July, 2019 // Posts published in July, 2019
Papa John’s Turnaround Faces Uphill Climb That Will Take Time (PZZA)
Research Question: Will Papa John’s turnaround initiatives reverse declining sales? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, UBER, YUM By: David Franklin Click here to download report (.pdf) Summary of Findings Papa John’s International Inc. (PZZA) faces a formidable challenge in reversing its sales decline and improving its brand image. Sources think it can […]
Microsoft’s Teams Is Becoming a Big Headache for Slack (WORK)
Research Question: Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Companies: CRM, FB, GOOG/GOOGL, LOGM, MSFT, NEWR, TEAM, WORK, ZM By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Microsoft Corp.’s (MSFT) Teams communication software has closed the gap with Slack Technologies Inc. (WORK) to […]
Aerie Pharmaceuticals’ Rhopressa and Rocklatan Will Gain Share, But Slowly (AERI)
Research Question: Can Aerie’s new glaucoma drugs gain share in a market loaded with generics? Will Aerie’s offerings keep pace with or exceed Bausch’s Vyzulta? Companies: AERI, AGN, BHC By: David Franklin Click here to download report (.pdf) Summary of Findings Aerie Pharmaceuticals Inc.’s (AERI) Rhopressa and Rocklatan will gain share in the generic-dominated […]
Updates from the Oil Patch: 2H19 Permian Oilfield Activity Moderating; PUMP One to Watch
Research Question: What is the status of the oil and gas industry in the Permian Basin as it relates to upstream drilling and completion activity and infrastructure build-out? Companies: BAS, BHGE, CVX, ET, HP, OXY, PAA, PUMP, SIE.DE, USWS, XOM Click here to download report (.pdf) Highlights In an interview with an industry specialist, Blueshift […]
Tech Trends: U.K. Showdown Over Huawei Ensnares U.S. Tech Firms
Senior Technology Researcher John Harrington reports from the United Kingdom: Research Question: How will the U.K.’s fight between government and telecom carriers over the use of Huawei networking and wireless equipment affect the rollout of 5G? What are the stakes for U.S. technology firms in the outcome? Companies: AAPL, ACIA, AMZN, CSCO, ERIC, GOOG/GOOGL, INTC, JNPR, […]
Papa John’s Idea Proposal (PZZA)
Will Papa John’s turnaround initiatives reverse declining sales? Report Available: July 31, 2019 Blueshift’s initial research found PZZA trying desperately to recover from a year and a half of controversy and declining sales. PZZA’s sales were already in decline when its founder, John Schnatter, added to the problems with damaging comments and behavior. Schnatter […]
Cognex Faces Near-Term Challenges But Long-Term Gains in New Markets (CGNX)
Research Question: Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Companies: AMZN, BIT:DAL, CGNX, ETR:BSL, ETR:S9I, FLIR, GOOG/GOOGL, HON, IBM, INTC, MSFT, NATI, SHE:002415, TDY, TYO:6645, TYO:6758/SNE, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf) Summary of Findings Cognex Corp.’s (CGNX) focus on […]
Coupa’s Momentum Rising As Spend Management Market Builds (COUP)
Research Question: Can Coupa Software accelerate its revenue and new customer growth? Companies: COF, COUP, CRM, IBM, MSFT, ORCL, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Coupa Software Inc. (COUP) has a great platform for managing business spending and should continue to build traction as more enterprises […]
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