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Idea Proposals  // Browsing posts in Idea Proposals

CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Will the rollout of an online car-buying option and expansion of physical store locations drive sales and loan originations for CarMax in 2019?   Report Available: May 1, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, recovering nicely in its Q4 from declining market share experienced in the first half […]

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DexCom Idea Proposal (DXCM)

DexCom Idea Proposal (DXCM)

Will Abbott’s new low cost/high tech Libre 2 take share from DexCom’s G6 or is the continuous glucose monitoring market big enough for both to thrive? Report Available: April 24, 2019   Blueshift’s initial research found DXCM, the leader in developing and commercializing continuous glucose monitoring (CGM) systems, basking in a strong Q4 with several […]

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Anaplan Idea Proposal (PLAN)

Anaplan Idea Proposal (PLAN)

Can Anaplan build on its recent large enterprise sales success?   Report Available: April 18, 2019   Blueshift’s initial research found PLAN, a leader in the connected planning cloud platform space, hitting record performance numbers. PLAN is used by companies’ finance, sales, marketing, operations, and human resources departments to manage budgets, forecast, and plan. Since its founding […]

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AxoGen Idea Proposal (AXGN)

AxoGen Idea Proposal (AXGN)

Will new leadership and a more aggressive sales effort help AxoGen capture more of its Total Addressable Market? Report Available: April 3, 2019   Blueshift’s initial research found AXGN, a leader in the development and commercialization of technologies for peripheral nerve regeneration and repair, bringing on new executive leadership, hiring additional sales professionals, and preparing […]

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Zillow Idea Proposal (ZG)

Zillow Idea Proposal (ZG)

Will Zillow succeed in shifting the direction of the company to the iBuyer market with its Zillow Offers product? Report Available: March 21, 2019   Blueshift’s ongoing research found ZG launching Zillow 2.0 to disrupt the real estate market again. ZG is going all-in on its Zillow Offers program, buying, selling and financing homes. This […]

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Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Report Available: March 20, 2019   Blueshift’s initial research found SPOT turning its first profit in Q4 but with lingering concerns about its 2019 outlook and revenue-per-user trends. The streaming service continues to joust with record […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Will Grubhub wilt in 2019 under pressure from competitors? Report Available: March 14, 2019   Blueshift’s ongoing research found GRUB with divisive earnings results raising concerns about its rising costs but also feeding optimism that its spending will pay off with a strong 2019 in new markets. Competition is as fierce as ever which is […]

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Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Report Available: March 13, 2019   Blueshift’s initial research found SHOP posting a strong Q4 and hitting $1 billion in revenue. Still, SHOP has posted 12 consecutive quarters of declining growth. SHOP’s Shopify Plus platform designed for high volume merchants and enterprise solutions […]

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Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

How much longer can Ulta hold off Amazon? Report Available: February 27, 2019   Blueshift’s initial research found ULTA’s sales growing in stores and online as the company maintains its dedicated customers with new product launches, promotions, and the perks of its loyalty program. ULTA continues to open stores at a brisk pace, successfully fending […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

How much runway is left for EXAS’ Cologuard test as it kicks off its joint sales and marketing agreement with Pfizer? Report Available: February 15, 2019   Blueshift’s initial research found EXAS producing stellar Q4 and full-year results for its Cologuard test while entering a sales and marketing agreement with PFE aimed at continuing its […]

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