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September, 2017  // Posts published in September, 2017

Wageworks Idea Proposal (WAGE)

Wageworks Idea Proposal (WAGE)

Will Wageworks’ organic growth continue at its projected pace of 9% to 14%?   Report Available:October 25, 2017   Blueshift’s initial research found a trend toward high-deductible health plans and growth in the consumer-directed benefits market. WAGE is the leader in this space and enters the enterprise selling season with solid growth in RFPs, while […]

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Kellogg to Benefit Long Term from Warehouse Shift Despite Rocky Transition (K)

Research Question: Will Kellogg’s shift from direct-store delivery to a warehouse system for its U.S. snack division boost the company’s fortunes? Companies: ADRNY, CPB, GIS, JJSF, K, KR, MDLZ, PEP, PF, POST, SJM, TGT, THS, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Kellogg Co. (K) eventually will emerge […]

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Freight Brokerage Idea Proposal (CHRW, JBHT, LSTR, XPO)

Freight Brokerage Idea Proposal (CHRW, JBHT, LSTR, XPO)

Will freight brokerages successfully adjust as digital brokers disrupt the industry? Which companies are best positioned to thrive?   Report Available: November 1, 2017   Blueshift’s initial research found that the automation of the freight brokerage business is well under way. There is a plethora of trucking apps challenging the traditional methods of the trucking […]

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GoDaddy Has Mass Appeal and Great Customer Support (GDDY)

Research Question: Will GoDaddy’s website building platform gain or lose market share in the next one to two years? Companies: EIGI, GDDY, GOOG/GOOGL, TSE:SHOP/SHOP, WEB, WIX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings GoDaddy Inc. (GDDY) is in great position to boost its market share among amateur website builders, […]

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Acuity Will Prevail Long Term Despite Intense Competition and Price Erosion (AYI)

Research Question: Will Acuity Brands suffer as upstream LED lighting manufacturers move downstream? Companies: AYI, CREE, EPA:LR, ETN, ETR:OSR, GE, HUBB, KOSDAQ:0032500, KRX:005930/005935, LSCG, PHG, TYO:6502 By: Reverdy Johnson & David Franklin Click here to download report (.pdf)   Summary of Findings Acuity Brands Inc. (AYI) and the entire LED lighting industry are experiencing intense […]

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Nielsen Idea Proposal (NLSN)

Nielsen Idea Proposal (NLSN)

Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process?   Report Available: October 19, 2017   Blueshift’s initial research found growing unhappiness with NLSN as the sole provider of TV ratings, yet little traction for any alternatives. SCOR’s cross-platform measurement concept holds some appeal, while major broadcasters continue their search […]

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Take It to the Bank: PayPal Continues to Shine (PYPL)

Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]

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Select Comfort’s Smart Beds Set to Boost Sales with Superior Tech (SCSS, SNBR)

Research Question: Will smart beds help Select Comfort grow unit volume overall? Companies: ETR:SNH, SCSS, TPX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Select Comfort Corp.’s (SCSS) Sleep Number 360 smart beds will help grow overall unit volume because of superior technology that is hard to imitate and currently […]

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Oil Patch: 2H17Demand for Oilfield Services Steady to Up Slightly vs. 1H

Research Question: How will oilfield services demand for the second half of 2017 compare with the first half of the year? Companies: BAS, HAL, HP, KEG, NBR, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights Demand and pricing for oilfield services are expected to hold steady or rise slightlyduring the second half […]

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Chipotle Idea Proposal (CMG)

Chipotle Idea Proposal (CMG)

Is Chipotle still suffering from its tainted food problems?   Report Available: October 11, 2017   Blueshift’s initial research found CMG still trying to recover from the devastating effects of customer illnesses due to tainted food in its restaurants in 2015. Despite improved internal procedures, CMG had a scare in one of its locations as […]

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