Trends Tracker Companies covered: AAPL, AMZN, ANGI, ARMH, CBS, CMCSA, CMG, EBAY, FB, FSLR, GME, GNC, GOOG/GOOGL, IHRT, KRX:005930, LNKD, MCD, MSFT, NFLX, NRG, P, PM, SCTY, SSYS, T, TGT, TMUS, TWC, TWTR, TWX, TYO:6752, TYO:6758, TYO:7733, TYO:7974, UA, VIA, VSLR, VZ, WBA, WEN, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf) […]
Research Question: Will Constellation Brands’ beer brands continue to outperform the market, or have they plateaued? Companies: AMS:HEIA/HINKY, BUD, DEO, SAM, SBMRY, STZ, TAP By: Susan Jennings Click here to download the report (.pdf) Summary of Findings Nineteen of 21 sources who commented expect Constellation Brands’s (STZ) beers to continue to outperform the market. The remaining […]
Research Question: Which vendors are best positioned to benefit from the imminent release of more than $2 billion in federal E-rate funds to upgrade K–12 school Internet? Companies: ARUN, CSCO, EXTR, RKUS, UBNT By: John Harrington Click here to download the report (.pdf) Highlights Three CEOs and one senior vice president of companies that design Wi-Fi […]
Research Question: Will Sysco reap great rewards as a result of its acquisition of US Foods, or will customer defections offset any gains? Companies: AMZN, ARMK, CAG, CMG, COST, LON:CPG, DIN, MCD, MDAS, PINC, PNRA, QSR, SDXAY, SYY, TSN, UNFI, WMT By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Sysco (SYY) […]
Research Question: What has been the effect of lower E&P capex budgets on the upstream industry? Companies: APA, BHI, CHK, DVN, HAL, HP, NBR, NOV, PTEN, PXD, SLB, TESO, TSE:ESI, WFT, UNT Click here to download the report (.pdf) Highlights New Land Rig Orders Tank, Many Newbuilds Canceled or Postponed (NOV, TESO) Just six months ago […]
Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]
Research Question: Will Zeltiq continue growing system sales and increasing procedure volume for its CoolSculpting system, or is it a fad? Companies: CUTR, ELOS, LMNS, VRX, ZLTQ By: David Franklin Click here to download the report (.pdf) Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting procedure is considered the industry-leading noninvasive fat reduction system. CoolSculpting system […]
Research Question: Will Model D sales compensate for Tesla’s issues with China and lower gas prices? Companies: BOM:500570, DDAIF, EPA:RNO, ETR:BMW, ETR:NSU, FIATY, GM, HKG:1211, HKG:1958, POAHY, SHA:600104, STO:VOLV-B, TSLA, TYO:6752, TYO:7201, TYO:7203, TYO:8058, VLKAY By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Tesla Motors Inc. (TSLA) continues its contrasting global […]
Research Question: How are data center infrastructure for-rent, colocation and leasing companies faring as competition in cloud infrastructure increases, especially as Amazon, Google and Microsoft lower prices and as large enterprises refresh resources for their own data centers? Companies: AMZN, CONE, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, IBM, MSFT, RAX, T, TDC, VZ By: John […]
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