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Consumer Goods  // Browsing posts in Consumer Goods

CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Report Available: August 21, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, building on its FYQ4 2019 sales uptick with a solid FYQ1 2020 performance. CEO Bill Nash cited “strong growth in […]

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Papa John’s Idea Proposal (PZZA)

Papa John’s Idea Proposal (PZZA)

Will Papa John’s turnaround initiatives reverse declining sales? Report Available: July 31, 2019   Blueshift’s initial research found PZZA trying desperately to recover from a year and a half of controversy and declining sales. PZZA’s sales were already in decline when its founder, John Schnatter, added to the problems with damaging comments and behavior. Schnatter […]

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Biosynthetic Cannabinoids Idea Proposal

Biosynthetic Cannabinoids Idea Proposal

Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Report Available: August 8, 2019   Blueshift’s initial research found significant investment in the development of biosynthetic cannabinoids for use in medicines, foods and other products. The biosynthetic process offers the promise of major advantages in cost, scalability […]

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Kraft Heinz Will Continue to Struggle Because of Lack of Innovation, Marketing (KHC)

Research Question: Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Companies: AMZN, BUD, BYND, CAG, COST, CPB, GSI, K, KHC, KR, MDLZ, MKC, PEP, PFGC, QSR, SWX:NESN, SYY, TWNK, UN, USFD, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Kraft […]

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Kraft Heinz Idea Proposal (KHC)

Kraft Heinz Idea Proposal (KHC)

Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Report Available: June 20, 2019   Blueshift’s initial research found KHC grappling with a host of problems, including consumer trends away from packaged foods, slow growth, and internal accounting issues. The cost-cutting playbook that helped 3G Capital – KHC’s […]

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Online, Store Expansion Initiatives to Drive CarMax’s Growth in Robust Used Market (KMX)

Research Question: Will the rollout of an omnichannel/online car buying option and the expansion of physical store locations drive sales and loan originations for CarMax in 2019? Companies: ABG, AN, BRK.A/B, CARG, CVNA, HYRE, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc.’s (KMX) omnichannel/online and […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Will the rollout of an online car-buying option and expansion of physical store locations drive sales and loan originations for CarMax in 2019?   Report Available: May 1, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, recovering nicely in its Q4 from declining market share experienced in the first half […]

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Grubhub Starting to Lose Share to Uber Eats, DoorDash (GRUB)

Research Question: Will Grubhub wilt in 2019 under pressure from competitors? Companies: AMZN, GRPN, GRUB, MCD, NCR, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is losing share to Uber Eats and DoorDash, according to five of eight sources using Grubhub and competitors. This is a […]

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Shopify Plus Pushes Forward with Upmarket Success (SHOP)

Research Question: Will Shopify Plus become the go-to ecommerce platform for Global 2000 companies? Companies: SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) Shopify Plus, an ecommerce platform designed for large enterprises, is expected to gain additional share and is on a path to become the […]

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Ulta Is Well Positioned to Continue Fending Off Amazon (ULTA)

Research Question: How much longer can Ulta Beauty hold off Amazon? Companies: AMZN, COTY, CVS, EL, EPA:CDI, EPA:KER, EPA:MC/LVMUY, EPA:OR, JWN, M, TGT, TYO:4922, TYO:4911, ULTA, WMT By: Reverdy Johnson Click here to view report (.pdf)   Summary of Findings Ulta Beauty Inc. (ULTA) is well positioned to keep com Inc. (AMZN) at bay for […]

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