February, 2019 // Posts published in February, 2019
Ulta Is Well Positioned to Continue Fending Off Amazon (ULTA)
Research Question: How much longer can Ulta Beauty hold off Amazon? Companies: AMZN, COTY, CVS, EL, EPA:CDI, EPA:KER, EPA:MC/LVMUY, EPA:OR, JWN, M, TGT, TYO:4922, TYO:4911, ULTA, WMT By: Reverdy Johnson Click here to view report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) is well positioned to keep com Inc. (AMZN) at bay for […]
Zillow Idea Proposal (ZG)
Will Zillow succeed in shifting the direction of the company to the iBuyer market with its Zillow Offers product? Report Available: March 21, 2019 Blueshift’s ongoing research found ZG launching Zillow 2.0 to disrupt the real estate market again. ZG is going all-in on its Zillow Offers program, buying, selling and financing homes. This […]
Spotify Idea Proposal (SPOT)
Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Report Available: March 20, 2019 Blueshift’s initial research found SPOT turning its first profit in Q4 but with lingering concerns about its 2019 outlook and revenue-per-user trends. The streaming service continues to joust with record […]
Grubhub Idea Proposal (GRUB)
Will Grubhub wilt in 2019 under pressure from competitors? Report Available: March 14, 2019 Blueshift’s ongoing research found GRUB with divisive earnings results raising concerns about its rising costs but also feeding optimism that its spending will pay off with a strong 2019 in new markets. Competition is as fierce as ever which is […]
Shopify Idea Proposal (SHOP)
Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Report Available: March 13, 2019 Blueshift’s initial research found SHOP posting a strong Q4 and hitting $1 billion in revenue. Still, SHOP has posted 12 consecutive quarters of declining growth. SHOP’s Shopify Plus platform designed for high volume merchants and enterprise solutions […]
Exact Sciences’ Cologuard Has a Long Runway of Growth Ahead (EXAS)
Research Question: How much runway is left for Exact Sciences’ Cologuard test as it kicks off its joint sales and marketing agreement with Pfizer? Companies: EXAS, FRA:ECX, GH, PFE By: David Franklin Click here to download (.pdf) Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard has a significant runway left for growth among the […]
Tech Trends: AWS and Microsoft Azure Must Target Every IT Segment to Fuel Growth (AMZN, MSFT)
Research Question: How fast are AWS and Microsoft moving into competition with companies in areas like document sharing, collaboration, voice recognition and on-the-fly analytics? Will these efforts keep their competitors from growing enough to remain viable? Companies: AMZN, BOX, CRM, CSCO, DBX, GOOG/GOOGL, IBM, MSFT, ORCL, TDC, WDAY By: John Harrington Click here to download report […]
Turtle Beach Will Grow at a Slower Pace in 2019 vs. 2018
Research Question: Will Turtle Beach build on its 2018 sales breakout this year? Companies: AAPL, ATVI, EA, EPA:UBI, GME, HEAR, HKG:0700, HKG:1337, LOGI, MSFT, PLT, TTWO, TYO:6758/SNE, TYO:7974/NTDOY By: David Franklin Click here to download report (.pdf) Summary of Findings Turtle Beach Corp. (HEAR) will experience strong but slower headset sales this year because […]
Vicor Is Gradually Starting to Benefit from Uptake of Nvidia GPUs (VICR, NVDA)
Research Question: How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Companies: ABB, AMD, AMZN, AVGO, CIEN, CSCO, DELL, FB, GOOG/GOOGL, HPE, IBM, IFNNY, INTC, JNPR, MSFT, NVDA, ORCL, QCOM, TXN, VICR, XLNX By: Seth Agulnick Click here to view report (.pdf) Summary of Findings Sales of […]
Ulta Beauty Idea Proposal (ULTA)
How much longer can Ulta hold off Amazon? Report Available: February 27, 2019 Blueshift’s initial research found ULTA’s sales growing in stores and online as the company maintains its dedicated customers with new product launches, promotions, and the perks of its loyalty program. ULTA continues to open stores at a brisk pace, successfully fending […]
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