Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Services  // Browsing posts in Services

Kingfisher’s Castorama Stores Will Sustain Success in Poland (LON:KGF)

Research Question: Is the success of Kingfisher’s Castorama stores in Poland sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Kingfisher plc’s (LON:KGF) Castorama stores in Poland are continuing their strong sales performance this summer, with no slowdown in sight. These findings support Blueshift Research’s June 29 report. […]

Read more...

Wix.com Idea Proposal (WIX)

Wix.com Idea Proposal (WIX)

Will Wix Code spur a major spike in Wix’s paid subscription base or revenue per user?   Report Available: September 12, 2018   Blueshift’s initial research found WIX improving its 2018 revenue forecast after a strong Q2. The company is banking on new tools like Wix Code to expand its addressable market and improve conversion […]

Read more...

Dollarama Idea Proposal (TSE:DOL)

Dollarama Idea Proposal (TSE:DOL)

Will competition from rapidly expanding Miniso derail Dollarama’s growth?   Report Available: August 29, 2018   Blueshift’s initial research found Dollarama (TSE:DOL), Canada’s largest dollar-store retailer with nearly 1,200 stores, performing efficiently and executing on its plan to grow to 1,700 stores by 2027. But declining same store sales, a tight labor market, a higher […]

Read more...

Freight Brokers Idea Proposal (CHRW, JBHT, KNX, LSTR, XPO)

Freight Brokers Idea Proposal (CHRW, JBHT, KNX, LSTR, XPO)

Are digital platforms like Uber Freight gaining momentum in their quest to disrupt traditional freight brokers such as C.H. Robinson and XPO Logistics? Report Available: August 23, 2018   Blueshift’s initial research found digital freight brokers like Uber Freight and Convoy promising to disrupt the freight brokerage market, but making little headway so far. With […]

Read more...

Nearmap Idea Proposal (ASX:NEA)

Nearmap Idea Proposal (ASX:NEA)

Will Nearmap’s aerial imagery business in the U.S. be $30 million or $100 million in three years? Report Available: August 16, 2018   Blueshift’s initial research found NEA successfully growing its aerial imagery business in the U.S., more than doubling its Annual Contract Value in the last year and exceeding its own expectations. It is […]

Read more...

Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]

Read more...

Kingfisher’s Castorama Stores in Poland Will Continue to Outperform (LON:KGF)

Research Question: Why are Kingfisher’s Castorama stores in Poland outperforming the rest of the company? Is this sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All 10 sources said sales at Kingfisher plc’s (LON:KGF) Castorama stores in Poland have increased year to year. Five said sales are […]

Read more...

Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Is Spotify the next Netflix or the next Pandora? Report Available: July 24, 2018   Blueshift’s initial research found strong revenue and subscriber growth in SPOT’s first earnings report as a public company but also some question marks around profitability and revenue per user. SPOT’s success and growing influence in the music industry has led […]

Read more...

Zillow Has the Tools to Succeed and Lead in the iBuyer Space (Z/ZG)

Research Question: Will Zillow’s new house flipping business propel or derail the company’s growth? Companies: BRK.A/B, BX, INVH, LEN, LON:PURP, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources expect Zillow Group Inc. (Z/ZG) to succeed and see continued growth in its expanded Instant Offers program and […]

Read more...

Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in Q2? Report Available: July 13, 2018   Blueshift’s initial research found FB’s stellar Q1 results quelling many fears about a series of recent controversies. However, the Cambridge Analytica scandal over data privacy first became public […]

Read more...