Idea Proposals // Browsing posts in Idea Proposals
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 […]
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 […]
Nvidia Idea Proposal (NVDA)
How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Report Available: February 26, 2020 Blueshift’s ongoing research found some reason for optimism in NVDA’s Q3 data center sales despite another quarter of year-over-year declines. The company is increasingly enthusiastic about the market for AI inferencing chips […]
SmileDirectClub Idea Proposal (SDC)
Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down? Report Available: February 12, 2020 Blueshift’s ongoing research found SDC, the leading direct-to-consumer (DTC) clear teeth straightening provider, battling criticisms and controversies associated with its business model as it sidesteps traditional dental/orthodontic care practices and provides self-applied […]
Kraft Heinz Idea Proposal (KHC)
Will 2020 be the year Kraft Heinz sees sales improvement from its turnaround effort? Report Available: February 13, 2020 Blueshift’s ongoing research found KHC continuing to struggle through the pains of its significant turnaround effort. KHC has been slow to grow its top line as consumer preferences shift to minimally-processed foods with less brand […]
Elastic Idea Proposal (ESTC)
Will Elastic continue its impressive growth or will competition from Amazon and others slow it down? Report Available: February 5, 2020 Blueshift’s initial research found demand for ESTC’s search and monitoring software growing rapidly, though a deceleration in billings growth during the most recent quarter has caused some worry among investors. ESTC is working […]
Pluralsight Idea Proposal (PS)
Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Report Available: January 29, 2020 Blueshift’s initial research found PS, a provider of cloud-based technical training software for employees, working to recover from its Q2 sales execution issues. After wowing investors following its May 2018 IPO with huge revenue growth and expanding margins, […]
Alteryx Idea Proposal (AYX)
Is the competitive risk to Alteryx growing? Report Available: January 23, 2020 Blueshift’s ongoing research found AYX growing at a healthy clip as one of the leading providers of data preparation software. There are numerous competitive threats, however, including Tableau Prep – now owned by CRM – and several smaller companies with strong features […]
Beyond Meat Idea Proposal (BYND)
Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Report Available: January 22, 2020 Blueshift’s initial research found rapid growth for BYND in terms of revenues and distribution points for its plant-based meats. Major tests are underway with key potential partners that could put BYND on the path to […]
Allscripts Idea Proposal (MDRX)
How do Allscripts’ EHR solutions like Sunrise and Paragon measure up to competitors? Are they driving growth? Report Available: January 16, 2020 Blueshift’s initial research found MDRX entrenched in the booming healthcare IT market. The electronic health records (EHR) and electronic medical records (EMR) market is expected to experience significant increases over the next […]
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