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Services  // Browsing posts in Services

Marriott Idea Proposal (MAR)

Marriott Idea Proposal (MAR)

Will Marriott’s acquisition of Starwood boost the hotel industry in 2017? Report Available: March 8, 2017   Blueshift’s initial research showed a mediocre 2016 in the hotel industry, though the year finished with some momentum in Q4. Expectations for 2017 call for a deceleration of growth, though the integration of Starwood and MAR will ramp […]

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Mindbody’s Lead Threatened by Poor User Experience, Customer Service (MB)

Research Question: Will Mindbody experience a breakout year in 2017? Companies: GOOG/GOOGL, INTU, MB, MSFT, NZE:XRO, ORCL, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Mindbody Inc. (MB) is not expected to have a breakout year in 2017 as nearly half of Blueshift Research’s user sources and all of […]

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Netgear Idea Proposal (NTGR)

Netgear Idea Proposal (NTGR)

Will Netgear’s commercial and retail business segments achieve expected 10% revenue growth in 2017? Report Available: February 2, 2017   Blueshift’s initial research found NTGR counting heavily on its retail and commercial segments to drive growth in 2017. The company introduced a new Nighthawk wireless router, an improved Arlo security camera, and unveiled the Orbi […]

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Jan 11 2017 Services, Travel & Leisure

Wave Season Bookings Swell, But China Flooded with Capacity (CCL, RCL)

Research Question: Will the 2017 wave season produce the level of booking growth expected by the cruise industry? Companies: CCL/CUK, CTRP, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: David Franklin Click here to download report (.pdf)   Summary of Findings This year’s wave season bookings and revenue generated for support businesses are expected to exceed 2016 […]

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Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Did Deckers’ new UGG Slim and Classic II boots drive holiday sales and reinvigorate the brand?   Report Available: January 26, 2017   Blueshift’s initial research shows DECK struggling to energize the UGG brand. Warm weather led to inventory surpluses last year, and a shift in consumer preference has hampered sales. The introduction of the […]

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Signet Jewelers’ Holiday Sales Lacked Luster (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: AMZN, CPH:PNDORA, NILE, SIG, TIF, TYO:7762 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Holiday sales were somewhat lackluster overall for the 11 repeat sources at Signet Jewelers Ltd.’s (SIG) brand stores despite the optimism voiced […]

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Apple Idea Proposal (AAPL)

Apple Idea Proposal (AAPL)

Where are the best opportunities for Apple to reclaim its cutting edge reputation?   Report Available: February 16, 2017   Blueshift’s initial research reveals AAPL fighting and possibly falling behind rivals like MSFT and AMZN in areas such as laptops, tablets and digital assistants. Perhaps the victim of sky-high expectations, AAPL is being criticized for […]

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ServiceMaster’s ServSmart App Popular, But Not a Game Changer for AHS (SERV)

Research Question: Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Companies: SERV, SHLD By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The ServSmart app from me is very popular among ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield contractors and has provided […]

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Mindbody Idea Proposal (MB)

Mindbody Idea Proposal (MB)

Will Mindbody experience a breakout year in 2017? Report Available: January 25, 2017   Blueshift’s initial research shows MB well positioned as the leading cloud-based business management software and payments platform to the health and wellness industry. MB was founded in 2001 and has a network of more than 58,000 small and midsize businesses in […]

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QVC Buoyed by Loyal Customers But Faces Worrisome Trends (QVCA)

Research Question: Will Liberty Interactive’s QVC return to revenue growth in the fourth quarter and beyond? Companies: AMZN, EBAY, ETSY, HSNI, KSS, M, QVCA, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Liberty Interactive Corp.’s QVC Group (QVCA) has a loyal customer base and a track record of […]

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