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Restaurants  // Browsing posts in Restaurants

Grubhub Feeling the Heat from UberEATS and Other Delivery Services (GRUB)

Research Question: Will Grubhub fend off UberEATS and Amazon? Companies: AMZN, GRPN, GRUB, SQ, YELP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) faces mounting pressure from competitors and is finding it more difficult to fight them off. This worrisome trend for the company is a […]

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GrubHub Idea Proposal (GRUB)

GrubHub Idea Proposal (GRUB)

Will GrubHub fend off the challenge from UberEATS and Amazon? Report Available:April 5, 2017   Blueshift’s initial research shows GRUB continuing its strong growth trajectory, but competition is on the rise, including from well-known consumer-facing companies Amazon and Uber that are expanding aggressively.   Observations GRUB’s Q4 profits missed expectations, though revenue grew 38% year […]

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GrubHub Must Fend Off Hard-Charging UberEATS to Stay on Top (GRUB)

Research Question: Will GrubHub win the online food ordering battle? Companies: AMZN, GRUB, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings GrubHub Inc. (GRUB) has a tall task ahead of it in fending off Uber Technologies Inc.’s UberEATS and in maintaining its supremacy in the online food ordering and […]

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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.   […]

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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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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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McDonald’s Idea Proposal

McDonald’s Idea Proposal

Will McDonald’s continue to see growth with its turnaround story? Report Available: July 14, 2016   Blueshift’s initial research found MCD enjoying its successful turnaround in the last year with big gains in same store sales as promotions resonate with customers and all-day breakfast becomes a fixture. The company continues to roll out new offerings, […]

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McDonald’s Builds on 2015 Success, Off to Even Better Start in 2016

Research Question: Is McDonald’s seeing sales declines in its all-day breakfast and overall business? Companies: BRK.A/B, BWLD, CMG, DNKN, JACK, MCD, QSR, PLKI, PNRA, SBUX, SHAK, WEN, YUM By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp. (MCD) continues its turnaround story, improving further on Blueshift Research’s 2, […]

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McDonald’s Idea Proposal

McDonald’s Idea Proposal

Is McDonald’s seeing sales declines in its all-day breakfast and overall business? Report Available: April 7, 2016   Blueshift’s initial research shows McDonald’s all-day breakfast and overall sales beginning to slide to begin the year. In a proprietary consumer survey in February, Blueshift found respondents increasingly less likely to order from the all-day breakfast menu […]

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Nov 19 2015 Restaurants, Services

Dave & Buster’s to Continue to Win Through Initiatives, Agility

Research Question: Will store remodels and other initiatives continue to drive Dave & Buster’s higher-than-anticipated growth? Companies: BWLD, DIN, DRI, PLAY By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Store remodeling, the mix of new small and large locations, the new “Power Card” system, a growing focus on group sales, […]

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