Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Services  // Browsing posts in Services

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

Apr 06 2020 Services, Transportation

Trucking Industry Headed for Hard Times as Economy Shutters (CHRW, JBHT, LSTR, XPO)

Research Question: What are the immediate and longer-term impacts on the trucking industry from the coronavirus pandemic? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The trucking industry is in for a brutal reckoning […]

Read more...

No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)

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 not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]

Read more...

eSports Idea Proposal

eSports Idea Proposal

Where are the best moneymaking opportunities in the thriving eSports ecosystem over the next 12-18 months? Report Available: April 17, 2020   Blueshift’s initial research found excitement around competitive gaming continuing to reach new levels. Viewership numbers for eSports tournaments are rising, top players are gaining celebrity-like status and the world’s biggest brands are clamoring […]

Read more...

Mar 12 2020 Automotive, Retail, Services

CarMax’s Growth Trend is Sustainable in Strong Used Car Market

Research Question: Can CarMax sustain its growth trend as the former disruptor faces intense competition from both new and old players in the space? Companies: AN, BRK.A/B, CARG, CVNA, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc. (KMX) is expected to sustain its growth […]

Read more...

Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? Report Available: April 2, 2020   Blueshift’s ongoing research centers on questions about SPOT’s revenue and subscription growth prospects as its ARPU continues to decline. SPOT is investing heavily in podcasts but it is not clear whether the format can […]

Read more...

Pluralsight: Important Now, Could be Vulnerable in a Down Cycle (PS)

Research Question: Is Pluralsight a must-have enterprise learning tool or a nice-to-have option? Companies: CSOD, GOOG/GOOGL, MSFT, PS, SAP, WDAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Pluralsight Inc. (PS) is a highly regarded online technology skill development platform that competes in a growing yet competitive market. Pluralsight’s—and its […]

Read more...

Price Pressure, Competition Coming for Beyond Meat But Demand Not Slowing (BYND)

Research Question: Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Companies: BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Beyond Meat Inc. (BYND) is not close to getting the cost of its […]

Read more...