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December, 2016  // Posts published in December, 2016

Data Hosting to Spread Everywhere (AMZN, EQIX, INTC, MSFT)

Research Question: How will major technological shifts in networking and storage affect IT and data center host spending by category in 2017 and beyond? Companies: AKAM, AMZN, CONE, COR, DFT, DLR, EQIX, IBM, INTC, MSFT, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Powerful technological advances are allowing data center–based private […]

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Dec 21 2016 Consumer Goods

Lack of Trust, Transparency, Support Slows Adoption of Etsy’s Seller Services (ETSY)

Research Question: Why are more Etsy sellers not signing up for its seller services? Companies: AMZN, BABA, EBAY, ETSY, FB, FDX, FRA:DPW, GOOG/GOOGL, INTU, PYPL, SHOP, STMP, TWTR By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Etsy Inc.’s (ETSY) success with its seller services is largely dependent on the size […]

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Tableau Has Not Pivoted to Complex Analyses As Rivals Close In (DATA)

Research Question: Has Tableau lost its edge in a sea of analytics competitors? Companies: AMZN, CRM, DATA, GOOG/GOOGL, IBM, MSFT, MSTR, ORCL, SAP, TYO:6501 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Tableau Software Inc.’s (DATA) once massive advantage among data visualization providers is dwindling. Microsoft Corp.’s (MSFT) Power BI […]

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ServiceMaster’s ServSmart App Popular, But Not a Game Changer for AHS (SERV)

Research Question: Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Companies: SERV, SHLD By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The ServSmart app from me is very popular among ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield contractors and has provided […]

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Recovery Has Begun for the Frac Sand Industry (SLCA, SND)

Research Question: How will frac sand companies be affected by oil and gas market conditions now and through 2017? Companies: BRK.A/B, CLR, CRR, EMES, EOG, FMSA, HCLP, SLCA, SND, TSE:CNI, TSE:CP, UNP By: David Franklin Click here to download report (.pdf)   Summary of Findings The frac sand industry is in the early stages of […]

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Signs of Solid Holiday for Signet Brands; Industry Outlook Flat for 2017 (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: BRK.A/B, CPH:PNDORA, NILE, SIG, TIF Click here to download report (.pdf) By: Reverdy Johnson   Summary of Findings Expectations are high for jewelry industry sales this holiday season, backed by strong shopping in early December. This bodes well for Signet Jewelers […]

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A Cloud Software “Tsunami” Threatens the IT Appliance Market

Research Question: How will traditional IT vendors selling hardware appliance-based products likely be affected in 2017 and beyond by the development of software-only IT applications on superclouds belonging to Amazon Web Services and Microsoft Azure? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, FFIV, GOOG/GOOGL, IBM, MLNX, MSFT, NTAP, ORCL, RVBD, SYMC, TPE:2345, TPE:2382, VMW Click here […]

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QVC Buoyed by Loyal Customers But Faces Worrisome Trends (QVCA)

Research Question: Will Liberty Interactive’s QVC return to revenue growth in the fourth quarter and beyond? Companies: AMZN, EBAY, ETSY, HSNI, KSS, M, QVCA, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Liberty Interactive Corp.’s QVC Group (QVCA) has a loyal customer base and a track record of […]

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Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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Restoration Hardware’s Turnaround Needs More Work, Time (RH)

Research Question: Will Restoration Hardware’s aggressive action plan be the catalyst that reverses its yearlong decline and drives growth in the fourth quarter and 2017? Companies: AMZN, BBBY, RH, W, WSM By: David Franklin Click here to download report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) turnaround effort remains a work in progress. […]

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