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Services  // Browsing posts in Services

Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Report Available: September 12, 2019   Blueshift’s ongoing research found NFLX badly missing its subscriber growth forecasts in Q2. The company blamed its own content slate and predicted a return to robust growth in the second half of the year. But there […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Report Available: August 21, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, building on its FYQ4 2019 sales uptick with a solid FYQ1 2020 performance. CEO Bill Nash cited “strong growth in […]

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Microsoft’s Teams Is Becoming a Big Headache for Slack (WORK)

Research Question: Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Companies: CRM, FB, GOOG/GOOGL, LOGM, MSFT, NEWR, TEAM, WORK, ZM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Microsoft Corp.’s (MSFT) Teams communication software has closed the gap with Slack Technologies Inc. (WORK) to […]

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Papa John’s Idea Proposal (PZZA)

Papa John’s Idea Proposal (PZZA)

Will Papa John’s turnaround initiatives reverse declining sales? Report Available: July 31, 2019   Blueshift’s initial research found PZZA trying desperately to recover from a year and a half of controversy and declining sales. PZZA’s sales were already in decline when its founder, John Schnatter, added to the problems with damaging comments and behavior. Schnatter […]

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Slack Idea Proposal (WORK)

Slack Idea Proposal (WORK)

Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Report Available: July 25, 2019   Blueshift’s initial research found WORK’s valuation soaring to lofty heights in its debut on the public markets. The company has been growing rapidly but is still piling up operating losses. Its efforts to expand to […]

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Kraft Heinz Will Continue to Struggle Because of Lack of Innovation, Marketing (KHC)

Research Question: Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Companies: AMZN, BUD, BYND, CAG, COST, CPB, GSI, K, KHC, KR, MDLZ, MKC, PEP, PFGC, QSR, SWX:NESN, SYY, TWNK, UN, USFD, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Kraft […]

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Pinterest Should Thrive As Awareness of Its Value Grows (PINS)

Research Question: Does Pinterest have the engagement levels and targeting expertise to thrive in a digital ad market dominated by Facebook, Google and Twitter? Companies: AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ad spending on Pinterest Inc. (PINS) should continue to ramp […]

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SPS Commerce Idea Proposal (SPSC)

SPS Commerce Idea Proposal (SPSC)

Are existing customers expanding wallet share with SPS Commerce? Report Available: June 6, 2019   Blueshift’s initial research found SPSC benefiting from the retail market’s ongoing digital transformation and posting 73-consecutive quarters of top line growth. SPSC’s network of 80,000 companies across 60 countries is powering the company’s growth as customers adopt SPSC’s cloud-based sourcing, […]

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MicroStrategy Idea Proposal (MSTR)

MicroStrategy Idea Proposal (MSTR)

Is MicroStrategy’s newest cloud-based BI platform appealing to enterprises? Report Available: May 23, 2019   Blueshift’s initial research found MSTR struggling to reverse several years of declining revenue. The company is pinning its latest hopes on MicroStrategy 2019, a cloud-based platform with a host of new features. The BI software market, however, is a fiercely […]

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Online, Store Expansion Initiatives to Drive CarMax’s Growth in Robust Used Market (KMX)

Research Question: Will the rollout of an omnichannel/online car buying option and the expansion of physical store locations drive sales and loan originations for CarMax in 2019? Companies: ABG, AN, BRK.A/B, CARG, CVNA, HYRE, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) omnichannel/online and […]

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