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August, 2013  // Posts published in August, 2013

Lower Potash Prices Would Do Little to Boost Farm Equipment Sales

Research Question: Will lower input costs stemming from reduced potash prices lead to increased sales of farming equipment? By: David Franklin Companies: AGCO, ASX:BHP/BHP, CAT, CNH, DE, LNN,TYO:6326/KUBTY, VMI Click here to download the report (.pdf)   Summary of Findings The anticipated drop in potash pricing could help farmers reduce their crop production costs, but would not […]

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Aug 29 2013 Media & Print, Services

Meredith Relatively Strong in Print, on Par with Industry in TV

Research Question: Will Meredith cut back on its print runs? How heavily will reverse compensation fees eat into TV retransmission revenues for Meredith and others? By: Reverdy Johnson Companies: CBS, CMCSA, DIS, DISH, DTV, GCI, MDP, SBGI, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Ten of 10 print sources said Meredith […]

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Price and Product Variety Drive Ulta’s Growth in 2013

Research Question: Will Ulta continue its positive momentum through 2013 despite increasing competition and pricing pressure? By: Susan Jennings Kantari Companies: AMZN, CVS, M, SBH, ULTA, WAG Click here to download the report (.pdf)   Summary of Findings The growth of Ulta Salon, Cosmetics and Fragrance Inc. (ULTA) is expected to continue in the second half of […]

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ResMed, Competitors Cut CPAP Prices to Remain Relevant

Research Question: How are the July 1 CMS reimbursement cuts affecting the CPAP market, and can ResMed maintain its leadership position? By: David Franklin Companies: AET, AMS:PHIA/PHG, BX, CI, ETR:LIN, HNT, HUM, NZE:FPH, RMD, UNH, WLP Click here to download the report (.pdf)   Summary of Findings As in Blueshift Research’s June 21 report, sources expect the […]

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Aug 16 2013 Retail, Services

Lululemon Recovering Nicely from Sheer Pants Problem

Research Question: Will concerns over its sheer pants continue to derail Lululemon? By: Reverdy Johnson Companies: DKS, ETR:ADS, GPS, ICON, JCP, LULU, NKE, PVH, TGT, TJX, UA, VFC, WMT Click here to download the report (.pdf)   Summary of Findings Twenty-eight of 29 sources said Lululemon Athletica Inc. (LULU) has recovered from issues surrounding its sheer yoga […]

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Twitter Holds Promise But Lags GOOG, FB in Offering Clear Ad ROI

Research Question: Can Twitter compete with Google and Facebook in the digital advertising market? By: Reverdy Johnson Companies: FB, GOOG, LNKD, MSFT Click here to download the report (.pdf)   Summary of Findings Six of 11 sources believe Twitter Inc. will not be able to siphon significant ad dollars from Google Inc. (GOOG) and Facebook Inc. (FB) […]

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GMCR Bar Codes No Concern for Private Labels, Lawsuit Threat Could Be

Research Question: WillGMCR’s potential move to bar codes on K-Cups and a Keurig brewer that scans them stop the momentum for private-label K-Cup manufacturers before it really gets started? By: Reverdy Johnson Companies: AMZN, BBBY, COST, GMCR, KR, KRFT, LCUT, NC, PEET, SBUX, SVU, SWY, TGT, THS, WMT, UL Click here to download the report (.pdf)   […]

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ADBE Dominates Market Share; Reactions Mixed for Rent-Only Plan

Research Question: Will Adobe lose market share due to a backlash from its shift to a rent-only strategy for its Photoshop CC software? By: Susan Jennings Kantari Companies: AAPL, ADBE, GOOG Click here to download the report (.pdf)   Summary of Findings Adobe Systems Inc. (ADBE) will hold its market share dominance because of its superior capabilities. […]

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Groupon Leads Daily Deal Market in ROI, Reach, and Service

Research Question: What is the value and benefit of Groupon to merchants using daily deals? By: Reverdy Johnson Companies: AMZN, GRPN, TZOO, YELP Click here to download the report (.pdf)   Summary of Findings Groupon Inc. (GRPN) provides merchants the widest reach, greatest exposure, and best returns of all daily deal sites. Seven of eight merchants using Groupon […]

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Aug 02 2013 Retail, Services

Hibbett Sports Stays Nimble, Savvy Amid Growing Competition

Research Question: Can Hibbett Sports successfully continue its store expansion as Dick’s Sporting Goods also expands aggressively? By: Susan Jennings Kantari Companies: HIBB, DKS, BGFV Click here to download the report (.pdf)   Summary of Findings Hibbett Sports Inc. (HIBB) stands to successfully continue its store expansion in the face of growing competition, thanks to its savvy […]

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