September, 2013 // Posts published in September, 2013
Gun Sales Growth Has a New Normal, Ammo Supply Still Short
Research Question: Will sales growth for gun and ammunition manufacturers continue to be explosive, or will it return to more normal levels? By: David Franklin Companies: ATK, OLN, RGR, SWHC Click here to download the report (.pdf) Summary of Findings Current and Future Gun/Ammo Sales and Market Share Demand and sales for guns and ammunition experienced […]
Tempur-Pedic Struggling to Grow Share Amid Lower-Price Competitors
Research Question: Is Tempur Sealy continuing to lose market share to competitors’ foam mattresses? By: Susan Jennings Kantari Companies: SCSS, TPX Click here to download the report (.pdf) Summary of Findings Tempur Sealy International Inc. (TPX) is struggling to grow its market share amid competitors with lower price points. The foam mattress trend continues to grow. […]
Auto Dealer Whisper
Research Question: Will parts and services revenue growth at auto dealerships continue to accelerate for the 0-5 year-old units in operation based on its current momentum? Companies Covered: AutoNation (AN); Penske Automotive Group (PAG); Lithia Motors (LAD); Group 1 Automotive (GPI); Ashbury Automotive Group (ABG); Sonic Automotive (SAH) Report Available: October 16, 2013 Blueshift’s […]
Netflix Whisper
Research Question: Is Netflix successfully expanding its demographic and mobile penetration as a path to future per person subscriptions? Companies Covered: Netflix (NFLX) Report Available: October 11, 2013 Blueshift’s current research shows NFLX with growth opportunities in lower-income homes and on mobile devices, while also beginning a path toward per person subscriptions, though none […]
Proto Labs Whisper
Research Question: Can Proto Labs meet high growth expectations through mostly existing customer penetration? Companies Covered: Proto Labs (PRLB) Report Available: October 22, 2013 Blueshift’s initial research shows PRLB continuing its revenue growth through penetration of existing customers, but facing challenges as its new customer growth has flattened and competition from big players, in-house development, and localized […]
Rovi Safe in Near-Term IP Licensing But Lags in Tech Innovation
Research Question: Will Rovi’s base TV guide licensing be at risk when long-term contracts come up for renewal with MSOs in 2015 and 2016? By: Seth Agulnick Companies: AMZN, ARRS, CHTR, CMCSA, CVC, DISH, DTV, GOOG, NFLX, ROVI, SATS, TWC, YHOO Click here to download the report (.pdf) Summary of Findings Large MSOs such as Comcast […]
Green Mountain Whisper
Research Question: Will private label manufacturers choose to partner with GMCR or compete with them head to head? Companies Covered: Green Mountain Coffee Roasters (GMCR) Report Available: October 10, 2013 Blueshift’s initial research shows GMCR trying to license private labels to expand its empire, but large companies pose the biggest hurdle for GMCR to overcome as private […]
IMAX Worth the Premium Price, Moves Ahead with Expansion
Research Question: Will soaring ticket prices derail IMAX’s expansion plans? By: Chris Jenks Companies: CKEC, CNK, DLB, RGC, RLD, TSE:IMX/IMAX Click here to download the report (.pdf) Summary of Findings All 15 sources in the U.S. and China said IMAX Corp. (TSE:IMX/IMAX) has successfully branded itself as a movie experience that is worth the premium ticket […]
Herbalife Q3 sales mixed in U.S., strong in Europe and China
Research Question: Are consumers and distributors backing off from buying Herbalife products so far in Q3 as scrutiny continues on safety issues and its possible pyramid scheme? By: Susan Jennings Kantari Companies: BTH, HLF, NUS Click here to download the report (.pdf) Summary of Findings Distributors and consumers continued to buy Herbalife Ltd. (HLF) products in […]
Mellanox Whisper
Research Question: Can Mellanox successfully grow its Ethernet solution and defend its InfiniBand lead despite Intel’s acquisitions and improvement to QLogic and Cray InfiniBand technology? Companies Covered: Mellanox (MLNX), Intel (INTC) Report Available: October 3, 2013 Blueshift’s initial research shows MLNX expanding its business through multiple acquisitions as it develops its next-generation technology, but […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
