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Business Services  // Browsing posts in Business Services

Zillow’s 2018 Growth Potential Is Strong; CFPB Battle Bears Watching (Z/ZG)

Research Question: Are there any headwinds that will slow Zillow’s growth in 2018? Companies: AMZN, CLGX, FB, GOOG/GOOGL, NWS/NWSA, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) 2018 growth trajectory will not be slowed by any current or potential headwinds, according to eight of […]

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Report Update: Internet Listing Service Performance Declining Despite Increased Spending (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings A top-10 multifamily management company is experiencing declining performance from its Internet Listing Services (ILS) […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Are there any headwinds that will slow Zillow’s growth in 2018?   Report Available: December 6, 2017   Blueshift’s ongoing research on Z finds the company continuing to grow its lucrative premier agent advertising program which now accounts for 78% of its revenue. Home buyers and sellers continue to visit Z-branded sites and reinforce their dominance […]

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Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Will the emergence of web-based freight forwarders threaten the volume and margins of incumbents like Expeditors International?   Report Available: December 21, 2017   Blueshift’s initial research found a fragmented freight forwarding industry reliant on old-school methods for connecting shippers and with ocean, air and ground carriers at ports around the world. Numerous start-ups are trying […]

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Report Update: Additional Enterprise Source Confirms WageWorks Challenged with ADP Transition (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: ANTM, BNFT, CNDT, FITB, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings An additional interview with a benefits manager for a financial services firm with nearly 5,000 employees […]

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WageWorks’ Growth Stems from Acquisitions Rather Than New Clients (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: BNFT, CNDT, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings WageWorks Inc. (WAGE) is more likely to see its growth come from acquisitions rather than organically. Seven of […]

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Ecommerce Is Driving SPS Commerce’s Growth Among Retailers and Suppliers (SPSC)

Research Question: Will SPS Commerce expand its retail network and increase wallet share among suppliers in the next 12 to 18 months? Companies: AMZN, CHUBA, DVMT, IBM, ORCL, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf)   Summary of Findings SPS Commerce Inc.’s (SPSC) sales growth will continue in the next 12 […]

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Freight Brokerage Idea Proposal (CHRW, JBHT, LSTR, XPO)

Freight Brokerage Idea Proposal (CHRW, JBHT, LSTR, XPO)

Will freight brokerages successfully adjust as digital brokers disrupt the industry? Which companies are best positioned to thrive?   Report Available: November 1, 2017   Blueshift’s initial research found that the automation of the freight brokerage business is well under way. There is a plethora of trucking apps challenging the traditional methods of the trucking […]

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GoDaddy Has Mass Appeal and Great Customer Support (GDDY)

Research Question: Will GoDaddy’s website building platform gain or lose market share in the next one to two years? Companies: EIGI, GDDY, GOOG/GOOGL, TSE:SHOP/SHOP, WEB, WIX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings GoDaddy Inc. (GDDY) is in great position to boost its market share among amateur website builders, […]

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Nielsen Idea Proposal (NLSN)

Nielsen Idea Proposal (NLSN)

Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process?   Report Available: October 19, 2017   Blueshift’s initial research found growing unhappiness with NLSN as the sole provider of TV ratings, yet little traction for any alternatives. SCOR’s cross-platform measurement concept holds some appeal, while major broadcasters continue their search […]

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