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Business Services  // Browsing posts in Business Services

Profitability for PayPal’s Venmo Will Take Years But the Path Is There (PYPL)

Research Question: Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Companies: AAPL, AMZN, AXP, BAC, DFS, EPA:ING, FDC, GOOG/GOOGL, GRUB, JPM, KRX:005930, MA, PYPL, SQ, TCEHY, V, WFC, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Turning Venmo profitable will be a slow […]

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Grubhub Is Not Losing Share But Trails in Usage and Popularity (GRUB)

Research Question: Is Grubhub losing share to competitors? Companies: AMZN, BWLD, CMG, GRUB, MCD, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) may not be losing share to competitors, but it has a smaller share of online food delivery orders than its rivals and a […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Is Grubhub losing share to competitors? Report Available: November 29, 2018   Blueshift’s initial research found GRUB putting up record revenue and delivery numbers, expanding aggressively with YUM’s KFC and Taco Bell locations, and increasing guidance. It is adding to its platform, acquiring a delivery company focused on college campuses, as well as bringing on […]

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Upwork Retains Large User Base, Stands Apart from Competitors (UPWK)

Research Question: Will newly IPO’d Upwork generate significant, sustainable growth in 2019? Companies: ADBE, MSFT, UPWK By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Upwork Inc. (UPWK) stands out by a wide margin as the best platform for freelancers and employers to connect. It outranks its competitors because of the […]

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Zillow Offers Will Capture Share of Limited iBuyer Market, But Premier Agent Revenue at Risk (Z/ZG)

Research Question: Is the Zillow Offers program on track to become Zillow’s next growth story, or is the program detracting from the company’s core premier agent business? Companies: BRK.A/B, FB, GOOG/GOOGL, LON:PURP, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is […]

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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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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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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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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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