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Consumer Goods  // Browsing posts in Consumer Goods

Jul 10 2017 Automotive, Consumer Goods

Goodyear’s Margin Sustainable Even As Tire Demand Continues to Lag (GT)

Research Question: Is Goodyear’s higher margin sustainable? Will tire demand continue to lag? Companies: CTB, CTTAY, GT, HEL:NRE1V, KRX:000240, KRX:002350/002355, KRX:073240, MGDDY, MNRO, SHA:600182, SHA:601058, SHA:601163, SHLD, TYO:5101, TYO:5105, TYO:5108/BRDCY, TYO:8053 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Goodyear Tire & Rubber Co. (GT) will be able to maintain […]

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Blackberry Idea Proposal (BBRY)

Blackberry Idea Proposal (BBRY)

Will Blackberry’s QNX auto software and Radar truck tracking system return the company to its glory days?   Report Available: August23, 2017   Blueshift’s initial research found BBRY struggling as handset revenues decline and it focuses on its software business. There is a lot of optimism around the chances for its QNX software to play […]

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HomeAdvisor Idea Proposal (IAC, ANGI)

HomeAdvisor Idea Proposal (IAC, ANGI)

Are contractors getting their money’s worth from HomeAdvisor? Report Available:July 26, 2017   Blueshift’s initial research found HomeAdvisor growing rapidly with more home service professionals subscribing to its network and more consumers requesting services. HomeAdvisor is beefing up its marketing to convince consumers to use the service to find home improvement contractors. The company is […]

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Wayfair Idea Proposal (W)

Wayfair Idea Proposal (W)

Will Wayfair’s bulls or bears be proven right when it comes to the company’s revenue, customer acquisition, inventory, payment risk, and competition?   Report Available: July 13, 2017   Blueshift’s initial research found W a controversial company with strong supporters and a healthy number of detractors, too. W reported a strong Q1 marked by big […]

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Goodyear Tire Idea Proposal (GT)

Goodyear Tire Idea Proposal (GT)

Is Goodyear’s higher margin sustainable? Will tire demand continue to lag? Report Available:July 6, 2017   Blueshift’s initial research shows GT experiencing a decline in tire sales in both its original equipment and replacement businesses as demand for tires weakens and auto production slows. Still, GT is seeing positives from the increasing emphasis on higher-profit […]

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iRobot’s Roomba on Track, Holds Off Competition; Braava Limited in U.S. (IRBT)

Research Question: Will iRobot’s successful run continue? Companies: AMZN, BABA, BOM:500530, GOOG/GOOGL, HKG:0669, IRBT, KRX:003550/003555, KRX:005930/005935, SWK By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings iRobot Corp.’s (IRBT) Roomba robot vacuum is expected to continue its successful run as the industry leader and pacesetter. Brand recognition, marketing, word of mouth […]

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Gun Industry Has Low Sales, High Inventory; Rebound Unlikely Until Next Election (AOBC, RGR)

Research Question: How significant is the decline in gun sales brought on by the results of the presidential election? When will gun sales rebound? Companies: AOBC, CAB, RGR, SPWH, VSTO By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Firearm demand has dropped to nearly nothing since November when the election […]

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Mother’s Day Promotion Boosts Sales at Signet’s Kay; Zales Still Disappointing (SIG)

Research Question: Will Signet bounce back with improved sales for Mother’s Day? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Signet Jewelers Ltd.’s (SIG) Mother’s Day sales were mixed among its three main retailers—Zales, Kay Jewelers and Jared—but the company has made progress compared with Blueshift Research’s […]

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Gun Manufacturers Idea Proposal (AOBC, RGR)

Gun Manufacturers Idea Proposal (AOBC, RGR)

How significant is the decline in gun sales brought on by the Presidential election? When will gun sales rebound? Report Available:May 26, 2017   Blueshift’s initial research shows fears that gun sales will fall significantly with a pro-gun President and Congress, setting up low expectations for manufacturers RGR and AOBC. While FBI background checks have […]

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Whirlpool to Continue to Grow in 2017 But Faces Big Headwinds (WHR)

Research Question: Will Whirlpool maintain its growth in 2017 given the highly competitive and promotional appliance marketplace? Companies: AMZN, BBY, HD, HKG:1169, JCP, KRX:003555, KRX:005930/005935, LOW, SHE:000333, SHLD, STO:ELUX-A, WHR Click here to download report (.pdf) By: David Franklin   Summary of Findings Whirlpool Corp.’s (WHR) sales momentum is secure for the rest of 2017, during […]

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