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Services  // Browsing posts in Services

No Meaningful Growth for RealPage Until New and Updated Software Is Released

Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]

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Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]

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There Are Warning Signs That Skechers’ Momentum Is Waning

Research Question: Are Skechers’ U.S. wholesale and retail businesses continuing to thrive despite warnings signs in the greater overall shoe market? Companies: ADDYY, CAL, DKS, DSW, DKX, KSS, NKE, SKX, UA, VFC, TYO:7936   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Sales of Skechers USA Inc. (SKX) shoes were down […]

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MCD Success Continues, Driven by Breakfast, Promos and New Items

Research Question: Will McDonald’s continue to see growth with its turnaround efforts? Companies: CMG, DNKN, JACK, MCD, PNRA, QSR, SBUX, SHAK, SONC, WEN, YUM By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) run of success with its turnaround efforts continued in the second quarter. Both franchise owners and […]

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Mail.ru Idea Proposal

Mail.ru Idea Proposal

Are the new ad products on Mail.ru’s myTarget platform allowing the company to increase its share of advertisers’ budgets? Report Available: August 12, 2016   Blueshift’s initial research found the online ad market in Russia growing significantly, outpacing growth in the TV market. Video and mobile advertising represent the next major growth areas. Mail.ru’s myTarget […]

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Rental Car Industry Idea Proposal

Rental Car Industry Idea Proposal

Is Enterprise still priced to take market share from Avis and Hertz? Report Available:July 28, 2016   Blueshift’s initial research shows Enterprise continuing to lead the rental car industry as it achieves market share growth and high honors for its customer service. Rental car rates took a dip in June but appear to be strengthening […]

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365 Store a Work in Progress, Whole Foods’ Turnaround Struggling

Research Questions: Will Whole Foods’ 365 store concept succeed? How is Whole Foods’ legacy store turnaround progressing? Companies: AHONY, AMZN, COST, DLTR, KR, NGVC, PUSH, SFM, TGT, UNFI, WBA, WFM, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Customers and store personnel believe Whole Foods Market Inc.’s (WFM) 365 is […]

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Jun 23 2016 Travel & Leisure

Expectations, Enthusiasm Low for TripAdvisor’s Instant Booking

Research Question: Are hotels and OTAs seeing the benefits of adopting TripAdvisor’s Instant Booking feature? Companies: AMZN, EXPE, FB, GOOG/GOOGL, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sources do not have high expectations for TripAdvisor Inc.’s (TRIP) Instant Booking based on early returns. Hotels are not yet seeing […]

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Jun 22 2016 Entertainment

Pandora Is Stepping into a Minefield with Its On-Demand Service

Research Question: Will artists and record labels cut reasonable direct license deals with Pandora so that it can become a broader platform and grow listener hours? Companies: AAPL, AMZN, GOOG/GOOGL, P, TYO:6758, VIVHY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will be able to get […]

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Skechers Idea Proposal

Skechers Idea Proposal

Are Skechers’ U.S. wholesale and retail businesses continuing to thrive despite warnings signs in the greater overall shoe market? Report Available: July 20, 2016   Blueshift’s initial research found SKX riding high after a stellar Q1, though its U.S. wholesale and retail businesses face challenges as buyers with money tied up in excess boot and […]

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