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Consumer Goods  // Browsing posts in Consumer Goods

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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Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

How much longer can Ulta hold off Amazon? Report Available: February 27, 2019   Blueshift’s initial research found ULTA’s sales growing in stores and online as the company maintains its dedicated customers with new product launches, promotions, and the perks of its loyalty program. ULTA continues to open stores at a brisk pace, successfully fending […]

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Turtle Beach Idea Proposal (HEAR)

Turtle Beach Idea Proposal (HEAR)

Will Turtle Beach build on its 2018 breakout or crash back to Earth in 2019? Report Available: February 13, 2019   Blueshift’s initial research found sales of HEAR headsets exploding, largely thanks to the popularity of multiplayer games like Fortnite. However, it is not clear whether such games can continue their massive growth. In a […]

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Subprime Loans Set to Grow in Personal and Mortgage But to Fall in Auto

Research Question: Can the subprime lending industry sustain its late-year bounce and extend gains through 2019? Companies: BAC, BX, CACC, COF, CPSS, DFS, ELVT, ENVA, FCFS, LON:EXPN, OMF, SC, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Gains in the subprime lending industry through 2019 will be challenged […]

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Burberry Benefitting from Tisci’s New Collection As Current Sales Up Year to Year (LON:BRBY)

Research Question: What was the initial response to Burberry’s release of Riccardo Tisci’s first collection? Will this new line revitalize the brand? Companies: LON:BRBY, VIE:MC   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Burberry Group plc (LON:BRBY) is benefitting from the buzz created by the upcoming release of Riccardo […]

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Burberry’s New Line Breathing Much-Needed Life into the Brand (LON:BRBY)

Research Question: What was the initial response to Burberry’s release of Riccardo Tisci’s first collection? Will this new line revitalize the brand?’ Companies: LON:BRBY By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Burberry Group plc’s release of Riccardo Tisci’s first collection since being named creative director has been a rousing […]

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Burberry Idea Proposal (LON:BRBY)

Burberry Idea Proposal (LON:BRBY)

Will Burberry’s upmarket move to the luxury category lead to a successful turnaround story for the company?   Report Available: September 27, 2018   Blueshift’s initial research found BRBY on the verge of introducing the first collection from its new creative director as it looks to move more firmly into the luxury category. The brand […]

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