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August, 2017  // Posts published in August, 2017

Grubhub to Stay Ahead of Competitors with Purchase of Eat24 (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc.’s (GRUB) purchase of Eat24 will help it keep its competitors at bay, a reversal of sentiment toward the company […]

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Acuity Brands Idea Proposal (AYI)

Acuity Brands Idea Proposal (AYI)

Will Acuity Brands suffer as upstream LED manufacturers move downstream?   Report Available: September 22, 2017   Blueshift’s initial research found AYI coming off a solid quarter with sales outpacing the industry, but in a position where it needs to defend against LED manufacturers like CREE and those from China moving downstream to compete in […]

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Apartments.com’s Dominance Secure in 2017; Challenges Ahead (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com will continue to dominate the internet listing services (ILS) market […]

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Kellogg Idea Proposal (K)

Kellogg Idea Proposal (K)

Will Kellogg’s shift from direct store delivery to a warehouse system boost the company’s fortunes?   Report Available: September 27, 2017   Blueshift’s initial research showed K pushing a new distribution strategy to save costs and expand margins for its snacking business, while getting all its products delivered using the same system. The move is […]

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Tech Trends: IT Security Gets Cloudier Everyday

Research Question: What factors are creating the most pressure on the traditional IT firewall marketplace? Companies: AMZN, CHKP, CSCO, FTNT, JNPR, MSFT, PANW, PFPT By: John Harrington Click here to download report (.pdf)   Summary Data security is moving faster than ever to a direct service model based in the cloud, cutting into new client sales […]

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Netflix Idea Proposal (NFLX, DIS, AMZN)

Netflix Idea Proposal (NFLX, DIS, AMZN)

Does Disney’s departure portend trouble for Netflix?   Report Available: October 12, 2017   Blueshift’s initial research found NFLX thriving with millions of new subscribers, but numerous competitive threats looming. DIS is starting its own streaming services and pulling some premium content from NFLX’s platform. The competition among streaming services like Hulu and HBO Now, […]

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Amazon Prime Discount Program Not a Significant Threat to Dollar Tree (DLTR, AMZN)

Research Question: Will competitive pressure from Amazon’s Prime membership discount for low-income shoppers slow Dollar Tree’s sales? Companies: AMZN, COST, DG, DLTR, FIVE, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc.’s (AMZN) Prime membership discount for low-income shoppers is not a significant threat to Dollar Tree […]

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Select Comfort Idea Proposal (SCSS, SNBR)

Select Comfort Idea Proposal (SCSS, SNBR)

Will smart beds help Select Comfort grow unit volume overall?   Report Available: September 15, 2017   Blueshift’s initial research found SCSS introducing a new line of innovative mattresses with smart technology and a high price tag that the company expects will increase sales and drive profit. But SCSS had inventory concerns which delayed delivery […]

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Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Who will win the race between Nvidia and Intel to be the driving force behind autonomous cars?   Report Available: October 18, 2017   Blueshift’s initial research found NVDA taking the lead in self-driving car development with its superfast graphics processors. INTC’s acquisition of Mobileye, however, has thrust the chipmaker back into the conversation. NVDA […]

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GoDaddy Idea Proposal (GDDY)

GoDaddy Idea Proposal (GDDY)

Will GoDaddy’s website building platform gain or lose market share over the next one to two years?   Report Available: September 20, 2017   Blueshift’s initial research found GDDY’s web hosting business growing but facing a competitive field that now includes a free, do-it-yourself website builder from GOOG/GOOGL. GDDY has introduced a new web building […]

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