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January, 2015  // Posts published in January, 2015

Burger King to Remain on a Roll, Tim Hortons to Gain More from Merger

Research Question: Will the Burger King/Tim Hortons merger result in a temporary share shift or in long-term gains? Companies: CMG, DNKN, EAT, MCD, PNRA, SBUX, SONC, TAST, TSE:QSR, QSR, WEN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Burger King’s (3G Capital) operational improvements will help its 2015 sales, but the […]

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Jan 27 2015 Basic Materials, Energy

Drilling and Completions Demand Drops on Oil Price Demise

Research Question: How has the oil price collapse affected field work? Companies: HAL, HCLP, HP, NBR, PTEN, SLB, SLCA, WFT Click here to download the report (.pdf)   Highlights Operators Emphasizing Cost Per Barrel vs. Cost Per Well Operators are starting to emphasize cost per barrel rather than strictly looking at lowering well costs in terms of […]

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Jan 27 2015 Retail, Services

Lumber Liquidators Stems Share Loss But Challenges Still Exist

Research Question: Are Lumber Liquidators’ wood sourcing issues causing the company to lose share to competitors? Companies: AWI, HD, LL, LOW, MHK By: David Franklin Click here to download the report (.pdf)   Summary of Findings Lumber Liquidators Holdings Inc.’s (LL) alleged Lacey Act violations are unlikely to result in further, significant share loss. Lumber Liquidators’ share […]

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Cloud Data Backup Is Hurting Traditional Vendors

Research Question: What effect is cloud data backup having on traditional data backup vendors? Companies: CVLT, MSFT, SYMC By: John Harrington Click here to download the report (.pdf)   Highlights Three C-level sources with a national view into the data storage, management, replication and backup verticals said clients, especially large Microsoft Corp. (MSFT) network owners running Exchange, […]

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January 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, BABA, BBRY, CMCSA, CMG, COST, DISH, EBAY, ETR:BMW, FB, GM, GOOG/GOOGL, GIS, HAR, IHRT, KRX:005930, LNKD, MCD, MON, MSD, MSFT, NFLX, NXTD, P, QCOM, S, SYT, T, TMUS, TWTR, TWX, TYO:6460, TYO:6758, TYO:7201, TYO:7974, VLKAY, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome […]

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Facebook’s Ad Clout Still Growing As Its Mobile Reach Surges

Research Question: Can Facebook entice large national brands to increase advertising on its site? Companies: AAPL, AMZN, FB, GOOG/GOOGL, LNKD, MSFT, TWTR, YHOO By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) momentum with large national brands and other advertisers continues to build, especially in mobile display ads, where […]

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Jan 21 2015 Retail, Services

UA Holds No. 2 Apparel Spot with Room to Grow, Shoe Biz Lags

Research Question: Will Under Armour continue to gain share in the United States and become a global brand? Companies: ADDYY, BRK.A, COLM, GPS, HBI, HKG:0551, LB, LULU, NKE, SKX, TPE:9904, TYO:7936, TYO:8022, UA, VFC By: Chris Jenks & Susan Jennings Click here to download the report (.pdf)   Summary of Findings Under Armour Inc. (UA) will to continue […]

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Jan 20 2015 Technology

2015 IT Security Product Budgets Not Rising

Research Question: What effect are cyberattacks having on public networking security vendors as clients look for different approaches to counter this growing problem? Companies: CHKP, CSCO, EMC, FEYE, FTNT, INTC, JNPR, PANW, SYMC By: John Harrington Click here to download the report (.pdf)   Highlights Blueshift Research’s seven top data security industry sources forecast an escalating war […]

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ADT Still Holding Off Cable/Telecom, Pulse Performing Well, Commercial Success Unclear

Research Question: Will cable and telecom companies’ home security offerings materially affect ADT’s customer growth or attrition rate in the next six months? Companies: ADT, CMCSA, DTV, GOOG, TWC, TYC, VZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Cable/telecom home security offerings will not materially affect ADT Corp.’s (ADT) customer growth or […]

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Jan 15 2015 Media & Print, Services

TV Advertising Taking All the Punches Right Now

Research Question: Is weaker advertising spending a secular or cyclical trend? Companies: AMCX, AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, EPA:DEC, FB, GCI, GOOG/GOOGL, IHRT, LAMR, MSFT, NFLX, NLSN, NWS, P, SBGI, SNI, SSP, TWTR, TWX, VIA/VIAB, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Advertiser spending on digital […]

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