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July, 2021  // Posts published in July, 2021

Chewy Idea Proposal (CHWY)

Chewy Idea Proposal (CHWY)

Will Chewy’s growth slow as reopening accelerates? Report Available: August 19, 2021   Blueshift’s ongoing research found CHWY still posting strong sales results and continued high expectations for growth. The company has nearly 20 million active customers and its autoship feature accounts for nearly 70% of revenue. But sales growth slowed from the prior quarter, […]

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ON24 Inc. Idea Proposal (ONTF)

ON24 Inc. Idea Proposal (ONTF)

Can ON24 sustain meaningful growth over the next 12 to 24 months? Report Available: August 9, 2021   Blueshift’s initial research found ONTF, a cloud-based digital and video-marketing company, clearly benefiting from the COVID-19 pandemic as B2B interactions and communications transition to digital first. The company experienced explosive growth in 2020 because of the pandemic […]

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Beyond Meat Shows Stable Growth, Potential in Chicken (BYND)

Research Question: Will supply shortages and rising prices of traditional meat provide an opening for Beyond Meat to make lasting gains? Companies: ACI, BYND, CAG, K, KR, MCD, NSRGY, PEP, QSR, TSN, WMT, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Beyond Meat Inc.’s (BYND) sales are growing steadily, […]

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Snapchat’s AR Outlook is Bright But TikTok’s Threat Is Growing (SNAP)

Research Question: Will Snap’s newest augmented reality technologies push the company’s share of ad budgets meaningfully higher? Companies: AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SNAP, TWTR   By Seth Agulnick Click here to download report (.pdf)   Summary of Findings Snap Inc. (SNAP) is seeing some uptick in demand for augmented reality (AR) advertising and […]

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Tech Trends: Open RAN Can Clear The Way For The 5G Explosion

Research Question: How will open 5G radio access networks (O-RANs) affect wireless connectivity for the digital world and what will it mean for enterprise network hardware and software vendors stuck between edge users and cloud-connected 5G RANs? Companies: AMZN, CMCSA, CSCO, CTXS, DELL, ERIC, FFIV, GOOG/GOOGL, IBM, MSFT, NOK, T, TMUS, VZ By: John Harrington […]

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Elastic Idea Proposal (ESTC)

Elastic Idea Proposal (ESTC)

Has Elastic found the right formula to stand out from the competition in search, security, and observability? Report Available: August 5, 2021   Blueshift’s ongoing research found ESTC thriving as it adds new customers and expands relationships with existing users. ESTC still has a lot of room to convert users of its free platform to […]

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Sientra on Track for Steady Gains in Highly Competitive Market (SIEN)

Research Question: Can Sientra’s new leadership continue to drive share gains, challenge the industry giants, and stay ahead of emerging competition? Companies: ABBV, ESTA, JNJ, SIEN   By: David Franklin Click here to download report (.pdf)   Summary of Findings Sientra Inc. (SIEN), a manufacturer of breast implants and tissue expanders recently experienced C-suite changes […]

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