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Personal Services  // Browsing posts in Personal Services

Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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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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Grubhub to Stay Ahead of Competitors with Purchase of Eat24 (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc.’s (GRUB) purchase of Eat24 will help it keep its competitors at bay, a reversal of sentiment toward the company […]

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CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

Can Apartments.com maintain its dominance in the ILS market despite a low barrier to entry and fierce competition? Report Available:August30, 2017   Blueshift’s initial research found Apartments.com continuing to lead the internet listing service (ILS) industry in site visits in all the major markets. The apartment marketing platform also continues to generate impressive revenue numbers […]

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iRobot Idea Proposal (IRBT)

iRobot Idea Proposal (IRBT)

Will iRobot’s successful run continue? Report Available: June 7, 2017   Blueshift’s initial research showed IRBT on a tear with a great first quarter in the U.S. and internationally. The company believes it is on the verge of explosive growth, pointing to the success of its Roomba vacuum cleaner, the introduction of its Braava wet […]

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ServiceMaster’s ServSmart App Popular, But Not a Game Changer for AHS (SERV)

Research Question: Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Companies: SERV, SHLD By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The ServSmart app from me is very popular among ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield contractors and has provided […]

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ServiceMaster Idea Proposal (SERV)

ServiceMaster Idea Proposal (SERV)

Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Report Available: December 16, 2016   Blueshift’s initial research shows SERV rolling out ServSmart, an innovative app for its technicians and customers alike; technology aimed at increasing efficiency for home warranty service calls. It holds great potential to transform […]

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QVC Group Idea Proposal (QVCA)

QVC Group Idea Proposal (QVCA)

Will QVC return to revenue growth in the fourth quarter and beyond? Report Available: December 8, 2016   Blueshift’s initial research reveals QVCA sales declining in Q3, facing some customer backlash for its shipping charges, adjusting its credit terms in the face of rising bad debts, and integrating its Zulily acquisition.   Observations After years […]

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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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