July, 2016 // Posts published in July, 2016
Oilfield Demand Showed Slight Uptick, Pricing at Low Levels
Research Question: Did the stabilization of oil and gas prices at higher levels earlier this month improve demand for or pricing of oilfield services? Companies:BAS, BHI, HAL, HP, KEG, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf) Highlights Blueshift Research’s interviews were conducted during early to mid-July at a time […]
Strong Summer Prices and Bookings to Boost Rental Car Industry
Research Question: Is Enterprise still priced to take market share from Avis and Hertz? Companies: CAR, ETR:SIX2, EXPE, HTZ, OWW By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Six of 16 sources said rental car rates have increased this summer compared to last, and six said booking volume and demand have […]
No Meaningful Growth for RealPage Until New and Updated Software Is Released
Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf) Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]
Shopify Will Sustain Growth But Be Challenged in Upmarket Move
Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf) Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]
IT Security: Performance and Price Are Top Priorities in Purchases
Research Question: What effects are competition and clients’ buying decisions having on major IT security players? Companies: CHKP, CSCO, FEYE, FTNT, PANW, PFPT By: John Harrington Click here to download the report (.pdf) Summary Competition is squeezing IT security vendors as never before, bringing price and performance to the top of the list in clients’ buying […]
There Are Warning Signs That Skechers’ Momentum Is Waning
Research Question: Are Skechers’ U.S. wholesale and retail businesses continuing to thrive despite warnings signs in the greater overall shoe market? Companies: ADDYY, CAL, DKS, DSW, DKX, KSS, NKE, SKX, UA, VFC, TYO:7936 By: Seth Agulnick Click here to download the report (.pdf) Summary of Findings Sales of Skechers USA Inc. (SKX) shoes were down […]
MCD Success Continues, Driven by Breakfast, Promos and New Items
Research Question: Will McDonald’s continue to see growth with its turnaround efforts? Companies: CMG, DNKN, JACK, MCD, PNRA, QSR, SBUX, SHAK, SONC, WEN, YUM By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings McDonald’s Corp.’s (MCD) run of success with its turnaround efforts continued in the second quarter. Both franchise owners and […]
Top Current Ideas 07/08/2016
Research Questions: 1. Is the subprime auto loan industry in a bubble that will burst in the next 12-18 months? Last Report: 2.4.16 Next Report: 8.17.16 Next Earnings: 7.26.16 (ALLY) 2. Is Enterprise still priced to take market share from Avis and Hertz? Last Report: 10.8.15 Next Report: 7.28.16 Next Earnings: 8.1.16 (CAR) […]
The Cloud, Competition and Commodity Pricing Will Block 2H16 IT Network Growth
Research Question: Is the era of significant revenue growth over for the large, mainstream IT network vendors? Companies: AMZN, ANET, CSCO, EQIX, FFIV, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MLNX, MSFT, ORCL, SMCI, TPE:2382 By: John Harrington Click here to download the report (.pdf) Summary Although second-quarter IT network sales appeared stable year to year, sales […]
365 Store a Work in Progress, Whole Foods’ Turnaround Struggling
Research Questions: Will Whole Foods’ 365 store concept succeed? How is Whole Foods’ legacy store turnaround progressing? Companies: AHONY, AMZN, COST, DLTR, KR, NGVC, PUSH, SFM, TGT, UNFI, WBA, WFM, WMT By: David Franklin Click here to download the report (.pdf) Summary of Findings Customers and store personnel believe Whole Foods Market Inc.’s (WFM) 365 is […]
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