April, 2014 // Posts published in April, 2014
RAX Faces Mounting Challenges In Hosting And Cloud Businesses
Research Question: Can Rackspace dominate the full-service cloud computing niche? Companies: AKAM, AMZN, CRM, CSCO, CTL, CTXS, EQIX, GOOG, HPQ, IBM, MSFT, ORCL, RAX, RHT, VMW, WDAY By: John Harrington Click here to download the report (.pdf) Summary of Findings Demand for high-touch cloud computing service is on the rise because enterprises need help deploying to the cloud, […]
Cruise Lines Gaining Back Pricing Power; River Cruises all the Rage
Research Question: Will cruise lines need to rely on continued discounts and decreased pricing to drive bookings for the rest of 2014? Companies: CCL, DIS, HKG:0678, NCLH, RCL By: Susan Jennings Click here to download the report (.pdf) Summary of Findings Fourteen of 16 travel agent sources noted increased bookings in 1Q14 compared to 1Q13. Pricing is […]
Gun Enthusiasts Are Shooting First, Stockpiling Later
Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies: ATK, CAB, DKS, GD, OLN, RGR, SWHC, WMT By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Nine of 14 firing range personnel said customers/members are intent on shooting the ammunition they purchase and would use even more ammo if available. […]
Obstacles Loom on Tesla’s Road to Success in China and Europe
Research Question: Will Europe and China lead the way for Tesla sales in 2014? Companies: DDAIF, EPA:RNO, ETR:BMW, ETR:NSU, ETR:PAY3, FIATY, GM, HKG:1211, KRX:005380, STO:VOLV-B, TSLA, TYO:7201, TYO:7203, TYO:7211, TYO:7267, VLKAY By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Interviews with 21 sources in China and Europe revealed considerable sales potential for Tesla […]
BlackBerry Whisper
Research Question: Will BlackBerry successfully transform itself from a hardware company to a software company? Companies Covered: BlackBerry (BBRY) Report Available: May 23, 2014 Blueshift’s initial research shows BlackBerry leveraging its secure platform to expand into other facets of the mobile sector, though questions remain about adoption and a recent security glitch. Observations BlackBerry, a long […]
GameStop Whisper
Research Question: Will Walmart’s used video game business cripple GameStop’s dominance in this area? Companies Covered: GameStop (GME), Walmart (WMT) Report Available: May 9, 2014 Blueshift’s initial research shows Walmart attempting to take a big bite of the used video game trade-in and resale business while GameStop’s bread-and-butter video game trade-in business stalls, though it is […]
PVH Whisper
Research Question: Will PVH’s strategy to improve and enhance its Calvin Klein jeans and underwear lines pay off with increased customer adoption and higher band status in the U.S. and Europe? Companies Covered: PVH Corp. (PVH) Report Available: May 16, 2014 Blueshift’s initial research shows the completed Warnaco acquisition strengthening PVH with its Tommy Hilfiger and Calvin […]
Zeltiq’s CoolSculpting Adoption Expected to Be Widespread
Research Question: Will Zeltiq’s CoolSculpting system become widely adopted by patients and physicians? Companies: CUTR, CYNO, ELOS, LMNS, VRX, ZLTQ By: David Franklin Click here to download the report (.pdf) Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting device is expected to become widely adopted, thanks to growing interest and demand in noninvasive fat reduction procedures. Medical […]
Generic Drug Whisper
Research Question: Will the recent joint drug-purchasing agreements by the largest pharmaceutical retailers and distributors achieve anticipated generic drug price reductions, and how will the generic drug channel be impacted? Companies Covered: Actavis (ACT) AmerisourceBergen (ABC), Cardinal Health (CAH), Celesio (CLSI.HM), CVS Caremark (CVS), Express Scripts (ESRX), Hospira (HSP), McKesson, (MCK), Mylan, (MYL), Novartis (NVS), Rite Aid (RAD), Teva […]
Advertisers Increase Their Focus on Digital
Research Question: Was the anemic advertising spending at the middle of the first quarter a harbinger of 2014 growth? Companies: AAPL, AMCX, AMZN, AOL, CBS, CCO, CMCSA, CRWN, DIS, DISCA, DISH, DTV, EPA:DEC, FB, GCI, GOOG, LAMR, MSFT, NFLX, NLSN, NWS, NYT, P, SBGI, SNI, SSP, TRBAA, TWTR, TWX, VIA, YHOO By: Rachel Dangermond Click here to download the […]
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