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September, 2021  // Posts published in September, 2021

LULU’s Apparel Runway is Huge; Tougher Path in Fitness, Shoes

Research Question: Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand? AAPL, ADDDF, GPS, HNNMY, LEVI, LULU, NKE, PTON, PUMSY, RL, TJX, TPR, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Lululemon Athletica Inc. (LULU) has ample room to […]

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Establishment Labs Holdings Idea Proposal (ESTA)

Establishment Labs Holdings Idea Proposal (ESTA)

What competitive advantage will Establishment Labs bring to the U.S. breast implant market, if any? Will ESTA challenge for meaningful share? Report Available: October 21, 2021   Blueshift Research found ESTA preparing for its entrance into the U.S. breast augmentation and reconstruction market with the hiring of a U.S. commercialization executive and the expansion of […]

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Aurinia’s Lupkynis Gaining Traction and Generating High Interest (AUPH)

Research Question: Are Aurinia’s Lupkynis and GSK’s Benlysta for the treatment of LN gaining traction? Are they challenging the standard of care? Is one performing better than the other? Is there a place for both? Companies: AUPH, AZN, GSK By: David Franklin Click here to download report (.pdf)   Summary of Findings In this update […]

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Celsius Holdings Idea Proposal (CELH)

Celsius Holdings Idea Proposal (CELH)

Is Celsius’ growth sustainable? Report Available: October 13, 2021   CELH has had a great first half of 2021 and appears set up for a successful second half of the year as well. Functional energy drinks are carving out their niche and gaining mainstream momentum. The overall energy drink space continues to thrive. But competition […]

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Tech Trends: The Cloud Is Making And Breaking IT Companies

Research Question: Which software/hardware companies compliment the major cloud providers best? Which are most at risk of being hurt by cloud expansion? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DARK.L, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, PANW, SNOW, SPLK, TDC   By: John Harrington Click here to download report (.pdf)   Key Findings There […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

Will Exact Sciences experience growth by nearly doubling its Cologuard sales team after adjusting its joint sales effort with Pfizer? Report Available: October 7, 2021   The co-promotion and sales deal between PFE and EXAS was once touted as a huge boost that could “permanently alter the trajectory of Cologuard.” That deal has been amended […]

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Lululemon Idea Proposal (LULU)

Lululemon Idea Proposal (LULU)

Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand? Report Available: September 30, 2021   Blueshift’s initial research found LULU thriving as its pricey line of athleisure wear intersects key fitness trends. The company has lofty ambitions to capitalize on its strong brand name in activewear by pushing […]

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Updates From Oil Patch: 3Q Oilfield Activity Continues on Upswing

Research Question: Which oilfield activity is ramping in early 3Q in concert with mid-year increases in capex? Which oilfield service companies are benefiting or losing? Companies: HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTEN Click here to download report (.pdf)   Highlights There has been no abatement in 3Q21 E&P capital expenditures, even considering the recent […]

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Sep 08 2021 Basic Materials, Energy

Plug, Ballard, Cummins Best Positioned to Benefit from the Infrastructure Bill (BE, BLDP, CMI, FCEL, PLUG)

Research Question: Which fuel cell company or companies are best positioned to benefit from the federal bill on infrastructure? Companies: AIQUY:US, APD, BE, BLDP, CAT, CMI, FCEL, HYMTF, HYZN, ITM.L, LIN, NEL.OL, NKLA, PLUG, RDS-A, SMNEY, TKAMY, TM By: David Franklin Click here to download report (.pdf)   Summary of Findings Plug Power Inc. (PLUG) […]

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