April, 2017 // Posts published in April, 2017
Shopify’s Growth Trend Will Continue With Higher Pricing Model (SHOP)
Research Question: Will Shopify’s new variable-pricing model for Shopify Plus slow its growth or be a profit catalyst? Companies: CRM, PYPL, SAP, TSE:SHOP/SHOP By: David Franklin Click here to download report (.pdf) Summary of Findings Shopify Inc.’s (TSE:SHOP/SHOP) growth trend will not be hurt by the new variable-pricing model for its Shopify Plus enterprise […]
Advance Auto Parts Makes Incremental Progress, Amazon Is a Far-Off Threat (AAP)
Research Question: Is Advance Auto Parts succeeding with its operational improvements in the commercial market to drive its turnaround and fend off rising online competition? Companies: AAP, AMZN, AZO, EBAY, GM, GPC, IEP, KMX, LKQ, ORLY, TEN, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Advance Auto Parts […]
Lending Club in a Tight Spot Despite Demand for Online Loans (LC)
Research Question: Is the appetite for consumer credit loans from borrowers and banks robust enough to return Lending Club to growth in 2017? Companies: AMZN, C, DFS, FIG, FITB, GS, JEF, JPM, LC, STI By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Lending Club Corp. (LC) faces powerful competitive and […]
Ulta No Quick Fix for Estee Lauder’s MAC, But Too Faced on Track for Solid Growth (EL, ULTA)
Research Question: Can Estée Lauder penetrate and compete in the open-sell makeup channel? Companies: EL, ELF, FB, JWN, LVMUY, LRLCY, LVMH, M, REV, TYO:4911, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The Estée Lauder Companies Inc.’s (EL) efforts to successfully enter the open-sell makeup channel will not […]
Tech Trends: Facebook Could Be Networking Itself Toward Trouble (FB)
Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf) Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]
Tailored Brands Idea Proposal (TLRD)
Will Tailored Brands’ shift from deep discounting to a fresher look aimed at millennials be the catalyst for improved performance? Report Available: May 24, 2017 Blueshift’s initial research found TLRD faltering on several fronts in Q4, with soft traffic, poor sales, and higher-than-expected losses from its start-up tuxedo business partnership with Macy’s. A tough […]
Drilling and Completions Demand Up, Engine Orders Lagging
Research Question: How did the recent oil price decline affect demand and pricing for oilfield goods and services? Companies: CAT, CMI, HAL,HP, NBR,PTEN, RES, SLB Click here to download report (.pdf) Highlights The recent oil price pullback to under $50 per barrel had some industry players wondering if demand and pricing for oilfield goods and services […]
Deckers Progresses with Its DTC Initiative, But Its UGG Brand May Not Benefit (DECK)
Research Question: Will Deckers’ direct-to-consumer initiative help its UGG brand survive the sales and traffic decline of department stores and malls? Companies: AMZN, BABA, BOOT, BRK.A/B, BZUN, DECK, GOOG/GOOGL, NKE, WMT, WWW By: David Franklin Click here to download report (.pdf) Summary of Findings Deckers Outdoor Corp.’s (DECK) direct-to-consumer (DTC) initiative is unlikely to […]
Box Idea Proposal (BOX)
Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Report Available: May 4, 2017 Blueshift’s initial research found BOX growing its revenue as a content management platform for enterprises. The company is positioning its cloud-based software as a tool that meets all the key enterprise needs […]
Shopify Idea Proposal (SHOP)
Will Shopify’s transition from fixed to variable pricing for Shopify Plus slow growth or be the catalyst for profits? Report Available: May 3, 2017 Blueshift’s initial research found SHOP implementing a change in pricing for its rapidly growing enterprise-level ecommerce solution, Shopify Plus. The company believes the change is a natural evolution which better […]
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