February, 2014 // Posts published in February, 2014
Abaxis’ Share Gains Will Have Little Effect on IDEXX’s Lead Position
Research Question: Are Abaxis and Heska taking share from IDEXX Laboratories now that the market has adjusted to a new competitive environment created by last year’s FTC settlement? Companies: ABAX, HSIC, HSKA, IDXX, MWIV, WOOF, ZTS By: David Franklin Click here to download the report (.pdf) Summary of Findings Abaxis Inc. (ABAX) will gain some share in […]
ChannelAdvisor in Prime Position to Tackle Threats from All Angles
Research Question: Will ChannelAdvisor’s stand-alone channel management software solution lose out to third-party marketplace tools and broader e-commerce platforms? Companies: AMZN, BBY, DWRE, EBAY, ECOM, IBM, ORCL, SAP, SHLD, SPLS By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Eighteen of 23 sources across all silos view ChannelAdvisor Corp. (ECOM) as the industry […]
Monsanto’s FieldScripts an Early Move on the Next Phase of Farming
Research Questions: Does Monsanto’s IFS/FieldScripts provide a competitive advantage? Which seed companies are gaining or losing market share? Companies: DD, DE, DOW, MON, TRMB, VTX:SYNN/SYT By: David Franklin Click here to download the report (.pdf) Summary of Findings Monsanto Co.’s (MON) Integrated Farming Systems (IFS) platform and FieldScripts prescription product, which was made available to 150 corn […]
Gun, Ammo Sales Growth Rate Back to “Normal”
Research Question: Will concerns over gun legislation and low ammunition inventory lead to a slowdown in industry sales or spur continued strength in 2014? Companies: ATK, OLN, RGR, SWHC By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Just two of 21 sources expect 2014 sales growth in firearms and ammunition to top […]
Overlapping Security Products Fracturing the Market
Tech Trends You Need to Know Companies: FEYE, CSCO, PANW, FTNT, CHKP, JNPR By: John Harrington Click here to download the report (.pdf) Highlights Many high-end data security products do the exact same things, despite vendor claims of uniqueness. Customer willingness to spend without limits on security is likely to be short-lived. None of the next-gen […]
Luxury Brands Not Breaking Out in 2014, Need Focus on Ultra-Rich
Research Question: Are luxury brands expecting and prepared for a breakout year in 2014? Companies: BIT:SFER, COH, COTY, EPA:KER, EPA:MC/LVMUY, EPA:RMS, FNP, HKG:1913, KORS, LON:BRBY/BURBY, RL, SIG, TIF, VTX:CFR, VTX:UHR, ZLC By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings The global luxury market will not have a breakout year in 2014. Instead, sales […]
Tesla Still in the Driver’s Seat
Research Question: Will demand for Tesla vehicles remain strong throughout 2014? Companies: BIT:F/FIATY, EPA:RNO/RNSDF, EPA:UG/PEUGY, ETR:BMW, ETR:DAI/DDAIF, ETR:NSU, ETR:PAH3/POAHY, ETR:VOW3/VLKAY, F, GM, TSLA, TYO:7201/NSANY, TYO:7203/TM, TYO:7267/HMC By: Chris Jenks Click here to download the report (.pdf) Summary of Findings U.S. sales of Tesla Motors Inc.’s (TSLA) Model S sedan will continue to be strong in 2014. The […]
Rental Car Fleets in Line with Solid Demand
Research Question: Are rental car fleets for Hertz, Avis and Enterprise a rational size for profit, and what is their inventory utilization rate? Companies: CAR, HTZ By: David Franklin Click here to download the report (.pdf) Summary of Findings National rental car fleets are sized appropriately at all the major rental car companies. Regional increases to meet […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
