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June, 2021  // Posts published in June, 2021

Oil Patch: Innovations Emerge in Oilfield for Cost Savings, Quicker Flowback

Research Question: With oil prices rising quickly and the push for green power becoming more prevalent, which oilfield service companies are leading in innovation and are any companies lagging? Companies: APD, BKR, HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTEN, SLB, SOI, TYO:6752 Click here to download report (.pdf)   Highlights New innovations in rig contracting […]

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Aurinia Pharmaceuticals Idea Proposal (AUPH)

Will Aurinia’s launch of Lupkynis withstand the challenges of COVID, competition, and the existing standard-of-care to attain significant sales success? Report Available: July 29, 2021   Blueshift’s initial research found AUPH in the early launch stage of its new drug, Lupkynis for the treatment of lupus nephritis (LN). Lupkynis’ approval came on the heels of […]

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Tech Trends: Anti-Hacking Security Spending Not Going to Surge

Research Question: Will the spate of cyber attacks on supply chain, infrastructure, and other key industries prompt the federal government to quickly unleash a wave of spending aimed at established IT security vendors, or help fuel a new wave of competition in the IT security sector? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, DELL, FTNT, GOOG/GOOGL, MSFT, […]

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Sientra Idea Proposal (SIEN)

Sientra Idea Proposal (SIEN)

Can Sientra’s new leadership continue to drive share gains, challenge the industry giants, and stay ahead of emerging competition? Report Available: July 7, 2021   Blueshift’s initial research found SIEN not only navigating the post-COVID-19 reconstructive and aesthetic breast surgery restart, but also dealing with significant C-suite leadership changes. SIEN has replaced its CEO, promoted […]

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Snap Idea Proposal (SNAP)

Snap Idea Proposal (SNAP)

Will Snap’s newest augmented reality technologies push the company’s share of ad budgets meaningfully higher? Report Available: July 15, 2021   Blueshift’s ongoing research found SNAP’s revenue and user growth continuing their momentum. The company is trying to attract new ad dollars and boost revenue per user by investing heavily in augmented reality technologies, including […]

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Beyond Meat Idea Proposal (BYND)

Beyond Meat Idea Proposal (BYND)

Will supply shortages and rising prices of traditional meat provide an opening for Beyond Meat to make lasting gains? Report Available: July 22, 2021   Blueshift’s ongoing research found BYND’s retail store sales surging but its foodservice unit struggling to regain its footing from the pandemic. Rising prices and product shortages for traditional meat, however, […]

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Jun 16 2021 Restaurants, Services

Casual Dining & QSR Menu Price Increases Are Maintaining Large Chain Margins

Research Question: Will labor shortages and higher commodity prices result in prolonged higher prices for casual dining and QSR customers? What does this mean for company margins? Companies: COLD, DPZ, MCD, SBUX By: David Franklin Click here to download report (.pdf)   Summary of Findings Large casual dining and quick service restaurant (QSR) chains are […]

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Tech Trends: New Generation Fiber Optics Will Lead to Boost in Tech Innovation

Research Question: How does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSM By: John Harrington Click here to download report (.pdf) […]

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Medtronic Losing; Dexcom, Abbott, Insulet Winning in the Diabetes Market (MDT, DXCM, ABT, PODD)

Research Question: Are any of the diabetes wearables market’s key players setting themselves apart and gaining significant share? Companies: ABT, DXCM, MDT, MNKD, PODD, SENS, TNDM   By: David Franklin Click here to download report (.pdf)   Summary of Findings The diabetes wearable market is growing and its key device providers are secure in their […]

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Facebook Shops Are Far From Delivering on Immense Promise (FB)

Research Question: Will Facebook Shops become a dominant end-to-end ecommerce platform? Companies: AAPL, AMZN, EBAY, ETSY, FB, GOOG/GOOGL, GRPN, OSTK, PINS, SHOP, SNAP, TCEHY, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Sellers are intrigued by the potential of Facebook Shops, given the unmatched reach and targeting capabilities […]

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