’ POS and BI solutions? By: Susan Jennings Kantari Companies: IBM, MCRS, NCR, ORCL, PAR, SAP, TYO:6588 Click here to download the report (.pdf)   Summary of Findings As a follow-up to Blueshift’s April 19 Micros report focused on hotel sources, Blueshift spoke with 10 major chain restaurants, 7 of […]

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QlikView Experiencing Little Challenge to Its Lead in BI Data Discovery Market

Research Question: Will Qlik Technologies’ QlikView continue to outpace its business intelligence competitors? By: Reverdy Johnson & Guido Gualandi Companies: AMZN, CRM, DATA, ETR:SAP/SAP, IBM, INFA, MKTO, MSFT, MSTR, ORCL, PANW, QLIK, SPLK, TDC, TIBX Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) QlikView remains the market leader in the data discovery […]

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Market Share Loss Looms for IDEXX Laboratories

Research Question: Will IDEXX’s product and territory realignment and expanded sales force help it combat rising competition? By: David Franklin Companies: ABAX, HSKA, IDXX, MWIV, WOOF, ZTS Click here to download the report (.pdf)   Summary of Findings Fifteen of 22 sources believe IDEXX Laboratories Inc. (IDXX) risks losing <5% to 15% of its 70% market share of […]

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National Advertisers Drag on Local Markets, Drive Up Digital

Research Question: Has local advertising improved from its sluggish start to 2013? Has digital advertising maintained its growth momentum? By: Rachel Dangermond Companies: AOL, AAPL, BLC, CBS, FB, GCI, GOOG, LAMR, LNKD, MSFT, P, SBGI, SCOR, YELP, YHOO Click here to download the report (.pdf)   Summary of Findings Digital advertising spending is up year to year. Online […]

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