Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Services  // Browsing posts in Services

GrubHub Idea Proposal (GRUB)

GrubHub Idea Proposal (GRUB)

Will GrubHub win the online food ordering battle?   Report Available:November 16, 2016   Blueshift’s initial research shows GRUB as a leader in online food ordering and delivery, posting strong recent results after a down year. But GRUB faces challenges from numerous competitors in an increasingly crowded market where customer loyalty can be fleeting.   […]

Read more...

TripAdvisor’s Instant Booking Has Gained Traction Since Blueshift’s June Report (TRIP)

Research Question: Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and online travel agencies? Companies: EXPE, FB, GOOG/GOOGL, PCLN, SABR, SAP, TRIP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TripAdvisor Inc.’s (TRIP) Instant Booking is seeing growth and increased results compared with Blueshift Research’s June 23 report. Five […]

Read more...

Fitbit Set for Holidays But Must Evolve into a Medical Device to Secure Future (FIT)

Research Question: Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Companies: AAPL, AMS:TOM2, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, NKE, NURO, UA By: David Franklin Click here to download report (.pdf)   Summary of Findings Fitbit Inc.’s (FIT) prospects are high for strong holiday sales and continued market dominance, according to 11 […]

Read more...

Oct 14 2016 Restaurants, Services

McDonald’s Cooks Up Slight Growth in Q3 But Challenged to Beat Q4 Comps (MCD)

Research Question: Will McDonald’s be able to combat high comps in the second half of 2016? Companies: CMG, DNKN, HABT, JACK, MCD, PNRA, QSR, RRGB, SHAK, SONC, WEN By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Third-quarter sales appear to be slightly positive year to year, but beating fourth-quarter same-store-sales numbers […]

Read more...

Classic II UGGs Will Not Produce a Significant Sales Increase for Deckers (DECK)

Research Question: Are the Classic IIs and other new UGG styles enough to create a successful back-to-school and holiday season for Deckers? Companies: CAL, DECK, RPM, TGT, VFC By: David Franklin Click here to download report (.pdf)   Summary of Findings The new UGG fall lineup, including the Classic II, will not produce a significant sales […]

Read more...

Advance Auto Parts Idea Proposal (AAP)

Advance Auto Parts Idea Proposal (AAP)

Is Advance Auto Parts having enough success in the commercial market to reverse declining sales and drive its turnaround? Report Available: November 3, 2016   Blueshift’s initial research shows AAP with a string of disappointing sales results that have pushed the company further behind its peers. Competition remains fierce, including from online auto parts retailers […]

Read more...

Pandora Jewelry Idea Proposal (CPH:PNDORA)

Pandora Jewelry Idea Proposal (CPH:PNDORA)

Has the popularity of Pandora jewelry peaked? Report Available: October 27, 2016   Blueshift’s initial research shows PNDORA’s rapid sales growth hitting a speed bump, especially in the Americas, during a difficult time for the retail jewelry market. PNDORA is continuing to expand its store footprint, trying to increase sales outside of bracelets and charms, […]

Read more...

Zillow Can’t Sustain ARPA Growth Rate But Is Still the Leading Real Estate Site (Z)

Research Question: Can Zillow sustain its gains in average revenue per account? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z) average revenue per account (ARPA) will be flat, according to seven Zillow premier agents and five executives whose real estate agencies […]

Read more...

Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Report Available: October 19, 2016   Blueshift’s initial research shows FIT, the leader in the fitness wearables market, hoping for a significant sales boost with the release of two new products. The Flex 2 and Charge 2 fitness trackers have generated a […]

Read more...

ServiceMaster’s AHS on Track for Growth Despite a Technician Shortage (SERV)

Research Question: Will ServiceMaster’s American Home Shield maintain its service quality as it adds contractors and introduces new technology? Companies: ANGI, FAF, ORI, SERV, SHLD, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield (AHS) is well positioned to gain market share despite […]

Read more...