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 […]
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 […]
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 […]
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 […]
Research Question: Have demand and pricing for oilfield services changed now that the price of oil is holding above $50 per barrel? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RES, SLB, SPN Click here to download report (.pdf) Highlights Sources working in the well stimulation, drilling and well services categories said demand had improved […]
Research Question: What role will data center network automation play in pushing nontraditional data networking hardware players like Intel and Facebook into new areas of revenue generation in 2017 and beyond? And at whose expense? Companies: AMZN, ANET, CSCO, CTXS, CVLT, FB, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, NTAP, RHT, VMW By: John Harrington Click here to […]
Research Question: Will the 2017 wave season produce the level of booking growth expected by the cruise industry? Companies: CCL/CUK, CTRP, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: David Franklin Click here to download report (.pdf) Summary of Findings This year’s wave season bookings and revenue generated for support businesses are expected to exceed 2016 […]
Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: AMZN, CPH:PNDORA, NILE, SIG, TIF, TYO:7762 By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Holiday sales were somewhat lackluster overall for the 11 repeat sources at Signet Jewelers Ltd.’s (SIG) brand stores despite the optimism voiced […]
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