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Services  // Browsing posts in Services

Upwork Idea Proposal (UPWK)

Upwork Idea Proposal (UPWK)

Will newly IPO’d Upwork generate significant, sustainable growth in 2019? Report Available: October 31, 2018   Blueshift’s initial research found UPWK, the leading freelance employee marketplace, scheduled for its IPO on October 3rd. The company hopes to raise $169 million with a total valuation of $1.3 billion, pricing its offering between $12 and $14. Given the […]

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Zillow Idea Proposal (ZG)

Zillow Idea Proposal (ZG)

Is Zillow’s Instant Offers on track to become the company’s next growth story or is it detracting from the core Premier Agent business? Report Available: October 24, 2018   Blueshift’s initial research found ZG expanding its Instant Offers program beyond Phoenix and Las Vegas to Atlanta and Denver despite the program having posted zero revenue […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Will Facebook be able to monetize Stories at the same level as news feed ads? Report Available: October 18, 2018   Blueshift’s initial research found investor backlash to FB’s second-half revenue and margin guidance. Its disappointing forecast partly stems from its efforts to promote the Stories feature on the main FB platform, a concept that […]

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Dollarama’s Expansion and Growth Will Not Be Affected by Miniso (TSE:DOL)

Research Question: Will competition from rapidly expanding Miniso derail Dollarama’s growth? Companies: AMZN, DG, DLTR, FIVE, TGT, TSE:CTC.A, TSE:DOL, TSE:EMP.A, TSE:HBC, TSE:L, TYO:7453, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Miniso, a lifestyle discount variety retailer growing rapidly in Canada, will not derail Dollarama Inc. (TSE:DOL), the country’s […]

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Digital Freight Brokers’ Gains Still Slow and Incremental (CHRW, JBHT, XPO)

Research Question: Are digital platforms like Uber Freight and Convoy gaining momentum in their quest to disrupt traditional freight brokers such as C.H. Robinson and XPO Logistics? Companies: AMZN, CHRW, JBHT, KNX, UPS, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Digital freight-matching platforms continue to make inroads against […]

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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. […]

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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 […]

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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 […]

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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 […]

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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 […]

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