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October, 2019  // Posts published in October, 2019

Papa John’s Beginning to See Better Days (PZZA)

Research Question: Is Papa John’s seeing any sales increases as a result of its turnaround effort? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, QSR, TSX:MTY, UBER, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Papa John’s International Inc. (PZZA) is on the road to recovery as its turnaround efforts […]

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Henry Schein and Patterson Idea Proposal (HSIC, PDCO)

Henry Schein and Patterson Idea Proposal (HSIC, PDCO)

Can Henry Schein and Patterson defend their high-margin dental equipment maintenance and repair revenue as independent companies and franchises try to disrupt the space? Report Available: November 20, 2019   Blueshift’s ongoing research found the commoditization of the medical and dental supply industry continuing as extensive competition, aggressive pricing, and significant margin pressure builds because […]

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Zillow Offers Growing, But Not Profitable and Threatening Premier Agents (Z/ZG)

Research Question: Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Companies: AMH, BX, NWS, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is gaining traction in some markets and flat in others. Continued growth […]

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Coupa Software Idea Proposal (COUP)

Coupa Software Idea Proposal (COUP)

Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Report Available: November 14, 2019   Blueshift’s ongoing research found COUP blowing past Wall Street expectations with sales of its procurement software. To take advantage of more than $1 trillion in spending under management on its platform, the company has unveiled Coupa […]

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Solid Growth Trends to Continue for Dexcom and Tandem (DXCM, TNDM)

Research Question: Will any headwinds derail the growth trends for Dexcom and Tandem over the next 6 to 12 months? Companies: ABT, DXCM, MDT, NMRD, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings Dexcom Inc.’s (DXCM) and Tandem Diabetes Care Inc.’s (TNDM) growth trends will not be […]

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Tech Trends: Legacy IT Pushes Cloud-Optimization Myth as it Clings to the Past

Research Question: What are the biggest myths being pushed by legacy IT vendors regarding growth around new products and services? Companies: AMZN, DELL, FEYE, FFIV, HPE, IBM, MSFT, ORCL, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The top myth—and it is close, according to sources—is that all […]

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Papa John’s Idea Proposal (PZZA)

Papa John’s Idea Proposal (PZZA)

Is Papa John’s seeing any sales increases as a result of its turnaround effort? Report Available: October 31, 2019   Blueshift’s ongoing research found PZZA slowly emerging from the depths of its disastrous 2017 and 2018 caused by a sharp decline in sales and its founder and former CEO John Schnatter’s damaging comments and behavior. […]

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Vicor Could Be Vulnerable on Price and Supply Chain Concerns (VICR)

Research Question: Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Companies: AMD, AMZN, BELFB, FB, GE, GOOG/GOOGL, IFNNY, INTC, MPWR, MRAAF, MSFT MXIM, NVDA, ON, STM, TW:2308, TXN, VICR By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

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Oct 16 2019 Biotechnology, Healthcare

Exact Sciences’ Cologuard Growth Will Not be Derailed (EXAS)

Research Question: Will the negative results of the CMS-sponsored cost-effectiveness analysis derail Exact Sciences’ Cologuard sales growth? Companies: EXAS, GHDX, MYGN, PFE By: David Franklin Click here to download report (.pdf)   Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard sales will not be derailed by the negative Centers for Medicare & Medicaid Services (CMS)-sponsored […]

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Tech Trends: Every IT Vendor Goes Cloudy, Hastening Their Decline?

Research Question: As legacy IT vendors in networking, data security, storage, and major software convert their businesses to cloud service, recurring revenue models—are they pushing customers to competing services offered by Microsoft Azure, Amazon Web Services, and Google Cloud Platform? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DELL, FFIV, FTNT, GOOG, HPE, IBM, MSFT, ORCL, PANW, […]

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