Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

January, 2016  // Posts published in January, 2016

Jan 29 2016 Retail, Services

FRPT Rides Natural Wave, But Execution Challenges Remain

Research Question: Will Freshpet’s refrigerator count growth rebound in 2016 after a disappointing 2015? Companies: BUFF, CENT, FRPT, NSRGY, SJM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Freshpet (FRPT) benefits from its place as the clear leader in refrigerated pet food and will gain space on retail floors, but […]

Read more...

January Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, AMZN, BBBY, BBRY, CMG, DISH, EXPE, FB, GOOG/GOOGL, KYAK, MCD, NFLX, NKE, OWW, PCLN, PNRA, QSR, RH, SKX, SIRI, TGT, TPE:2498, TRIP, TWTR, TWX, TYO:6758, UA, W, WEN, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) saw declining attendance for the first time […]

Read more...

Boot Barn’s Oil and Gas Related Troubles Worsen From October

Research Question: Will Boot Barn continue to see declining business in stores within or near oil and gas basins? Companies: BOOT, BRK-A/BRK-B, CAB, RCKY, TSCO, ­­WWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Business at Boot Barn Holdings Inc.’s (BOOT) stores in oil and gas regions continues to decline, […]

Read more...

AT&T Data Centers Headed to IBM in Sale?

Research Question: Is AT&T in the process of selling its collection of data centers to IBM? Companies: AMZN, CTL, GOOG/GOOGL, IBM, MSFT, RAX, T, VZ By: John Harrington Click here to download the report (.pdf)   Summary Blueshift Research has learned that AT&T Inc. (T) is poised to sell off the bulk, if not all, of […]

Read more...

UA Scores a Big Win Among Young Athletes Through Quality and Marketing

Research Question: Will Under Armour be the preferred athletic brand for high school and college athletes in 2016? Companies: ADDYY, BRK.A/B, COLM, DKS, ELY, ETR/FRA:PUM, GPS, HBI, KRX:081660, LB, LULU, NKE, RL, SKX, STO:NEWA-B By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Under Armour (UA) continues to gain among younger […]

Read more...

Millennials Focused on Price, Not Harley-Davidson’s Legacy

Research Question: Will Harley-Davidson bounce back in 2016 despite rising competition? Companies: BIT:PIA, ETR/FRA:BMW, ETR/FRA:NSU, HOG, PII, TYO:7012, TYO:7267, TYO:7269, TYO:7272 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Although warm weather likely will help motorcycle sales overall, Harley-Davidson Inc. (HOG) still is struggling to maintain market share as its […]

Read more...

Jan 21 2016 Financial

Facebook’s Ad Revenue Growth on Track Despite More Challenges

Research Question: Are advertisers beginning to slow their spending on Facebook? Companies: AAPL, FB, GOOG/GOOGL, KRX:005930, LNKD, TWTR By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Facebook Inc.’s (FB) flagship website could lose some ad dollars and market share to emerging social channels like Snapchat and its own Instagram platform […]

Read more...

Updates from the Oil Patch: Cost-Cutting and Low Drilling and Completion Activity Continue

What strategies are E&P companies utilizing during the downturn to reduce costs or increase efficiency? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)     Highlights Refracs Are Lackluster in a Dismal Completions Market (BHI, HAL, HCLP, RES, SLB, SLCA) Three sources […]

Read more...

Early Warning for ZLTQ’s CoolSculpting: CYNO’s SculpSure Could Cut into Next Year’s Share

Research Question: Can Zeltiq’s CoolSculpting system continue to fend off competitors with similar or superior body contouring products? Companies: AGN, CUTR, CYNO, ELOS, LMNS, NUS, TSE:VRX, ZLTQ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting now faces competition from Cynosure Inc.’s (CYNO) recently approved SculpSure […]

Read more...

Paycom to Keep Strong Growth Rate with Quality Product, Large Prospect Pool

Research Question: Is Paycom’s new business growth sustainable? Companies: ADP, LON:SGE, MSFT, ORCL, PAYC, PAYX, PCTY, SAP, TNET, ULTI, WAGE, WDAY By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Eleven of 16 sources said Paycom Software Inc. (PAYC) will continue to grow in 2016 as it both brings in new […]

Read more...