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April, 2016  // Posts published in April, 2016

Red-Hot International Markets Bode Well for Match Group, Tinder

Research Question: Will Tinder’s paid subscribers deliver a revenue windfall for Match Group Inc.? Companies: FDBL, FB, MTCH   By: Emily Carr Click here to download the report (.pdf)   Summary of Findings Match Group Inc.’s (MTCH) Tinder is well placed to hit growth targets for its paid subscriber base by the end of 2016, […]

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April Trends Tracker

Trends Tracker Companies Covered: AAL, AAP, ADDYY, ALK, ALKS, BDSI, BRK.A/B, BWLD, CAR, CHH, CMG, DAL, DNKN EXPE, FB, H, HLT, HOT, HRTX, HTZ, IHG, JACK, JBLU, JCP, LNKD, LON:INDV, LUV, MAR, MCD, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, SHAK, SKX, SONC, STO:ORX, TRIP, TSX:GUD, TLV:TEVA, TTNP, TWTR, TYO:7936, UA, UAL, WEN, Z Click here to […]

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Drilling, Completions Demand and Pricing Still Soft Despite $40 Oil

Research Question: Have demand and pricing for oilfield services changed now that the price of oil per barrel is holding around $40? Companies: BHI, HAL, HP, NBR, PTEN, RES, SLB Click here to download the report (.pdf)   Highlights Fraccing Demand Has Not Increased; Service Pricing Remains at the Bottom (BHI, HAL, RES, SLB) Three […]

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Trimble in Demand, Innovating to Stay Ahead; Subscriptions Not a Deterrent

Research Question: Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Companies: TRMB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Trimble Navigation Ltd.’s (TRMB) shift to emphasize recurring revenue with the introduction of a subscription-based service is an industry trend and a necessity to stay at […]

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PayPal Use to Grow Among Consumers, Merchants Based on Recognition, Reliability

Research Question: Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by recent developments with Apple Pay and Amazon Payments? Companies: AAPL, AMZN, AXP, DFS, FB, FDC, GOOG/GOOGL, HPY, KRX:005935, MA, OSTK, PYPL, SQ, TWTR, TYO:4755, V, WFC By: Reverdy Johnson Click here to download the report (.pdf) […]

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Teleflex’s Premium Pricing Strategy Will Prevail Despite Challenges

Research Question: Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Companies: ABMD, ANGO, BCR, BDX, BSX, CAH, CFN, EW, JNJ, KRX:005935, MDT, MMSI, STJ, TFX, TYO:4543 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Teleflex ’s (TFX) strategy of premium pricing […]

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Standard Workovers of Older Wells Teed-up by Some Operators

Research Question: Has there been any change in demand or pricing for oilfield services now that the price of oil is holding around $40? Companies: BAS, KEG, SPN Click here to download the report (.pdf)     Highlights Some Independent Operators Begin Workovers, Majors Queuing Up Projects (BAS, KEG, SPN) A representative working for a […]

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Apr 14 2016 Automotive, Consumer Goods

Advance Auto Parts’ Push into Commercial Sales Remains Stalled

Research Question: Is Advance Auto Parts executing the right moves to catch up to its peers this year and beyond? Companies: AAP, AMZN, AZO, EBAY, GPC, ORLY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) focus on the commercial market is the right strategy, […]

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Apr 08 2016 Pharmaceuticals

Market Ready to Adopt Long-Acting Buprenorphine As Opioid Treatment Option

Research Question:Will long-acting implantable and injectable buprenorphine become widely adopted for opioid addiction treatment? Companies: ALKS, BDSI, HRTX, LON:INDV, STO:CAMX, STO:ORX, TLV:TEVA, TSX:GUD, TTNP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Long-acting implantable and injectable buprenorphine is expected to become an important tool and gain a significant foothold […]

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McDonald’s Builds on 2015 Success, Off to Even Better Start in 2016

Research Question: Is McDonald’s seeing sales declines in its all-day breakfast and overall business? Companies: BRK.A/B, BWLD, CMG, DNKN, JACK, MCD, QSR, PLKI, PNRA, SBUX, SHAK, WEN, YUM By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp. (MCD) continues its turnaround story, improving further on Blueshift Research’s 2, […]

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