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November, 2019  // Posts published in November, 2019

Hain’s Product Rationalization Will Work; Innovation, Promotion Still Needed (HAIN)

Research Question: Is Hain’s portfolio rationalization working? Are retail buyers able to push back? Companies: BYND, CAG, CPB, DF, GIS, HAIN, K, KHC, TAP, THS By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Hain Celestial Group Inc.’s (HAIN) portfolio rationalization received strong endorsements from sources who said it is […]

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Americold Idea Proposal (COLD)

Americold Idea Proposal (COLD)

Can Americold execute its growth strategies to capture significant additional share in the cold-storage warehouse industry? Report Available: December 18, 2019   Blueshift’s initial research found demand for cold-storage warehousing increasing while the industry is consolidating. COLD and the top competitors in the space have been rolling up the industry with acquisitions and developing new […]

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Tech Trends: Infosec Vendors Chase Lower 2020 Customer Budgets (PANW)

Research Question: What changes in the information security industry are posing the biggest issues for vendors? How are those changes likely to affect sales revenues? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings 2020 is shaping up to be a tough year […]

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Roku Idea Proposal (ROKU)

Roku Idea Proposal (ROKU)

Will competition from Apple, Comcast and others drive down Roku’s device prices and ad revenue splits? Report Available: January 15, 2020   Blueshift’s initial research found ROKU’s revenue and user numbers continuing to grow. But there are several potential headwinds developing, including a free streaming box from CMCSA. ROKU is hoping that new, highly anticipated […]

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Henry Schein, Patterson Risk Losing Some Repair Revenue Over Customer Dissatisfaction (HSCI, PDCO)

Research Question: 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? Companies: HSIC, PDCO, XRAY   By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources had mixed views regarding “the big three’s”—Henry Schein Inc. (HSIC), […]

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Coupa Pay Will Struggle to Gain Traction with Enterprises (COUP)

Research Question: Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Companies: AXP, BCS, C, COUP, DFS, HEL:BAS1V, JPM, LON:SGE, ORCL, ROP, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Coupa Software Inc.’s (COUP) new payment module has too many obstacles to garner broad […]

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Carvana Idea Proposal (CVNA)

Carvana Idea Proposal (CVNA)

Does Carvana truly have a unique business model that will eventually become profitable? Report Available: December 4, 2019   Blueshift’s initial research found CVNA, the technology-driven online used car dealer using car vending machines, posting amazing growth numbers and attempting to disrupt how used cars are bought and sold. Founded in 2012 to modernize and […]

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Tech Trends: Cloud Conversion Accelerating from the Bottom Up

Research Question: Are small to mid-sized companies moving their entire IT platforms to the cloud faster than large enterprises are moving just pieces of their operations? If so, who benefits and who is at risk? Companies: ADBE, AMZN, ASX:XRO, CRM, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, INTU, MSFT, NTAP, ORCL, SAP, VMW, WDAY By: John Harrington […]

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Snapchat Idea Proposal (SNAP)

Snapchat Idea Proposal (SNAP)

Will Snapchat become a “must-buy” for brand and direct response advertisers? Report Available: December 11, 2019   Blueshift’s initial research found SNAP’s revenue and user numbers showing sustained growth after a tumultuous 2018. Much of the user growth, however, is coming from less-lucrative overseas markets. SNAP’s fortunes are tied to how well it can shift […]

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Hain Celestial Idea Proposal (HAIN)

Hain Celestial Idea Proposal (HAIN)

Is Hain’s portfolio rationalization working? Are retail buyers able to push back? Report Available: November 26, 2019   Blueshift’s initial research found HAIN making moves to become smaller, faster growing, and more profitable. This includes selling underperforming (and some growth) brands, as well as eliminating SKUs to help the company simplify its business. This puts […]

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