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Idea Proposals  // Browsing posts in Idea Proposals

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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GoDaddy Idea Proposal (GDDY)

GoDaddy Idea Proposal (GDDY)

Will GoDaddy’s website building platform gain or lose market share over the next one to two years?   Report Available: September 20, 2017   Blueshift’s initial research found GDDY’s web hosting business growing but facing a competitive field that now includes a free, do-it-yourself website builder from GOOG/GOOGL. GDDY has introduced a new web building […]

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PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations or are there threats on the horizon that will slow its growth?   Report Available: September 7, 2017   Blueshift’s initial research found PYPL continuing its impressive rate of growth in revenue, platform volume, and new […]

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Dentsply Sirona Idea Proposal (XRAY)

Dentsply Sirona Idea Proposal (XRAY)

Will Dentsply Sirona’s new U.S. and Canadian distribution agreements accelerate digital dentistry adoption and reverse its recent sales decline?   Report Available: October 11, 2017   Blueshift’s initial research found XRAY’s sales in decline as dentists wait on purchasing high margin equipment until after the new expanded distribution program starts September 1. XRAY anticipates that […]

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Agribusiness Idea Proposal (BAYRY, DOW, DD, MON, SYT)

Agribusiness Idea Proposal (BAYRY, DOW, DD, MON, SYT)

How will the agribusiness consolidation wave – including Dow/DuPont and Bayer/Monsanto – affect pricing and market share of seeds and crop protection chemicals?   Report Available: September 27, 2017   Blueshift’s initial research found the seed and pesticide industries undergoing an upheaval as a result of three mega-mergers involving such giants as DD, DOW and […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Will Grubhub’s purchase of Eat24 be enough to hold off competitors?   Report Available:August 31, 2017   Blueshift’s initial research found GRUB buying one of its chief rivals, setting it up to take on the challenge from deep-pocketed competitors UberEATS and AMZN’s Amazon Restaurants. While the deal gives GRUB significantly more coverage in the food […]

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Q2 Holdings Idea Proposal (QTWO)

Q2 Holdings Idea Proposal (QTWO)

Will Q2’s new products and recent product enhancements be the catalyst that ensures its upmarket success? Report Available: September 15, 2017   Blueshift’s initial research shows QTWO’s cloud-based banking service continuing to grow at a rapid pace during the first half of 2017, including impressive new business in the Tier 2 and 3 markets. The […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

Can Apartments.com maintain its dominance in the ILS market despite a low barrier to entry and fierce competition? Report Available:August30, 2017   Blueshift’s initial research found Apartments.com continuing to lead the internet listing service (ILS) industry in site visits in all the major markets. The apartment marketing platform also continues to generate impressive revenue numbers […]

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Dollar Tree Idea Proposal (DLTR)

Dollar Tree Idea Proposal (DLTR)

Will competitive pressure from Amazon Prime’s discount for low-income shoppers slow Dollar Tree’s sales growth?   Report Available: August17, 2017   Blueshift’s initial research shows DLTR making significant progress with its long-term growth strategies, including the integration of thousands of Family Dollar stores. When complete, DLTR is expected to emerge as a mega discount retailer […]

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