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November, 2015  // Posts published in November, 2015

November 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, CMG, COH, DISH, FB, FIT, GME, GOOG/GOOGL, IHRT, KATE, KORS, MCD, MSFT, NFLX, NKE, P, PNRA, QSR, SCTY, SKX, TWTR, TWX, TYO:6758, TYO:7936, UA, VZ, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc.’s (SKX) growth remains impressive. Expected purchases of Skechers […]


Oilfield Work Slows to a Crawl, Cost Cutting Continues

Research Question: What has been the effect of continued low commodity prices on oilfield activity? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)   Highlights Workover Market Moves to Routine Maintenance Mode (BAS, KEG, NBR, SPN) Demand for workover rigs has weakened this […]


Nov 19 2015 Restaurants, Services

Dave & Buster’s to Continue to Win Through Initiatives, Agility

Research Question: Will store remodels and other initiatives continue to drive Dave & Buster’s higher-than-anticipated growth? Companies: BWLD, DIN, DRI, PLAY By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Store remodeling, the mix of new small and large locations, the new “Power Card” system, a growing focus on group sales, […]


Auto Industry Evolving Into Mobility Industry with Autonomous, Connected Cars

Blueshift Research attended Telematics West Coast 2015 and the Connected Car Expo, meeting with new sources as well as those interviewed for our various reports on Auto Infotainment in 2014 and 2015. The following are highlights and themes pulled from interviews, observations, and speaker presentations. Companies: AAPL, BBRY, BOM:500530, BOM:500570, CTTAY, DDAIF, DLPH, ETR:NSU/FRA:NSU, F, […]


October 2015 Trends Tracker

Trends Tracker Companies: AAPL, ADDYY, AMZN, AWAY, BBBY, BBRY, CMG, COF, DISH, ETR:BMW, EXPE, FB, GM, GOOG/GOOGL, HTZ, KYAK, KRX:005935, MCD, MON, NFLX, NKE, PCLN, PNRA, QSR, RH, SKX, SIRI, TGT, TRIP, TWC, TWTR, TYO:7203, UA, W, WEN, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) all-day breakfast is […]


Shift to Digital Materials Is Putting Pressure on HMHC to Innovate

Research Question: Will HMH increase its market share as school and government spending on K–12 educational content increases? Companies: AAPL, APO, DISCA, GOOG/GOOGL, HMHC, PSO, SCHL By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Houghton Mifflin Harcourt Co. (HMHC) will be hard-pressed to increase its market share for K–12 instructional […]


Nov 11 2015 Industrial, Machinery

Used Inventory Glut Hurts New Equipment Sales for Deere and Entire Ag Category

Research Question: Will the glut of used equipment on Deere dealer lots hinder sales of the company’s new equipment now and into 2016? Companies: AGCO, CAT, CNHI, DE, NSE:M&M/BOM:500520, TITN, TYO:6326 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Current and 2016 sales of new and used large agricultural equipment […]


Cisco’s Cloud Services Play Has Gone Nowhere

Research Question: Can Cisco migrate its traditional networking business to a cloud services platform based on SDN and fast data storage? If so, how long will the migration take, and who will be the primary competition standing in its way? Companies: AMZN, ANET, CDW, CSCO, EMC, GOOG/GOOGL, HPQ, MLNX, SMCI, T, TPE:2382 By: John Harrington Click […]