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July, 2015  // Posts published in July, 2015

July 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, BABA, BBBY, CAR, CBS, CMCSA, CMG, DIS, DISH, EXPE, FB, FIT, GM, GOOG/GOOGL, HTZ, IHRT, KR, KRX:005930, MCD, MON, NFLX, NKE, OWW, P, PCLN, PNRA, PYPL, SBUX, SCTY, SFXE, SIRI, SKX, SUNE, SYT, RH, TGT, TRIP, TSLA, TWTR, TWX, TYO:6758, TYO:7201, TYO:7203, TYO:7936, UA, VSLR, WEN, WFM, WMT, WWW, […]

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More Losses Likely for Post’s Michael Foods Due to Avian Influenza

Research Question: Will Michael Foods mitigate the loss of 25% of its egg supply by renegotiating customer contracts and raising prices so profitability falls by only $20 million in fiscal 2015? Companies: CAG, CALM, KRFT, POST, MCD, SYY By: David Franklin Click here to download the report (.pdf)   Summary of Findings It is unlikely that […]

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IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]

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Jul 27 2015 Media & Print

Local Advertising Shows Signs of Life

Research Question: Are national advertisers spending in the local markets again? Companies: AMCX, AMZN, CBS, CCO, CHTR, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG/GOOGL, IHRT, LAMR, MSFT, NFLX, NLSN, NWS/NWSA, NYT, P, RENT, SBGI, SCOR, SNI, SSP, T, TRCO, TWTR, TWX, VIA/VIAB, VZ, YHOO By: Rachel Dangermond Click here to download the report (.pdf)   Summary […]

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Jul 24 2015 Automotive, Consumer Goods

Auto Infotainment Hardware Makers Face Lost Power and Profits

Research Question: Will hardware makers like Harman and Delphi be left behind as the auto infotainment landscape veers toward software platforms and smartphones? Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, FCAU, FLEX, GM, GOOG/GOOGL, GRMN, HAR, INTC, JCI, KRX:000270, KRX:005380, MENT, MSFT, NVDA, P, SIRI, TMOAF/TMOAY, TPE:2315, TSLA, TYO:6632, TYO:6752, TYO:6773, TYO:6816, TYO:7203, […]

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Consumers, Consolidation Sustain Z; Realtor.com Gains Momentum, and FB Takes Some Agent Ad Dollars

Research Question: Will Zillow continue to attract realtors’ advertising dollars despite industry resentment and improvements made to Realtor.com by News Corp.? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Zillow Group Inc. (Z) will continue to attract real estate brokers’ advertising dollars because of its […]

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Encroaching Cloud Players Threaten CDW’s Longtime Business Model

Research Question: Is CDW’s current model threatened by SMB tech customers’ rapidly increasing willingness to use the cloud? Companies: ADBE, AMZN, CDW, CSCO, CTL, GOOG, HPQ, IBM, MSFT, NSIT, ORCL, PCCC, RAX, SHOR By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Interviews with 24 sources covering IT products and services […]

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Qlik’s Sense Has Potential But is Off to a Slow Start

Research Question: Is Qlik Sense gaining enough traction in the BI software market to allow Qlik Technologies to reach growth expectations? Companies: DATA, DWCH, HPQ, IBM, MSFT, MSTR, ORCL, QLIK, SAP, TIBX By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) newest product, Sense, has yet to […]

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Report Update: No Significant Access Equipment Fleet Expansion Expected for the Equipment Rental Industry

Research Question: How will equipment rental industry capex spending trends impact access equipment purchases? Companies: EPA:MTU, EPA:PIG, OSK, TEX, TSE:LNR By: David Franklin Click here to download the report (.pdf)   Summary of Findings In a follow-up to Blueshift’s July 8 equipment rental report where it was found that the industry expects moderate demand and capex […]

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Jul 15 2015 Restaurants, Services

MCD Changes Hold Potential, but Turnaround Will Take 18-24 months

Research Question: Will recent operational changes lead to a turnaround for McDonald’s in the United States in the next 12 months? Companies: ARCO, CMG, DNKN, HABT, JACK, MCD, PNRA, QSR, SHAK, SONC, TAST, WEN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Initial feedback on new initiatives from McDonald’s Corp. […]

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