Research Question: Is supply of frac sand sufficient to meet near-term demand? If shortages have developed, how has pricing been affected? Companies: CRR, EMES, FMSA, HCLP, PUMP, SLCA Click here to download report (.pdf) Highlights After a frustrating start to 2018, deliveries of frac sand supplies have begun to improve as the first quarter […]
Is Shine the answer to keep Pandora Jewelry’s bubble from bursting? Report Available: April 25, 2018 Blueshift’s initial research found Pandora struggling in its mature markets. Pandora hit a few bumps in the road in 2017 as the mall environment struggled, customer demographics are changing, and the brand is feeling pressure in the U.S. and […]
Is the launch of Indivior’s Sublocade on track? Is the treatment community ready to adopt Sublocade? Report Available: July 12, 2018 Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch […]
Research Question: Will Kellogg’s new growth strategy turn around declining sales? Companies: ADRNY, AMZN, CPB, GIS, JJSF, K, KO, KR, LNCE, MDLZ, PEP, PF, POST, SJM, TGT, THS, UNFI, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Kellogg Co. (K) still is experiencing some logistical struggles with its […]
Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]
Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Report Available: April 11, 2018 Blueshift’s initial research showed JCI pushing forward in its merger with Tyco where the expectation is for synergies and efficiencies to begin taking hold in the form of new products that can help the company […]
Research Question: What will the FDA’s approval of a smaller Senza mean for Nevro? Companies: ABT, BSX, MDT, NVRO, NVTR By Seth Agulnick Click here to download report (.pdf) Summary of Findings A physician who does paid consulting work for Nevro Corp. (NVRO) as well as for a competing hardware maker said the newer, […]
Research Question: Will anything slow Shopify’s growth in 2018? Companies: AAPL, AMZN, BOX, CRM, EBAY, ETSY, ORCL, SHOP By: David Franklin Click here to download report (.pdf) Summary of Findings Growth is expected to continue this year for Shopify Inc. (SHOP) and its ecommerce customers as the company controls the SMB segment and has […]
Can Cotiviti further penetrate and cross sell its existing clients to drive continued growth? Report Available: April 5, 2018 Blueshift’s initial research found healthcare and medical claims growth moving in a direction favorable for claims auditing expert COTV. With 20 of the top 25 health insurers on board as clients, COTV’s strong track record of […]
Research Question: Is W.W. Grainger’s price decrease helping it win more share of existing customers’ wallets? Will it help Grainger gain new customers? Companies: AMZN, BABA, EPA:AI, FAST, GPC, GWW, HD, LON:FERG, LOW, MSM, TYO:3064 By: David Franklin Click here to download report (.pdf) Summary of Findings W. Grainger Inc. (GWW) can maintain and […]
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