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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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Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]

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Kingfisher’s Castorama Stores in Poland Will Continue to Outperform (LON:KGF)

Research Question: Why are Kingfisher’s Castorama stores in Poland outperforming the rest of the company? Is this sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All 10 sources said sales at Kingfisher plc’s (LON:KGF) Castorama stores in Poland have increased year to year. Five said sales are […]

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