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April, 2018  // Posts published in April, 2018

Update: New Collection Gives Hugo Boss Reason for Optimism Despite Up and Down Sales (ETR:BOSS)

Research Question: Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe? Companies: BME:ITX, EPA:CDI, EPA:KER, ETR:BOSS, FRA:AAH, GOOS, HKG:0458, KORS, LON:BRBY, LON:TED, PVH, RL, STO:HM-B By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Hugo Boss AG (ETR:BOSS) continues to […]

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Blowback for Facebook Is Building in Q2 But Likely to Dissipate (FB)

Research Question: Is Facebook’s ad revenue growth threatened by the data privacy and fake news scandals engulfing the platform? Companies: ACXM, ADS, AMZN, FB, GOOG/GOOGL, ORCL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) could be in for an extremely rocky Q2 as some advertisers […]

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Tech Trends: Cloud Software “Time Bomb” Looms for Traditional IT Vendors

Research Question: How is the traditional IT security equipment sales landscape affected by the flood of cloud-style networking, software-only virtual firewalls, secure application accelerators and other virtual IT security machines? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf) […]

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Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

What is the level of risk for financial institutions from the failure of subprime auto lenders and the rapid growth of subprime mortgages? Report Available: May 31, 2018   Blueshift’s initial research found that three small specialized subprime auto lenders recently went bankrupt or closed. Several others are at high risk of failure due to the […]

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Pandora Trending Flat to Down; Shine Not a Savior Despite Good Start (PNDORA)

Research Question: Will the new Shine jewelry collection keep Pandora’s bubble from bursting? Companies: CPH:PNDORA, DIS, SIG, TIF By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings Pandora A/S’ (CPH:PNDORA) sales are trending flat to down. Although the new Shine line is off to a good start and will likely add a […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Will Zillow’s new house flipping business propel or derail the company’s growth? Report Available: June 7, 2018   Blueshift’s initial research found Z/ZG surprising the real estate and investment industries by announcing that it would be entering the home buying and selling/flipping business and expanding its Instant Offers program. The news potentially eliminates or at least […]

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Updates From the Oil Patch: First-Quarter Sand Shortage in the Permian Basin Hindered Frac Activity

Research Question: How have recent frac sand delivery delays affected the volume of well completions in the Permian Basin during the first quarter of 2018? Companies: FRAC, HAL, PUMP, RES, SLB   Click here to download report (.pdf)   Highlights Well completion activity in the Permian Basin was stymied somewhat during the first quarter because many […]

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Report Update: Facebook Data Use Changes Create Temporary Challenges for Shopify (SHOP)

Research Question: Will tighter Facebook data sharing restrictions doom Shopify? Companies: FB, GOOG/GOOGL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Considering the Facebook Inc. (FB) data privacy breach, the Federal Trade Commission investigation and the Citron Research report, Shopify Inc. (SHOP) and some of its customers using Facebook […]

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Tech Trends: IT Vendors Are at Major Risk As VARs Begin to Struggle

Research Question: As VARs move away from straight DIY product sales and toward their own set of client services that bypass reseller commissions, how much risk does this pose to major IT vendors? Which ones are most vulnerable? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSDO, SHA:600751 […]

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ANGI Homeservices Idea Proposal (ANGI)

ANGI Homeservices Idea Proposal (ANGI)

Are service contractors increasing their spending with Angie’s List and Home Advisor?   Report Available: May 2, 2018   Blueshift’s initial research showed ANGI merging the declining Angie’s List brand with the HomeAdvisor platform. Salesforce expansion, cost savings initiatives, and monetization of web traffic are said to be ahead of plan. A key challenge to […]

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