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Services  // Browsing posts in Services

Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Will Facebook Shops become a dominant end-to-end ecommerce platform? Report Available: May 27, 2021   Blueshift’s ongoing research found FB seeing strong initial uptake for Facebook Shops as it tries to become an online sales portal and not just a connector between advertisers and consumers. Some analysts are predicting Facebook Shops will be a meaningful […]

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Ulta Stores to Recover From Pandemic; Online Continues to Shine (ULTA)

Research Question: Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? AMZN, EL, JWN, KSS, LVMUY, M, REV, SBH, TGT, ULTA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Customers are returning to Ulta Beauty Inc. (ULTA) stores, with traffic and sales increasing […]

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Pinterest Has Brand Appeal But Remains a Second-Tier Ad Option (PINS)

Research Question: Is Pinterest poised to capture a greater share of ad budgets in 2021? Companies: AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SHOP, SNAP, TTD, TWTR, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Pinterest Inc. (PINS) is unlikely to see a major breakout in 2021 as advertisers continue […]

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Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? Report Available: April 15, 2021   Blueshift’s ongoing research found ULTA signaling disappointing guidance for 2021 on the heels of a somewhat resurgent fourth quarter. Trends during the last year shifted significantly to digital purchases, which is estimated to represent […]

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Pinterest Idea Proposal (PINS)

Pinterest Idea Proposal (PINS)

Is Pinterest poised to capture a greater share of ad budgets in 2021? Report Available: April 1, 2021   Blueshift’s ongoing research found PINS gaining traction in digital advertising sales as its monthly active user base approaches half a billion people. The platform is trying to increase its per-user revenue by making the site more […]

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Feb 18 2021 Automotive, Services

Carvana’s Growth and Profitability Trends on Track to Continue (CVNA, KMX)

Research Question: Can Carvana sustain its growth and profitability trends or will they be curtailed by intense competition? Companies: AN, CVNA, KMX, LAD, SAH, SFT, VRM By: David Franklin Click here to download report (.pdf)   Summary of Findings Carvana Co. (CVNA) can sustain its growth and profitability, despite intense competition from traditional dealers and […]

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Carvana Idea Proposal (CVNA)

Carvana Idea Proposal (CVNA)

Can Carvana sustain its growth and profitability trends or will these be curtailed by intense competition? Report Available: February 18, 2021   Blueshift’s ongoing research found the online car buying trend and the preference for used cars gaining significant strength as a direct result of the COVID-19 pandemic.  Demand and pricing for used cars has […]

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Teradata Will Be Challenged to Reverse Share Losses (TDC)

Research Question: What is the magnitude of Teradata’s market share losses to other vendors? Can Teradata’s transformation to a cloud-based subscription model reverse any of these losses? Companies: AMZN, DDOG, GOOG/GOOGL, MSFT, TDC, SNOW   By: David Franklin Click here to download report (.pdf)   Summary of Findings Teradata Corp.’s (TDC) market share losses are […]

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RingCentral Can Fight Off Zoom With Pricing But Microsoft Looms (RNG)

Research Question: Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Companies: AEXAF, AMZN, AVYA, BTGOF, CRM, CSCO, EGHT, FB, GOOG/GOOGL, MSFT, RNG, T, TYO:4755, VG, VOD, VZ, WORK, ZM By: Seth Agulnick Click here to […]

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RingCentral Idea Proposal (RNG)

RingCentral Idea Proposal (RNG)

Will RingCentral’s new video services and key partnerships keep it at the top of the communications software landscape or will it be hobbled by Zoom’s push into voice? Report Available: January 21, 2021   Blueshift’s initial research found RNG growing at a very healthy 30% clip as it moves enterprises and mid-market businesses to its […]

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