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June, 2014  // Posts published in June, 2014

Upfront Rates Up But Advertising Dollars Down

Research Question: Do upfront prices reflect the softer scatter advertising market? Companies: AOL, CBS, DIS, DISCA, FB, GOOG/GOOGL, NFLX, NWS, SNI, TWX, TWTR, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings The 2014–2015 upfront advertising market is finishing as slowly as it began. Broadcast dollars are expected to be down on […]

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TPX Regains U.S. Share, Receives Mixed Reviews in Europe

Research Question: Will pricing, products and advertising drive Tempur-Sealy’s Tempur-Pedic sales in the second half of 2014? Companies: MFRM, SCSS, TPX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Tempur-Sealy International Inc.’s (TPX) Tempur-Pedic foam mattress line is in the early stages of regaining U.S. market share, with help from growing adjustable […]

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Jun 26 2014 Services, Travel & Leisure

Summer Travel Off to a Hot Start with Better Than Expected Results

Research Question: Is the summer travel season better than expected? Companies: AAL, ALK, AWAY, CAR, DAL, EXPE, H, HLT, HOT, HTZ, JBLU, LUV, LYV, OPEN, PCLN, SFXE, TRIP, UAL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings The summer travel season is going to be better than expected, as indicated by a lack of […]

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Men’s Wearhouse Acquisition Not a Game Changer

Research Questions: Will Men’s Wearhouse realize lower pricing, cost savings, and higher brand awareness with its acquisition of Jos. A. Bank? Will the shift to more casual formal wear benefit the merged company? Companies: DDS, GPS, JCP, JWN, KSS, M, MW, PVH, SHLD, TJX, TSE:HBC By: Chris Jenks Click here to download the report (.pdf)   Summary of […]

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PayPal Mobile Payments Effort Faces Many Challenges

Research Question: Can eBay’s PayPal remain the dominant mobile payment provider in light of slow consumer adoption and increasing competition? Companies: AAPL, AMZN, DFS, EBAY, EPA:ING, GOOG, HYC, INTU, MA, NCR, PAY, SBUX, V, VOD By: David Franklin Click here to download the report (.pdf)   Summary of Findings Sources are split regarding eBay Inc.’s. (EBAY) PayPal […]

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Jun 20 2014 Industrial, Transportation

Railcar Demand Continues to Grow, No Oversupply on Horizon

Research Question: Are current railcar order trends sustainable, or will a drop in demand result in an oversupply? Companies: ARII, BNI, BRK.A, CSX, GBX, GMT, NSC, RAIL, TRN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings There is no expected oversupply of tank cars for at least the next five years, according […]

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Herbalife Members Stand by Company Despite Allegations

Research Question: Is Herbalife a pyramid scheme? Companies: HLF By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Only one of the 23 Herbalife Ltd. (HLF) members interviewed by Blueshift Research believed or had any concerns that the company is a pyramid scheme. This source, based in China, opted not to become […]

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Shutterstock Still Strong, But Getty’s iStock Enters the Picture

Research Question: Will Shutterstock’s superior functionality be enough to defend its market share from competitors’ pricing pressure? Companies: FB, GOOG, SSTK, TWTR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Compared with Blueshift Research’s Jan. 16 report, Shutterstock Inc. (SSTK) has become more entrenched in its position as a leading provider of […]

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Jun 13 2014 Semiconductors, Technology

TSMC’s Grip on Foundry Market Safe for Now But Potent Threats Await

Research Question: Can TSMC defend its lead market position despite threats from price-aggressive competitors, shifting partnerships, and Intel’s efforts in the foundry market? Companies: AAPL, ALTR, AMD, ARMH, BRCM, CDNS, CSCO, IBM, IFNNY, INTC, KRX:000660, KRX:005930, MU,  NVDA, QCOM, SNPS, STM, TPE:2303, TPE:2330, TPE:2454, TYO:6502, TYO:6503, TYO:6723, TXN By: Seth Agulnick Click here to download the report (.pdf)   […]

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Jun 12 2014 Services, Travel & Leisure

Macau Visits Rising, Construction on Track, But Dealer Shortage A Concern

Research Question: What are the secular themes regarding long-term demand in Macau’s rapidly expanding gaming industry? Companies: ASX:ALL, BYI, HKG:0027, HKG:0880, LVS, MGM, MPEL, WYNN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Visits to Macau are on the rise and will continue through 2015 and beyond, said 10 of 13 sources. […]

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