Idea Proposals // Browsing posts in Idea Proposals
Snapchat Idea Proposal (SNAP)
Will Snapchat become a “must-buy” for brand and direct response advertisers? Report Available: December 11, 2019 Blueshift’s initial research found SNAP’s revenue and user numbers showing sustained growth after a tumultuous 2018. Much of the user growth, however, is coming from less-lucrative overseas markets. SNAP’s fortunes are tied to how well it can shift […]
Hain Celestial Idea Proposal (HAIN)
Is Hain’s portfolio rationalization working? Are retail buyers able to push back? Report Available: November 26, 2019 Blueshift’s initial research found HAIN making moves to become smaller, faster growing, and more profitable. This includes selling underperforming (and some growth) brands, as well as eliminating SKUs to help the company simplify its business. This puts […]
Henry Schein and Patterson Idea Proposal (HSIC, PDCO)
Can Henry Schein and Patterson defend their high-margin dental equipment maintenance and repair revenue as independent companies and franchises try to disrupt the space? Report Available: November 20, 2019 Blueshift’s ongoing research found the commoditization of the medical and dental supply industry continuing as extensive competition, aggressive pricing, and significant margin pressure builds because […]
Coupa Software Idea Proposal (COUP)
Can Coupa entice enterprises with established payment systems to switch to Coupa Pay? Report Available: November 14, 2019 Blueshift’s ongoing research found COUP blowing past Wall Street expectations with sales of its procurement software. To take advantage of more than $1 trillion in spending under management on its platform, the company has unveiled Coupa […]
Papa John’s Idea Proposal (PZZA)
Is Papa John’s seeing any sales increases as a result of its turnaround effort? Report Available: October 31, 2019 Blueshift’s ongoing research found PZZA slowly emerging from the depths of its disastrous 2017 and 2018 caused by a sharp decline in sales and its founder and former CEO John Schnatter’s damaging comments and behavior. […]
Zillow Idea Proposal (Z/ZG)
Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents? Report Available: October 30, 2019 Blueshift’s ongoing research found the real estate (r)evolution in full swing. Demand for ZG’s Zillow Offers is increasing and the company is responding with continued expansion to new markets and the creation of a […]
Vicor Idea Proposal (VICR)
Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Report Available: October 18, 2019 Blueshift’s ongoing research found VICR struggling to meet investors’ high expectations as the data center market has cooled. The company’s recent difficulties are partly related to a […]
Exact Sciences Idea Proposal (EXAS)
Will the negative results of the CMS-sponsored cost-effectiveness analysis derail EXAS’s Cologuard sales growth? Report Available: October 16, 2019 Blueshift’s current research found EXAS navigating the negative findings of a multitarget stool DNA (mtSDNA) cost-effectiveness report commissioned by the Centers for Medicare and Medicaid Services (CMS) (Cologuard is a mtSNDA screening). Despite posting excellent […]
Align Idea Proposal (ALGN)
Will competition continue to slow Align’s clear aligner sales among young adults and teens in North America? Report Available: October 3, 2019 Blueshift’s initial research found ALGN performing well but projecting slower growth because of sluggishness in its young adult and teen segments in North America and a tough consumer environment in China. Intense […]
Smartsheet Idea Proposal (SMAR)
Does Smartsheet offer a unique approach to simplifying project management or is the market crowded with fungible solutions? Report Available: September 27, 2019 Blueshift’s initial research found investors reacting positively to SMAR’s impressive revenue growth. However, the company raised some eyebrows with its Q3 guidance, which included an increase in spending and a wider-than-expected […]
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