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February, 2020  // Posts published in February, 2020

Chewy Idea Proposal (CHWY)

Chewy Idea Proposal (CHWY)

Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins? Report Available: March 19, 2020   Blueshift’s initial research showed CHWY continuing its strong growth after its June 2019 IPO and a focus on margin expansion through private label foods and pet medication sales. But there are questions as […]

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Nvidia Has an Inside Track on the AI Inferencing Market (NVDA)

Research Question: How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Companies: AMD, AMZN, AVGO, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, TSM, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp. (NVDA) has carved out an early lead in the […]

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Update From Oil Patch: U.S. Oilfield Activity Facing a Slump in 2020

Research Question: What are field personnel saying about the outlook for oilfield service activity in 2020? Companies: BAS, FTSI, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights The market for oilfield services in 2020 is facing a slump in demand and pricing year to year (YY) with E&P capex […]

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Ulta Has What It Takes to Hold Off E-commerce and DTC Challenge (ULTA)

Research Question: Can Ulta defend itself against e-commerce and direct-to-consumer competition? Companies: AMZN, COTY, EL, ELF, EPA:OR, LVMUY, M, SBH, TGT, TYO:4922, ULTA   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Ulta Beauty Inc. (ULTA) is expected to be able to defend itself from online and direct-to-consumer (DTC) competition, […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Can CarMax sustain its growth trend as the former disruptor faces intense competition from both new and old players in the space? Report Available: March 11, 2020   Blueshift’s ongoing research found high expectations for KMX as it closes out its fourth fiscal quarter in February. The former used car industry disruptor continues to execute […]

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SmileDirectClub Sales to Dental Professionals Will Drive Growth, Improve Reputation (SDC)

Research Question: Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down? Companies: ALGN, HSIC, SDC, STMN, XRAY By: David Franklin Click here to download report (,pdf)   Summary of Findings Opinions on SmileDirectClub Inc.’s (SDC) growth potential were mixed but trending toward continued growth, according to some […]

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Tech Trends: Cisco, IBM, Other Big Vendors Losing the Cloud Battle (CSCO, IBM)

Research Question: What must Cisco and other networking vendors do to stave off encroachment on their businesses by the expanding public clouds—or is it too late? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, IBM, JNPR, MSFT   By: John Harrington Click here to download report (.pdf)   Key Findings Sources say it is too late for […]

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Use of Elastic’s Top-Notch Solutions Should Continue to Grow (ESTC)

Research Question: Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Companies: AMZN, CTXS, DDOG, ESTC, GOOG/GOOGL, IBM, MSFT, NEWR, ORCL, SPLK By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Elastic N.V. (ESTC) offers a fast, powerful stack of enterprise search and monitoring […]

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Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

Can Ulta defend itself against e-commerce and direct-to-consumer competition? Report Available: February 20, 2020   Blueshift’s ongoing research found ULTA continuing to hold off challenges at the retail level as it innovates, forms and markets exclusive partnerships, adjusts to evolving product/category trends like skincare, and develops its digital offering. But its ecommerce performance was at […]

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Oil Patch: U.S. Oilfield Activity Facing Off Year in 2020 on Volatile Oil Pricing

Research Question: What is the outlook for U.S. oilfield service activity in 2020? Companies:  ARGKF, BAS, BKR, CAT, HAL, HP, LBRT, PTEN, SLB Click here to download report (.pdf)   Highlights According to an industry expert on U.S. upstream activity, the market for oilfield services in 2020 is likely to be in the doldrums with E&P […]

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