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Idea Proposals  // Browsing posts in Idea Proposals

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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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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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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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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SPS Commerce Idea Proposal (SPSC)

SPS Commerce Idea Proposal (SPSC)

Will SPS Commerce expand its retail network and increase wallet share among suppliers over the next 12 to 18 months?   Report Available: October 18, 2017   Blueshift’s initial research found SPSC’s revenue growth slowing from more than 20% last year to less than 15% this year, partly because of a difficult retail environment. Recent […]

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Acuity Brands Idea Proposal (AYI)

Acuity Brands Idea Proposal (AYI)

Will Acuity Brands suffer as upstream LED manufacturers move downstream?   Report Available: September 22, 2017   Blueshift’s initial research found AYI coming off a solid quarter with sales outpacing the industry, but in a position where it needs to defend against LED manufacturers like CREE and those from China moving downstream to compete in […]

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Kellogg Idea Proposal (K)

Kellogg Idea Proposal (K)

Will Kellogg’s shift from direct store delivery to a warehouse system boost the company’s fortunes?   Report Available: September 27, 2017   Blueshift’s initial research showed K pushing a new distribution strategy to save costs and expand margins for its snacking business, while getting all its products delivered using the same system. The move is […]

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Netflix Idea Proposal (NFLX, DIS, AMZN)

Netflix Idea Proposal (NFLX, DIS, AMZN)

Does Disney’s departure portend trouble for Netflix?   Report Available: October 12, 2017   Blueshift’s initial research found NFLX thriving with millions of new subscribers, but numerous competitive threats looming. DIS is starting its own streaming services and pulling some premium content from NFLX’s platform. The competition among streaming services like Hulu and HBO Now, […]

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Select Comfort Idea Proposal (SCSS, SNBR)

Select Comfort Idea Proposal (SCSS, SNBR)

Will smart beds help Select Comfort grow unit volume overall?   Report Available: September 15, 2017   Blueshift’s initial research found SCSS introducing a new line of innovative mattresses with smart technology and a high price tag that the company expects will increase sales and drive profit. But SCSS had inventory concerns which delayed delivery […]

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Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Who will win the race between Nvidia and Intel to be the driving force behind autonomous cars?   Report Available: October 18, 2017   Blueshift’s initial research found NVDA taking the lead in self-driving car development with its superfast graphics processors. INTC’s acquisition of Mobileye, however, has thrust the chipmaker back into the conversation. NVDA […]

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