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May, 2015  // Posts published in May, 2015

May 28 2015 Retail, Services

Little Progress Has Been Made Post-Merger for Jos. A. Bank

Research Question: Will synergies from the merger with Men’s Wearhouse lead to stabilization of Jos. A. Bank and increased efficiencies companywide by the end of 2015? Companies: EXPR, GPS, JCP, JWN, KSS, M, MW, STO:HM-B By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings In-store operations for Men’s Wearhouse (MW) and […]

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May 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ATVI, BABA, CBS, CMCSA, COH, CTL, DISH, EA, FB, GOOG/GOOGL, IBM, IHRT, INTC, KATE, KORS, KRX:005930/005935, LNKD, LVMUY, MSFT, NFLX, P, PHG, SCTY, T, TSLA, TTWO, TWTR, TWC, TWX, TYO:2432, TYO:6752, TYO:6758, TYO:7974, TYO:9766, VZ Click here to download the report (.pdf)   Summary of Findings Residential solar panel adoption among […]

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May 21 2015 Retail, Services

PVH’s Calvin Klein Making Slow Progress on Road to Recovery

Research Question: Do fall orders appear strong enough to offset a potentially weak spring for PVH’s Calvin Klein? Companies: BME:ITX, GES, HBI, HKG:0330, ICON, JOEZ, JWN, KORS, LVMUY, M, PVH, RL, STO:HM-B, TYO:9983, VFC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings All four repeat sources said PVH Corp.’s Calvin Klein […]

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Skechers’ Pace Not Slowing

Research Question: Is Skechers’ recent success sustainable through 2015? Companies: ADDYY, BRK.A/BRK.B, DECK, NKE, SKX, TYO:7936, UA, VFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) will sustain its strong growth throughout 2015, according to all 18 sources comprising Skechers suppliers, distributors and store personnel as well […]

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Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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GameStop Could Be Hurt by Lull in Market for Used Consoles

Research Question: Is a shortage of preowned PlayStation 4 and Xbox One consoles and games hurting GameStop? Companies: AMZN, ATVI, BBY, EA, EBAY, GME, MSFT, TYO:6460, TYO:6758, TYO:7974, WMT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings GameStop Corp. (GME) is not selling many preowned versions of current-generation gaming consoles […]

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May 15 2015 Basic Materials, Energy

Sand is the Proppant of Choice and is Eroding Carbo Ceramics’ Market

Research Question: Will sand replace ceramic proppants in the pressure pumping industry? Companies: CRR, SLCA, IMYSF, HCLP, EMES, HAL, SGO, SLB By: David Franklin Click here to download the report (.pdf)   Summary of Findings All 20 sources acknowledged that sand is currently the proppant of choice of the oil and gas industry, and it is […]

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Down Trend in Deckers’ UGG Boots Will Only Worsen

Research Question: How has Deckers’ UGG brand performed compared with late 2014 and year-to-year? Companies: COLM, DECK, VFC, WWW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Deckers Outdoors Corp.’s (DECK) UGG has continued to become less popular among its key demographic of younger women since Blueshift Research’s 8, 2014, report […]

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Medidata Unlikely to Achieve Lofty 2015 Growth Forecasts

Research Question: Are Medidata’s current products and sales pipeline robust enough to achieve corporate’s revenue growth forecast of 17% to 23% for this year? Companies: MDSO, MRGE, ORCL, PRXL By: David Franklin Click here to download the report (.pdf)   Summary of Findings Medidata Solutions Inc. (MDSO) will fall short of its lofty revenue growth forecast […]

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Major Iron Ore Miners Will Blow Minor Players Away; Explosives Demand Stable

Research Question: Will there be an even bigger decline in the explosives industry given the drop-off in mining associated with iron ore and coal? Companies: AAUKY, ASX:BCI, ASX:BHP, ASX:FMG, ASX: MAH, ASX:MGX, ASX:ORI, ASX:RIO, BOM:526371/NMDC, BVMF:VALE5, CLF, HKG:0267, JSE:KIO, LON:FXPO, X By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Iron ore production […]

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