September, 2015 // Posts published in September, 2015
PVH’s Calvin Klein Continues Marked, But Gradual, Improvement
Research Question: Will building momentum behind PVH’s Calvin Klein push the brand to leap forward or show only continued incremental gains? Companies: BKE, BOSSY, ICON, JWN, KORS, LVMUY, M, PERY, PVH, RL, VFC By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings PVH Corp.’s (PVH) Calvin Klein continues to make progress in its revitalization efforts […]
Digital Realty Trust Set to Score on Network Interconnection
Research Question: How will Digital Realty Trust’s acquisition of Telx affect the network interconnection and leasing industry? Companies: AAPL, AKAM, AMZN, CONE, CORE, CRM, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, LVLT, MSFT, ORCL, T, VZ, WIN, ZAYO By: John Harrington Click here to download the report (.pdf) Summary Digital Realty Trust Inc.’s (DLR) $1.89 billion […]
September 2015 Trends Tracker
Trends Tracker Companies: AAPL, ADDYY, AMBA, AMZN, ANGI, CAR, CMCSA, CMG, COST, CSCO, DISH, FB, GOOG/GOOGL, GPRO, KR, KRX:005930, LNKD, MCD, NFLX, NKE, PNRA, S, SFTBF, SKX, SSYS, T, TMUS, TSE:QSR, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf) Summary of Findings McDonald’s Corp.’s (MCD) […]
Low Oil Prices Keep Upstream Industry in Slow Motion
Research Question: What has been the long-term effect of low oil prices on oilfield service demand and pricing? Companies: BHI, HAL, HCLP, HP, NBR, PTEN, SLB, SLCA Click here to download the report (.pdf) Highlights Frac Demand, Pricing Scraping Bottom, More E&Ps Buying Materials Directly from Manufacturers (HAL, HCLP, SLB, SLCA) Three sources working for […]
Skechers Continues to Walk Tall Worldwide
Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Companies: ADDYY, NKE, SKX, TYO:7936, UA By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Skechers USA Inc. (SKX) should be able to sustain its strong recent growth throughout 2015 and into 2016, according to […]
Apple Watch Continues Disruption of Traditional Watchmakers
Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Companies: AAPL, AMS:TOM2, BBY, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, INTC, JSE:CFR, LVMUY, NKE, TYO:6952, TYO:7762, TYO:8050, UA, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf) Summary of Findings As reported in Blueshift’s April 8, 2015 Apple Watch […]
Pricing Pressure and White Boxes Will Challenge Arista’s Margins and Growth
Research Question: Will threats from white box and branded data switch competitors slow Arista Networks’ growth? Companies: ANET, BRCD, CSCO, EMC, EXTR, HPQ, JNPR, MLNX, SHE:002502, SMCI, TPE:2345, TPE:2382 By: David Franklin Click here to download the report (.pdf) Summary of Findings Arista Networks, Inc. (ANET) is likely to suffer declining margins, and slowed growth […]
Data Storage Industry Quickly Shifting to a Software and Services Model
Research Question: What effect is the introduction of new mass-density, small-form factor storage tied to new processing power and virtualization going to have on traditional storage networking vendors? Companies: AMZN, EMC, GOOG/GOOGL, HPQ, IBM, INTC, KRX:005930, MSFT, NTAP, ORCL, SMCI, SNDK, TPE:2382, VMW By: John Harrington Click here to download the report (.pdf) Summary Clients […]
Used Auto Financing Still in Drive, But Roadblocks Loom in 2016
Research Question: If a slowing auto sales cycle leads to higher used inventories and lower pricing, which sectors and companies will be most exposed? Companies: ALLY, CACC, CAR, COF, FIG, GM, HTZ, KAR, KMX, LAD, LEAF, PAG, SC, WFC By: Chris Jenks Click here to download the report (.pdf) Summary of Findings The used car […]
Fitbit Will Continue Domination of the Activity/Fitness Tracker Market
Research Question: Will Fitbit continue to dominate the wearable category in the short and long term? Companies: AAPL, AMS:TOM2, FIT, GOOG/GOOGL, GPRO, GRMN, KRX:003550, KRX:005930, MSFT, NKE, PAOTF, TPE:2357, UA By: David Franklin Click here to download the report (.pdf) Summary of Findings Fitbit Inc. (FIT) will continue to dominate the activity/fitness tracker wearables category […]
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