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May, 2017  // Posts published in May, 2017

Gun Industry Has Low Sales, High Inventory; Rebound Unlikely Until Next Election (AOBC, RGR)

Research Question: How significant is the decline in gun sales brought on by the results of the presidential election? When will gun sales rebound? Companies: AOBC, CAB, RGR, SPWH, VSTO By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Firearm demand has dropped to nearly nothing since November when the election […]


Mother’s Day Promotion Boosts Sales at Signet’s Kay; Zales Still Disappointing (SIG)

Research Question: Will Signet bounce back with improved sales for Mother’s Day? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Signet Jewelers Ltd.’s (SIG) Mother’s Day sales were mixed among its three main retailers—Zales, Kay Jewelers and Jared—but the company has made progress compared with Blueshift Research’s […]


ComScore Has an Opening, But Toppling Nielsen Will Be Tough (NLSN, SCOR)

Research Question: Will ComScore’s cross-platform measurement technology lead it to revenue growth and challenge Nielsen? Companies: ADBE, ASX:FOX/FOX, CHTR, CMCSA, DISH, FB, GOOG/GOOGL, NFLX, NLSN, OMC, ORCL, SCOR, T, TWX, VIA/VIAB, VZ, WPPGY Click here to download report (.pdf) By: Seth Agulnick   Summary of Findings Neither ComScore (SCOR) nor Nielsen N.V. (NLSN) has hit on […]


Whirlpool to Continue to Grow in 2017 But Faces Big Headwinds (WHR)

Research Question: Will Whirlpool maintain its growth in 2017 given the highly competitive and promotional appliance marketplace? Companies: AMZN, BBY, HD, HKG:1169, JCP, KRX:003555, KRX:005930/005935, LOW, SHE:000333, SHLD, STO:ELUX-A, WHR Click here to download report (.pdf) By: David Franklin   Summary of Findings Whirlpool Corp.’s (WHR) sales momentum is secure for the rest of 2017, during […]


Demand Up for Fraccing, Well Services and Frac Pumps

Research Question: Are second-quarter market conditions for oilfield services better or worsethan or the same as in the first quarter? Companies: BAS, FTI, GDI, HAL, KEG, LON:WEIR, RES, SLB Click here to download report (.pdf)   Highlights Although oil pricing per barrel continues to fluctuate, demand for fraccing and well service work has risen in the […]


Tech Trends Alert: Palo Alto Networks Slashes Traps Pricing, Boosts Sales Rep Salary (PANW)

Companies:PANW By: John Harrington Click here to download report (.pdf)   Summary Palo Alto Networks Inc. (PANW) cuts prices some 40% in order to boost Traps sales. The company is also offering hefty salaries to lure new sales talent. Management blames “execution issues” for slowing growth. Customers have balked at Palo Alto’s high prices. Endpoint […]


Tech Trends: New Projects Are Slowing Now That Many Fiber Nets Are Already Built (DY)

Research Questions: Has the prolonged buildout of the fiber optic network infrastructure reached a slowdown point? Companies: ALU, CIEN, CSCO, CTL, DY, GLW, JNPR, LVLT, T, VZ, ZAYO By: John Harrington Click here to download report (.pdf)   Summary Considerable buzz surrounds the building of large fiber optic networks needed to support the rollout of 5G […]


Box Is the Best But Will Have to Fight to Keep Its Lead (BOX)

Research Question: Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Companies: AMZN, BOX, CRM, GOOG/GOOGL, IBM, MSFT, SNCR, TSE:OTEX/OTEX, TYO:6702 By: Seth Agulnick Click here to download report   Summary of Findings Box Inc. (BOX) offers the best platform for enterprise-level document sharing and storage, […]


Tech Trends: IT Vendors in for a Slower Second Half Amid Intense Competition

Research Questions: What technologies are on the rise? Which are slowing down in data networking project pipelines heading into the second half of 2017? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf)   Summary Hybrid networking—the combination of […]