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September, 2018  // Posts published in September, 2018

Updates from Oil Patch: Well Service, Fraccing, Drilling Improving on More Available Cash

Research Question: With investments coming into the oil patch, which activities are happening in the field? Companies: BAS, FRAC, HAL, HP, KEG, NBR, NOV, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights E&P companies are focused on revitalizing older wells, fraccing newly drilled wells to put online quickly, and drilling new […]

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Burberry’s New Line Breathing Much-Needed Life into the Brand (LON:BRBY)

Research Question: What was the initial response to Burberry’s release of Riccardo Tisci’s first collection? Will this new line revitalize the brand?’ Companies: LON:BRBY By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Burberry Group plc’s release of Riccardo Tisci’s first collection since being named creative director has been a rousing […]

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Zillow Idea Proposal (ZG)

Zillow Idea Proposal (ZG)

Is Zillow’s Instant Offers on track to become the company’s next growth story or is it detracting from the core Premier Agent business? Report Available: October 24, 2018   Blueshift’s initial research found ZG expanding its Instant Offers program beyond Phoenix and Las Vegas to Atlanta and Denver despite the program having posted zero revenue […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Will Facebook be able to monetize Stories at the same level as news feed ads? Report Available: October 18, 2018   Blueshift’s initial research found investor backlash to FB’s second-half revenue and margin guidance. Its disappointing forecast partly stems from its efforts to promote the Stories feature on the main FB platform, a concept that […]

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Grainger Idea Proposal (GWW)

Grainger Idea Proposal (GWW)

Did MRO buyers front-load purchases ahead of tariffs? What does this mean for Grainger? Report Available: October 11, 2018   Blueshift’s initial research found MRO industry leader GWW having a great year. The company’s price reduction initiative, increased digital marketing, and improved ecommerce platforms are driving increasing purchase volume from existing accounts, inspiring inactive accounts […]

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Amazon Expected to Disrupt and Deeply Penetrate the Healthcare Market (AMZN)

Research Question: How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult for Amazon to overcome? Companies: ABC, AET, AMZN, BRK.A/B, CAH, CI, CVS, ESRX, JPM, MCK, TEVA, TGT, UNH, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary […]

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Wix Code Could Boost Revenue But Not Lure WordPress Devotees (WIX)

Research Question: Will Wix Code spur a major spike in Wix’s paid subscription base or revenue per user? Companies: ADBE, GDDY, MSFT, SHOP, SQ, WIX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings com Ltd. (WIX) may have a better chance to get current subscribers to pay more to use […]

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Burberry Idea Proposal (LON:BRBY)

Burberry Idea Proposal (LON:BRBY)

Will Burberry’s upmarket move to the luxury category lead to a successful turnaround story for the company?   Report Available: September 27, 2018   Blueshift’s initial research found BRBY on the verge of introducing the first collection from its new creative director as it looks to move more firmly into the luxury category. The brand […]

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Capital Investment Idea Proposal

Capital Investment Idea Proposal

Are companies increasing their capex spending as a result of more favorable expensing rules? Which industries are most affected?   Report Available: November 1, 2018   Blueshift’s initial research found potential incentives for capital spending in the major tax reform law approved last year. As companies develop their 2019 spending plans, the ability to fully expense […]

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Tech Trends: IT Vendors Squeeze Channel Partners As Sales Tighten Due to the Cloud

Research Question: Are IT vendors changing terms among their channel resellers in order to collect more sales revenue at the expense of long-time partners as a result of competition from the major cloud providers? Companies: AMZN, CHKP, CSCO, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW   By: John Harrington Click here to download […]

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