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Idea Proposals  // Browsing posts in Idea Proposals

Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

Is Ulta’s slowdown a sign that the company’s successful run has peaked, or is this just a bump in the road?   Report Available: February 23, 2018   Blueshift’s initial research found ULTA showing signs of concern as trends change in the beauty industry and growing competition looks to take share in the category. Despite double […]

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Amazon RX and Medical/Dental Supply Idea Proposal (AMZN, HSIC, PDCO)

Amazon RX and Medical/Dental Supply Idea Proposal (AMZN, HSIC, PDCO)

How soon until Amazon’s venture into RX and medical/dental supply sales and distribution disrupts traditional channels? Report Available: February 22, 2018   Blueshift’s initial research found AMZN putting the prescription drug and medical/dental supply distribution channels on notice. Recent actions by AMZN, which include obtaining pharmacy licenses in 12 states, hiring professional health care staff, and […]

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Aaron’s Progressive Leasing Idea Proposal (AAN)

Aaron’s Progressive Leasing Idea Proposal (AAN)

Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Report Available: February 8, 2018   Blueshift’s initial research found that Progressive Leasing, AAN’s lease-to-own option for retailers, is growing significantly, outperforming AAN’s store business. Progressive is adding new accounts from national retailers like SIG and seeing retailers like CONN switch to Progressive from […]

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Everbridge Idea Proposal (EVBG)

Everbridge Idea Proposal (EVBG)

Are Everbridge’s mass notification customers adding new applications to their existing plans? Will Everbridge continue adding new customers at its current pace? Report Available: February 7, 2018   Blueshift’s initial research found EVBG, provider of a cloud-based software that automates and manages responses to public safety threats and critical business events, experiencing a breakout year in […]

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United Natural Foods Inc. Idea Proposal (UNFI)

United Natural Foods Inc. Idea Proposal (UNFI)

Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Report Available: January 31, 2018   Blueshift’s initial research found UNFI coming off a strong quarter, boosted by sales to Whole Foods following the latter’s acquisition by AMZN. UNFI’s margins continue to suffer, however, […]

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Treehouse Foods Idea Proposal (THS)

Treehouse Foods Idea Proposal (THS)

Can Treehouse Foods overcome retailers pushing down prices and competitors looking to take share? Report Available: February 1, 2018   Blueshift’s initial research shows THS fighting to overcome a difficult year. The company is still struggling to integrate its CAG acquisition as the company’s business was in worse shape than expected. THS also must contend with […]

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Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Report Available: January 18, 2018   Blueshift’s initial research found NFLX thriving with millions of new subscribers, but numerous competitive threats looming. NFLX is raising prices for its standard and premium packages. DIS’s purchase of FOXA gives the company the […]

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Realogy Idea Proposal (RLGY)

Realogy Idea Proposal (RLGY)

Are technology-enabled real estate brokerage competitors like Redfin and Compass taking agents and market share from Realogy? Report Available: January 24, 2018   Blueshift’s initial research shows that RLGY, the largest U.S. real estate brokerage, is under fire from upstart disruptors like RDFN and Compass who are taking advantage of the market’s increasing propensity to use […]

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Cruise Lines Idea Proposal (CCL, RCL)

Cruise Lines Idea Proposal (CCL, RCL)

Will bookings growth for wave season 2018 continue to be ahead of last year’s pace? Report Available: January 10, 2018   Blueshift’s initial research shows solid revenue and bookings for major cruise lines in Q3, especially considering the devastation from the hurricanes in the Caribbean this fall. Coupled with expected growth in Q4 and bookings for […]

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Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry?   Report Available: January 5, 2018   Blueshift’s initial research shows that Q3 household debt jumped to more than $9 trillion. Non-bank subprime auto loan delinquencies are rising at twice the rate of traditional bank loans. Credit […]

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