October, 2015 // Posts published in October, 2015
Zillow’s Stronghold on Market Continues
Research Question: Are real estate agents spending more or less of their ad budgets with Zillow/Trulia, and will they partner with these syndication sites if MLS feeds are cut off? Companies: FB, NWS/NWSA, TRLA, Z By: Susan Jennings Click here to download the report (.pdf) Summary of Findings As in previous Blueshift Research reports, including our most […]
Mail.ru Making Steady Improvement Since May, MyTarget on Target
Research Question: Are the new ad products on Mail.ru’s MyTarget platform allowing the company to increase its share of advertisers’ budgets despite the decline of its legacy banner advertising? Companies: MLRYY, BABA, FB, GOOG, TWTR, YHOO, YNDX By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings All seven repeat sources at […]
Gulf of Mexico Rig Demand, Rates Soft for 2016 Based on Low Oil Price
Research Question: How will the low oil price environment affect offshore rig demand and rates in the Gulf of Mexico during 2016? Companies: DO, ESV, HEROQ, RDC By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Offshore rig demand is expected to be flat to down in 2016 year to year, […]
Blockbuster Sales Not in Store for Depomed’s Nucynta
Research Question: Will Depomed’s Nucynta and Nucynta ER achieve blockbuster status as the company takes on OxyContin among acute pain patients and Lyrica and Cymbalta in neuropathic pain patients? Companies: DEPO, HZNP, JNJ, LLY, PFE, TSE:ENL By: David Franklin Click here to download the report (.pdf) Summary of Findings Depomed Inc.’s (DEPO) Nucynta and Nucynta […]
Boot Barn Feeling Negative Effects of Oil and Gas Production Slowdown
Research Question: Will Boot Barn overcome negative sales trends caused by the oil and gas slowdown and pricing headwinds? Companies: AMZN, BRK-A/BRK-B, BOOT, BURL, CAB, IACI, JCP, M, RCKY, ROST, TJX, TSCO, WWW By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Boot Barn Holdings, Inc. is feeling the negative effects of the […]
Dollar Tree Can Rescue Family Dollar with Effective Execution, But It Will Take Time
Research Question: Can Dollar Tree turn Family Dollar around? Companies: DG, DLTR, TGT, TSE:DOL, WMT By: Chris Jenks Click here to download the report (.pdf) Summary of Findings Blueshift Research’s interviews with 17 dollar store suppliers, employees, distributors and industry specialists revealed positive perceptions of the initial changes from Dollar Tree’s (DLTR) acquisition of Family […]
Caesarstone’s Strong Growth Is Secure As Quartz Countertops Remain on Trend
Research Question: Will Caesarstone’s strong U.S. growth rate be threatened by quartz countertop competitors and other trending countertop options? Companies: CSTE, DD, HD, LOW, KRX:000880, KRX:108670 By: David Franklin Click here to download the report (.pdf) Summary of Findings Caesarstone Sdot-Yam Ltd.’s (CSTE) quartz countertops will continue to benefit from the overall growing use of […]
Body Camera Adoption Continues to Build, Taser Is a Trusted Brand
Research Question: Has Taser’s body camera market share increased or decreased since early summer, and what are the current body camera trends at law enforcement agencies? Companies: AMZN, DGLY, MSFT, MSI, TASR, TYO:6752, TYO:6758 By: Susan Jennings Click here to download the report (.pdf) Summary of Findings In this report update of nine repeat sources, […]
Local Advertisers Are Making a Slow Turn to Digital Platforms
Research Question: How will local advertisers change their spending mix in 2016? Companies: CBS, CMCSA, FB, FOX, FUEL, GCI, GOOG, IHRT, LNKD, NLSN, P, SBGI, TWTR, YELP, YHOO By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Digital platforms such as search, mobile display and online video are gaining momentum among […]
Strong Scatter Spending Masks Lackluster Advertising Market
Research Question: Are national advertisers spending in the local markets again? Companies: AAPL, ACXM, AMCX, AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, FB, GCI, GOOG/GOOGL, IHRT, LAMR, LNKD, MSFT, NFLX, NLSN, NWS/NWSA, NYT, P, RENT, SBGI, SCOR, SNI, SSP, T, TWTR, TWX, VIA/VIAB, VZ, YHOO By: Rachel Dangermond Click here to download the report (.pdf) […]
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