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Idea Proposals  // Browsing posts in Idea Proposals

Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Are the new Classic IIs enough to spur Deckers’ UGG to a successful back-to-school and holiday season? Report Available: October 13, 2016   Blueshift’s initial research shows DECK optimistic about fall and winter with an update on its Classic UGG boot. The Classic II was introduced in late summer to positive reviews and includes weatherproofing, […]

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Atlassian Idea Proposal (TEAM)

Atlassian Idea Proposal (TEAM)

Is Atlassian expanding outside of IT and software teams fast enough to surpass its FY 2017 growth target? Report Available: October 27, 2016   Blueshift’s initial research shows TEAM continuing to broaden its user base outside of its traditional core of IT and software teams and adding key functionality to potential growth products like HipChat […]

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Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Report Available: October 19, 2016   Blueshift’s initial research shows FIT, the leader in the fitness wearables market, hoping for a significant sales boost with the release of two new products. The Flex 2 and Charge 2 fitness trackers have generated a […]

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McDonald’s Idea Proposal (MCD)

McDonald’s Idea Proposal (MCD)

Will McDonald’s be able to combat high comps in the second half of 2016? Report Available: October 13, 2016   Blueshift’s initial research showed MCD entering the second half of 2016 against high comparable sales numbers from 2015, when the company successfully launched its all-day breakfast. Coupled with a slowing restaurant industry this summer, MCD […]

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Tempur Sealy Idea Proposal (TPX)

Tempur Sealy Idea Proposal (TPX)

Are competitive forces conspiring to upend Tempur Sealy? Report Available: October 6, 2016   Blueshift’s initial research showed TPX facing challenges on multiple fronts, including from growing bed-in-a-box competitors, potential fallout from Steinhoff’s Mattress Firm acquisition, and rival Simmons making gains on the company’s Sealy brand. Still, TPX’s new Breeze mattress with improved cooling technology […]

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MicroStrategy Idea Proposal (MSTR)

MicroStrategy Idea Proposal (MSTR)

Will sales of MicroStrategy’s core Business Intelligence software take off in the next 6 to 12 months? Report Available: October 5, 2016   Blueshift’s initial research shows disappointing sales of MSTR’s flagship BI product. The company has responded with management restructuring, including a new head of sales, and the release of MicroStrategy 10.4, which it […]

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TripAdvisor Idea Proposal (TRIP)

TripAdvisor Idea Proposal (TRIP)

Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and OTAs? Report Available: October 20, 2016   Blueshift’s ongoing research found TRIP’s Instant Booking feature off to a slow start with muted expectations from hotels. TRIP struggled through a disappointing Q2, is facing a slower summer travel season, and has growing direct booking competition […]

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ServiceMaster Idea Proposal (SERV)

ServiceMaster Idea Proposal (SERV)

Will ServiceMaster’s American Home Shield maintain its service quality as it adds contractors and introduces new technology?   Report Available: September 29, 2016   Blueshift’s initial research showed SERV’s AHS becoming a more important part of SERV, seeing increased revenue, growth in home warranties, and consistent retention, while adding a mobile app as a customer […]

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Zillow Idea Proposal

Zillow Idea Proposal

Are Zillow’s gains in average revenue per account sustainable?   Report Available: September 22, 2016   Blueshift’s ongoing research shows Zillow continuing to be the go-to site for real estate buyers, renters, and sellers. The average revenue per account rose 43% year to year. However, the headcount of agent advertisers has been flat or even […]

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Twitter Idea Proposal

Twitter Idea Proposal

Will video save Twitter? Report Available: September 14, 2016   Blueshift’s initial research shows TWTR making a big bet that live-streaming video will jumpstart its stagnating user growth and boost revenue through premium video advertising. The company has inked deals with the NFL and other major sports leagues to stream live events and is reportedly […]

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