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December, 2015  // Posts published in December, 2015

December Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, ANGI, CMCSA, CMG, COST, DISH, FB, GOOG/GOOGL, GRPN, KR, KRX:005930, KRX:0066570, LNKD, MCD, NFLX, NKE, PNRA, QSR, S, SKX, T, TMUS, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf)   Summary of Findings Respondents are moving to big-box retailers […]

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Gildan’s Low Price, High Quality Helping It to Gain Share Now and in 2016

Research Question: Will Gildan gain market share in branded innerwear in 2016? Companies: BRK.A/BRK.B, HBI, NKE, TSE:GIL/GIL, TYO:9983, UA, VFC By: Reverdy Johnson Click here to download the report (.pdf)     Summary of Findings Gildan Activewear Inc.’s (TSE:GIL/GIL) combination of low price and high quality is helping its branded innerwear gain share now and into […]

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Oilfield Service Providers Face a Very Bleak Market

Research Question: Has there been any change in demand or pricing for oilfield services in the face of the extremely low oil prices? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN By: Reverdy Johnson Click here to download the report (.pdf)     Highlights The Number of Fraccing Jobs Has […]

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Popularity Decline, Not Just Weather, Spells Doom for Deckers’ UGG

Research Question: Did back-to-school and fall/early winter sales of Deckers’ UGG shearling and non-shearling boots meet retailers’ and distributors’ expectations? Companies: COLM, DECK, HKG:0494, NKE, SKX, VFC, WWW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The popularity and sales of Deckers Outdoors Corp.’s (DECK) UGG are declining at an […]

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Costly Security Appliances Will Fade Away As SDN Adoption Grows

Research Question: Will the move to push IT security intelligence into the virtual network level disrupt and commoditize the way legacy IT security vendors sell their appliance-based systems in 2016 and beyond? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, PANW, RHT, VMW By: John Harrington Click here to download the report (.pdf)     Summary Efforts are […]

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Inventory Glut and Gray Market Plaguing Traditional Watch Sales Channel

Research Question: Is weakness in U.S. watch sales a short term or long term problem? Companies: AAPL, FOSL, GRMN, INTC, JSE:CFR, KRX:005930, MC.PA, OTCMKT:LVMHF TYO:6952, TYO:7762, TYO:8050, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings The United States luxury watch market is plagued by an inventory glut that has […]

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RH Modern Line Ahead of the Trend Curve and Expectations

Research Question: Will Restoration Hardware’s traditional collections and new RH Modern line enable the company to achieve lofty Wall Street sales expectations? Companies: ETH, RH, WSM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) RH Modern line is a hit with designers and their clients. […]

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Novadaq’s SPY Elite: A Solid Technology Facing Moderate Growth Due to Adoption Challenges

Research Question: Will Novadaq’s SPY Elite be widely adopted and drive company growth in 2016? Companies: EPA:MKEA, ETR:SIE, ISRG, NVDQ, TYO:6965 By: David Franklin Click here to download the report (.pdf)   Summary of Findings The medical community considers Novadaq Technologies Inc. (NVDQ) to have innovative and interesting tissue perfusion assessment technology in its product line. […]

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Ingram Micro Gives FireEye a Possible Shot in the Arm

Research Question: Can Ingram Micro energize FireEye’s moribund sales efforts in the highly competitive IT security sector and move up the security sales distribution stack? Or will Westcon and Avnet move to blunt any momentum the Ingram/FireEye partnership might generate? Companies: AVT, CHKP, CSCO, FEYE, IM, PANW, VMW By: John Harrington Click here to download the […]

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Mass-Scale Data Networking Is Disrupting All of IT

Research Question: How does global data center scalability affect IT OEMs as elastic cloud computing-as-a-service eats into traditional box-based vendors’ dominance in private network construction? Which other companies will benefit or face challenges as mass-scale cloud delivery of data services expands into new categories of business? Companies: AAPL, AMZN, ANET, CHKP, CSCO, EQIX, FEYE, FIT, FTNT, […]

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