Idea Proposals // Browsing posts in Idea Proposals
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 […]
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 […]
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 […]
The TJX Companies Idea Proposal (TJX)
Is TJX in position to accelerate top-line growth while also reversing a trend of declining margins? Report Available: October 21, 2021 Blueshift’s initial research found TJX delivering an unexpectedly strong Q2 on both the top and bottom lines as sales surged compared to pre-pandemic results. Company executives have laid out lofty goals for the […]
Tela Bio Idea Proposal (TELA)
Can Tela Bio navigate the COVID pandemic and challenge the current standard-of-care to generate meaningful and sustained growth? Report Available: August 30, 2021 Blueshift’s ongoing research found TELA helping to drive the early stages of a shift in the medical community from using plastic polypropylene to natural materials for hernia and abdomen wall repair. […]
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, […]
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 […]
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 […]
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 […]
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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