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August, 2015  // Posts published in August, 2015

August 2015 Trends Tracker

Trends Tracker Companies: AAPL, ADDYY, AMZN, BBRY, CAR, CHTR, COH, CMG, CSIQ, DIS, DISH, DTV, FB, FIT, FSLR, GME, GOOG/GOOGL, HTZ, IHRT, KATE, KORS, MCD, MO, MSFT, NFLX, NKE, P, PNRA, SKX, SUNE, TSE:QSR, TWC, TWTR, TWX, TYO:6758, TYO:7936, TYO:7974, UA, VIA/VIAB, WEN, WRC Click here to download the report   Summary of Findings Fitbit Inc. […]


Kuka’s High Prices Will Limit Its Collaborative Robot Appeal

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Companies: ABB, AMZN, BABA, BIT:FCA/FCAU, GOOG/GOOGL, KUKAY, ROK, SHE:002009, SHE:300024, SIEGY, TER, TPE:2354, TYO:6503, TYO:6506, TYO:6954 Click here to download the report (.pdf) By: Seth Agulnick   Summary of Findings Kuka AG (KUKAY) could struggle in the burgeoning field of […]


Aug 21 2015 Semiconductors, Technology

Ambarella Will Face Competitive, Pricing Pressures in High-Volume Consumer Side

Research Question: Will Ambarella’s drone and automotive camera business segments continue to drive its skyrocketing growth? Companies: AMBA, AVGO, GPRO, KRX:005930, NVDA, OVTI, PAOTF, QCOM, STO:AXIS, TPE:3034, TYO:6632, TYO:6758, UTX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The main growth sector for both drones and automotive cameras is the […]


Whole Foods Struggling to Overcome Competition, Prices, Perception

Research Question: Will Whole Foods overcome its perception and reality problems related to high prices and overcharging on weighed food? Companies: COST, CVS, DLTR, KR, FDO, FWM, RNDY, SFM, TFM, TGT, UNFI, WFM, WMT Click here to download the report (.pdf) By: Reverdy Johnson   Summary of Findings Whole Foods Market Inc. (WFM) has mounting difficulties […]


New Oil Price Lows Keep Demand for Oilfield Services Under Pressure

Research Question: How has recent upstream activity been affected by oil prices being in the $40s? Companies: BAS, BHI, CXO, DVN, HAL, HCLP, HP, KEG, LPI, NBR, PE, PDS, PTEN, PXD, SLB, SLCA, RES, TSE:TCW, XEC Click here to download the report (.pdf)   Highlights Fraccing Demand Stalls, Service Pricing Suffering, Material Costs Fall (HAL, HCLP, RES, […]


Exact Sciences’ Cologuard the Preferred Test for Patients Refusing Colonoscopy (EXAS)

Research Question: Will Exact Sciences’ Cologuard become physician’s screening test of choice for colon cancer? Companies: ABT, BDX, BIOC, BSX, CHEK, CPHD, DGX, EXAS, FMI, GIVN, GSK, IRWD, RHHBY By: David Franklin Click here to download the report (.pdf)   Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard has high clinical value, but it is unlikely […]


Sellers Still Give Priority to eBay But Have Adopted Other Sites As Well

Research Question: Are midsize to large online sellers prioritizing eBay’s Marketplaces over other options? Companies: AMZN, BABA, CNV, EBAY, ETSY, FB, GOOG/GOOGL, GRPN, LON:SPD, MELI, OSTK, SHLD, TSCDY, TYO:4755, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings eBay Inc.’s (EBAY) Marketplaces remains the ecommerce site of choice among loyal […]


Dick’s Understaffing, Poor Service Lead to Frustration, Cement Its Reputation

Research Question: Will severe understaffing at Dick’s Sporting Goods derail sales and cause customers to opt for competitors? Companies: AMZN, BGFV, CAB, DKS, EBAY, FL, HIBB, JCP, KKR, TGT, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Seventeen of 33 sources, including customers and competitors, said Dick’s Sporting Goods […]


Palo Alto Networks Spends Big to Close Deals in Security War

Research Question: Will spending on IT security products continue to outpace the rate of overall IT spending, or has it peaked for the remainder of 2015? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, PANW, PFPT, RTN By: John Harrington Click here to download the report (.pdf)   Summary IT security budgets are stretched, and large new […]


Apple’s iOS 9 Initiatives Push Ad Tech Providers to Become More Innovative

Research Question: Will Apple’s ad-blocking capability within mobile Safari and the company’s prohibition of app-user data collection in iOS 9 cause ad tech companies to lose significant revenue? Companies: AAPL, ADBE, CRTO, FB, FUEL, GOOG/GOOGL, MM, NWS/NWSA, RUBI, TRMR, TUBE, TWTR, YHOO, YUME By: Chris Jenks Click here to download the report (.pdf)   Summary of […]