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Services  // Browsing posts in Services

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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]

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Monster Steady in a Growing Energy Drink Market, Will Do Well in China (MNST)

Research Question: Will Monster Beverage’s sales continue to rise, or will the energy drink brand be felled by a slowing category? Companies: CPB, DANOY, KO, MNST, PEP, SBUX, TPE:1216 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The energy drink market still is in growth mode, according to 17 of 23 […]

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TripAdvisor Idea Proposal (TRIP)

TripAdvisor Idea Proposal (TRIP)

Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and OTAs? Report Available: October 20, 2016   Blueshift’s ongoing research found TRIP’s Instant Booking feature off to a slow start with muted expectations from hotels. TRIP struggled through a disappointing Q2, is facing a slower summer travel season, and has growing direct booking competition […]

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