June, 2016 // Posts published in June, 2016
Bats Global Markets Idea Proposal
Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Report Available: August 10, 2016 Blueshift’s initial research showed BATS with an opportunity to gain ground on its primary competitors, NDAQ and NYSE. It has substantial room to grow its market data offering, it can potentially increase revenue […]
EMV Compliance Delays Will Continue to Hurt HAWK’s Gift Card Sales
Research Question: Will the delay in retailers becoming EMV-compliant derail Blackhawk’s U.S. gift card business? Companies: AXP, C, DFS, EPA:ING, FDC, GPN, HAWK, JPM, MA, NCR, ORCL, PYPL, TSS, USB, V, VNTV By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings EMV compliance delays show no signs of being resolved this year […]
NVDQ’s DermACELL On Track to Achieve 2016 Sales Goal of $10 Million
Research Question: Will Novadaq grow DermACELL sales to $10 million in 2016 and $50 million or more by 2018? Companies: AGN, IART, JNJ, MDXG, NVDQ, NVS, OSIR By: David Franklin Click here to download the report (.pdf) Summary of Findings DermACELL, an acellular dermal matrix (ADM) tissue that is used primarily in breast reconstruction, is likely […]
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 […]
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 […]
Slight Uptick in Demand for Fraccing and Workovers
Research Question: Have demand and pricing for oilfield services changed now that the price of oil per barrel has topped $50? Companies: BAS, BHI, HAL, HP, KEG, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf) Highlights Fraccing Service Providers to Benefit from DUCs (BHI, HAL, RES, SLB) Three fraccing service providers […]
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 […]
Competition, Cost Catching Up to Taser As Share Loss Looms
Research Question: Will Taser’s body camera and storage business continue to flourish despite increasing competition and high costs? Companies: AMZN, BOM:500530, DGLY, EMC, HPE, IBM, LLL, LON:IND, MSFT, MSI, NTAP, QTM, SHE:002236, SHE:002415, STO:AXIS, TASR, TYO:6752, TYO:6758, TYO:7751 By: Reverdy Johnson Click here to download the report (.pdf) Summary of Findings Rapidly growing and improving competition […]
Shopify Idea Proposal
Is Shopify’s platform scalable for big brands and is its growth sustainable? Report Available: July 21, 2016 Blueshift’s initial research found SHOP emerging as the market leading cloud-based, multi-channel commerce platform provider for small and medium-sized businesses. With over 275,000 active merchant platform users, the company has had some success moving up market to […]
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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