January, 2017 // Posts published in January, 2017
ICD and CRT Premature Battery Depletion Idea Proposal (MDT, STJ)
Are manufacturers of ICDs and CRTs at risk for major product recalls due to Premature Battery Depletion? Report Available: March 15, 2017 Blueshift’s initial research, in conjunction with Pharm3r software solutions, reveals a pattern of Premature Battery Depletion for several ICD and CRT devices that is consistent with other ICDs and CRTs that have […]
Douglas Dynamics Idea Proposal (PLOW)
Will Douglas Dynamics’ snowplow sales meet expectations this winter? Report Available: February 23, 2017 Blueshift’s initial research found high expectations for PLOW sales in the back half of winter. Snowfall totals have vastly exceeded averages in some areas of the country but lagged in others. An uptick in pickup truck sales could bode well […]
UGG’s Classic II, Classic Slim, Men’s Lines Were on Trend and Drove Holiday Sales For Deckers (DECK)
Research Question: Did Deckers’ new UGG Slim and Classic II boots drive holiday sales and reinvigorate the brand? Companies: COLM, DECK, KORS, NKE, VFC, WWW By: David Franklin Click here to download report (.pdf) Summary of Findings Deckers Outdoor Corp.’s (DECK) UGG brand experienced strong holiday sales and returned to being on trend in […]
Mindbody’s Lead Threatened by Poor User Experience, Customer Service (MB)
Research Question: Will Mindbody experience a breakout year in 2017? Companies: GOOG/GOOGL, INTU, MB, MSFT, NZE:XRO, ORCL, UA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Mindbody Inc. (MB) is not expected to have a breakout year in 2017 as nearly half of Blueshift Research’s user sources and all of […]
Cost-Effective Cloud Solutions Weaken Security, Storage Vendors
Research Question: What trends will increasingly shape data network management, storage and protection spending in 2017? Companies: AMZN, CHKP, CSCO, CVLT, FEYE, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, INTC, JNPR, MSFT, NTAP, PANW, PSTG, RHT, SYMC By: John Harrington Click here to download report (.pdf) Summary Spending for IT security and storage products provided by traditional […]
Hope for J.C. Penney’s Turnaround Not Extinguished by Subpar Q4 (JCP)
Research Question: Will J.C. Penney’s turnaround efforts regain momentum or stall in 2017? Companies: ADDYY, AMZN, BBY, BONT, COLM, DDS, GE, GPS, HD, HGG, IR, JCP, JWN, KRX:003555, KRX:005930/005935, KSS, LOW, M, NKE, RL, SHLD, TPX By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Despite its uneven fourth-quarter performance, C. Penney […]
RealPage Idea Proposal (RP)
Can RealPage maintain its growth and profit trend through 2017 as the multifamily market softens in some geographic areas? Report Available: February 9, 2017 Blueshift’s initial research shows a positive growth and profit trajectory for RP, a leading property management Software as a service provider. RP’s goal of $1 billion in revenue and 30% […]
Dollar Tree Idea Proposal (DLTR, DG)
Are Dollar Tree’s integration initiatives at its Family Dollar stores producing cost savings and sales growth? Report Available: February 15, 2017 Blueshift’s initial research shows DLTR making progress with the integration of the Family Dollar (FDO) stores the company acquired in July 2015. DLTR and its customers have said the FDO stores are cleaner, […]
Carter’s Idea Proposal (CRI)
Will Carter’s wholesale business withstand private label competition in 2017? Report Available: February 10, 2017 Blueshift’s initial research shows CRI’s wholesale business facing a challenge from an increased focus on private label brands in its partner stores, while also seeing demand decline at mall-based retailers. But the company is pushing its online strategy with […]
Netgear Idea Proposal (NTGR)
Will Netgear’s commercial and retail business segments achieve expected 10% revenue growth in 2017? Report Available: February 2, 2017 Blueshift’s initial research found NTGR counting heavily on its retail and commercial segments to drive growth in 2017. The company introduced a new Nighthawk wireless router, an improved Arlo security camera, and unveiled the Orbi […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
