1.

Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins?

Last Report: N/A

Next Report: 3.19.20

Next Earnings: 4.2.20 (CHWY)

2.

Will the recall of Medtronic’s MiniMed 600 result in patient declines for the company and gains for Tandem and Insulet?

Last Report: 10.23.19

Next Report: 3.26.20

Next Earnings: 5.19.20 (MDT)

3.

Will podcasts and artist services give Spotify revenue upside and set it apart from competitors?

Last Report: 3.20.19

Next Report: 4.2.20

Next Earnings: 5.6.20 (SPOT)

4.

Is the deceleration in Anaplan’s billings growth a blip or a warning sign?

Last Report: 4.22.19

Next Report: 4.16.20

Next Earnings: 5.28.20 (PLAN)

5.

Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system?

Last Report: 5.29.14

Next Report: 4.8.20

Next Earnings: 4.23.20 (ISRG)

6.

How big will the market be for AI inferencing chips? How large a share can Nvidia capture?

Last Report: 2.26.20

Next Report: May/June

Next Earnings: 5.14.20 (NVDA)

7.

Can CarMax sustain its growth trend as the former disruptor faces intense competition from both new and old players in the space?

Last Report: 3.12.20

Next Report: May/June

Next Earnings: 4.2.20 (KMX)

8.

Can Ulta defend itself against e-commerce and direct-to-consumer competition?

Last Report: 2.20.20

Next Report: May/June

Next Earnings: 3.12.20 (ULTA)

9.

Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down?

Last Report: 2.12.20

Next Report: May/June

Next Earnings: 5.26.20 (SDC)

10.

Will Elastic continue its impressive growth or will competition from Amazon and others slow it down?

Last Report: 2.6.20

Next Report: July/Aug

Next Earnings: 5.27.20 (ESTC)

11.

Is Pluralsight a must-have enterprise learning tool or a nice-to-have option?

Last Report: 1.29.20

Next Report: May/June

Next Earnings: 5.13.20 (PS)

12.

Is the competitive risk to Alteryx growing?

Last Report: 1.23.20

Next Report: July/Aug

Next Earnings: 5.14.20 (AYX)

13.

Can Beyond Meat get the cost of its plant-based meats competitive with animal products?

Last Report: 1.22.20

Next Report: May/June

Next Earnings: 5.28.20 (BYND)

14.

Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth?

Last Report: 1.15.20

Next Report: May/June

Next Earnings: 5.14.20 (ROKU)

15.

What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020?

Last Report: 1.17.20

Next Report: May/June

Next Earnings: 4.21.20 (NFLX)

16.

How do Allscripts’ EHR solutions measure up to competitors? Are its EHR solutions and additional modules driving growth?

Last Report: 1.21.20

Next Report: July/Aug

Next Earnings: 6.1.20 (MDRX)

17.

Can Americold execute its growth strategies to capture significant additional share in the cold-storage warehouse industry?

Last Report: 12.18.19

Next Report: May/June

Next Earnings: 5.21.20 (COLD)

18.

Does Carvana truly have a unique business model that will eventually become profitable?

Last Report: 12.4.19

Next Report: June/July

Next Earnings: 5.27.20 (CVNA)

19.

Will Snapchat become a “must-buy” for brand and direct response advertisers?

Last Report: 12.11.19

Next Report: May/June

Next Earnings: 5.5.20 (SNAP)

20.

Is Hain’s portfolio rationalization working? Are retail buyers able to push back?

Last Report: 11.26.19

Next Report: May/June

Next Earnings: 5.7.20 (HAIN)

21.

Can Coupa entice enterprises with established payment systems to switch to Coupa Pay?

Last Report: 11.14.19

Next Report: May/June

Next Earnings: 3.16.20 (COUP)

22.

Is Papa John’s seeing any sales increases as a result of its turnaround effort?

Last Report: 10.31.19

Next Report: May/June

Next Earnings: 5.27.20 (PZZA)

23.

Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power?

Last Report: 10.17.19

Next Report: May/June

Next Earnings: 5.26.20 (VICR)

24.

Will the negative results of the CMS-sponsored cost-effectiveness analysis derail EXAS’s Cologuard sales growth?

Last Report: 10.16.19

Next Report: April/May

Next Earnings: 5.12.20 (EXAS)

25.

Will Zillow Offers’ growth trend continue? How is the iBuyer program affecting Zillow’s premier agents?

Last Report: 10.30.19

Next Report: April/May

Next Earnings: 5.20.20 (Z/ZG)