March, 2020 // Posts published in March, 2020
Supply Chain Disrupted but Grocery, Big Box Stores Thriving Anyway
Research Question: How is the coronavirus affecting the grocery supply chain? Companies: AMZN, BYND, COLD, COST, CPB, DRI, GIS, GRUB, HAIN, K, KHC, KR, MDLZ, SFM, TGT, THS, UNFI, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The grocery supply chain is struggling to keep up with surging […]
Tandem and Insulet Will Gain Patients as a Result of the Medtronic Recall (TNDM, MDT, PODD)
Research Question: Will the MiniMed 600 recall result in patient declines for Medtronic and gains for Tandem or Insulet? Companies: ABT, DXCM, MDT, MNKD, PODD, TNDM By: David Franklin Click here to download report (.pdf) Summary of Findings The Class I recall of Medtronic plc’s (MDT) MiniMed insulin pumps is expected to negatively impact […]
No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)
Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Food delivery orders have not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]
Tech Trends: No Going Back—In a World Working Remotely, Microsoft Wins Big (MSFT)
Research Question: As the COVID-19 pandemic forces workers and students to work remotely, is the cloud entering a new phase of expansion? What is needed to keep this mass online use secure? Companies: AMZN, CHKP, CMCSA, CSCO, DELL, FTNT, GOOG/GOOGL, HPE, HPQ, IBM, MSFT, PANW By: John Harrington Click here to download report (.pdf) Key […]
Chewy’s Sales to Slow in 2020; Pet Meds Better Prospect than Private Label (CHWY)
Research Question: Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins? Companies: AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Chewy Inc.’s (CHWY) sales in 2020 are […]
eSports Idea Proposal
Where are the best moneymaking opportunities in the thriving eSports ecosystem over the next 12-18 months? Report Available: April 17, 2020 Blueshift’s initial research found excitement around competitive gaming continuing to reach new levels. Viewership numbers for eSports tournaments are rising, top players are gaining celebrity-like status and the world’s biggest brands are clamoring […]
U.S. Oilfield Service Activity in 2020 to Suffer on Oil Price Collapse
Research Question: In light of the oil price collapse, what is the expectation of U.S. oilfield activity in 2020? Companies: BAS, FANG, HAL, HP, IR, NEX, NOV, PDCE, PTEN, PXD, SLB, WEIGF Click here to download report (.pdf) Highlights The market for oilfield services in the United States during 2020 will suffer, according to […]
CarMax’s Growth Trend is Sustainable in Strong Used Car Market
Research Question: Can CarMax sustain its growth trend as the former disruptor faces intense competition from both new and old players in the space? Companies: AN, BRK.A/B, CARG, CVNA, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf) Summary of Findings CarMax Inc. (KMX) is expected to sustain its growth […]
Anaplan Idea Proposal (PLAN)
Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Report Available: April 16, 2020 Blueshift’s ongoing research found concern about a massive deceleration in PLAN’s billings growth. Company executives brushed off the slowdown as an anomaly stemming from a Q4 sales realignment effort. A key competitor, meanwhile, seems to be […]
Intuitive Surgical Idea Proposal (ISRG)
Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system? Report Available: April 8, 2020 Blueshift’s ongoing research found ISRG continuing to dominate the robotic surgery market. Introduced 20 years ago, the da Vinci system has more than 5,000 installed robots and […]
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