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Atlassian’s Appeal is Widening, Boosted by Remote Work Shift (TEAM)
Research Question: Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Companies: AMZN, BOX, CRM, DBX, GOOG/GOOGL, MSFT, NOW, TEAM, WORK, ZEN, ZM By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Atlassian Corp. PLC’s (TEAM) suite of collaboration and tracking software is becoming more mission […]
CoStar Group’s Apartments.com Idea Proposal (CSGP)
How will the lifting of the moratorium on evictions affect Apartments.com? Report Available: July 23, 2020 Blueshift’s initial research found CSGP’s Apartments.com managing the pandemic well, at least through April. It noted increased revenue, a surge in impressions as residents sheltered in place, and higher year-to-year leads and revenue per listing as higher vacancy […]
Atlassian Idea Proposal (TEAM)
Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Report Available: July 2, 2020 Blueshift’s ongoing research found TEAM thriving as businesses search for ways to make teams more productive and efficient. The company expects some headwinds from the coronavirus-fueled economic slowdown, but it is not clear whether demand […]
Chewy’s Sales Increase Sustainable; Autoship Sticky for New Customers (CHWY)
Research Question: Will Chewy’s recent strong sales trend continue as states begin to reopen? Companies: AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, FB, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The sales gains Chewy Inc. (CHWY) experienced during the COVID-19 […]
Restaurants, Retail Not Finding it Difficult to Bring Back Employees
Research Question: Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Companies: BBY, BWLD, CAKE, CMG, DG, DIN, DKS, DRI, FIVE, GME, GPS, GRUB, M, MCD, ORLY, PLAY, PNRA, PZZA, QSR, SBUX, SHAK, TGT, TJX, ULTA, WEN, WMT, YUM By: Reverdy Johnson Click here to download report […]
Job Market Idea Proposal
Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Report Available: May 28, 2020 Blueshift’s initial research found businesses readying to reopen as states lift coronavirus restrictions. Some retailers and restaurant operators are concerned about filling out their staffs because of federal unemployment benefits that provide […]
Anaplan Likely to Rebound From Q4 Decline but Concerns Linger (PLAN)
Research Question: Is the deceleration in Anaplan’s billings growth a blip or a warning sign? Companies: IBM, LON:SGE, MSFT, ORCL, PLAN, SAP, WDAY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Anaplan Inc.’s (PLAN) fourth-quarter billings growth deceleration does not seem to be a sign of deeper troubles. However, some […]
Food Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well
Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Food delivery orders have increased significantly in April—compared to our March 24 report when they had not yet seen any immediate additional […]
Esports: Oozing With Potential but a Long Road to Profits
Research Question: Where are the best moneymaking opportunities in the esports ecosystem over the next 12 to 18 months? Companies: AESE, AMZN, ATVI, DIS, DOYU, EA, FB, GME, GOOG/GOOGL, HEAR, LOGI, MNST, MSFT, MSG, TCEHY, TTWO, TWTR, UBSFF By: Seth Agulnick Click here to download report (.pdf) Summary of Findings The surging popularity of […]
Spotify Won’t See Big Revenue From Podcasts or Artist Services (SPOT)
Research Question: Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Companies: AAPL, AMZN, GOOG/GOOGL, NFLX, SIRI, SNE, SPOT, TME, VIVHY By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Spotify Technology S.A. (SPOT) hugely overpaid in its recent acquisition spree for podcast assets, and […]
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