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Clothing & Accessories  // Browsing posts in Clothing & Accessories

Carter’s Wholesale Business Squeezed by Private Label; Amazon Not a Solution Yet (CRI)

Research Question: Will Carter’s wholesale business withstand private-label competition in 2017? Companies: AMZN, CRI, FINL, FL, HBI, JCP, KSS, M, NKE, PLCE, RL, ROST, TGT, TJX, WMT, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Carter’s Inc. (CRI) faces an uphill battle in the wholesale channel, combatting the rise […]

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Signet Jewelers Idea Proposal (SIG)

Signet Jewelers Idea Proposal (SIG)

Will Signet Jewelers rebound from disappointing holiday sales with strong Valentine’s Day business? Report Available:February 27, 2017   Blueshift’s initial research shows SIG coming off a disappointing holiday that was weak across the industry. The company is hopeful for a Valentine’s Day rebound with a focus on online execution and sales of its branded collections. […]

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Skechers’ Q1 Orders Slip at Major Buyer, But 2H17 Holds Promise (SKX)

Research Question: Will Skechers’ domestic wholesale business continue to be a drag, or will new products revive the brand in 2017? Companies: ADDYY, CAL, DKS, ETR:PUM, KRX:081660, KSS, NKE, SKX, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) is struggling to regain […]

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UGG’s Classic II, Classic Slim, Men’s Lines Were on Trend and Drove Holiday Sales For Deckers (DECK)

Research Question: Did Deckers’ new UGG Slim and Classic II boots drive holiday sales and reinvigorate the brand? Companies: COLM, DECK, KORS, NKE, VFC, WWW By: David Franklin Click here to download report (.pdf)   Summary of Findings Deckers Outdoor Corp.’s (DECK) UGG brand experienced strong holiday sales and returned to being on trend in […]

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Hope for J.C. Penney’s Turnaround Not Extinguished by Subpar Q4 (JCP)

Research Question: Will J.C. Penney’s turnaround efforts regain momentum or stall in 2017? Companies: ADDYY, AMZN, BBY, BONT, COLM, DDS, GE, GPS, HD, HGG, IR, JCP, JWN, KRX:003555, KRX:005930/005935, KSS, LOW, M, NKE, RL, SHLD, TPX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Despite its uneven fourth-quarter performance, C. Penney […]

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Carter’s Idea Proposal (CRI)

Carter’s Idea Proposal (CRI)

Will Carter’s wholesale business withstand private label competition in 2017? Report Available: February 10, 2017   Blueshift’s initial research shows CRI’s wholesale business facing a challenge from an increased focus on private label brands in its partner stores, while also seeing demand decline at mall-based retailers. But the company is pushing its online strategy with […]

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Skechers Idea Proposal (SKX)

Skechers Idea Proposal (SKX)

Will Skechers’ domestic wholesale business continue to be a drag or will new products revive the brand in 2017? Report Available: February 1, 2017   Blueshift’s initial research found SKX scuffling in the U.S. due to a challenging retail environment that included a glut of discounted, name-brand footwear in the second half of 2016. However, […]

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Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Did Deckers’ new UGG Slim and Classic II boots drive holiday sales and reinvigorate the brand?   Report Available: January 26, 2017   Blueshift’s initial research shows DECK struggling to energize the UGG brand. Warm weather led to inventory surpluses last year, and a shift in consumer preference has hampered sales. The introduction of the […]

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Signet Jewelers’ Holiday Sales Lacked Luster (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: AMZN, CPH:PNDORA, NILE, SIG, TIF, TYO:7762 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Holiday sales were somewhat lackluster overall for the 11 repeat sources at Signet Jewelers Ltd.’s (SIG) brand stores despite the optimism voiced […]

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Signs of Solid Holiday for Signet Brands; Industry Outlook Flat for 2017 (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: BRK.A/B, CPH:PNDORA, NILE, SIG, TIF Click here to download report (.pdf) By: Reverdy Johnson   Summary of Findings Expectations are high for jewelry industry sales this holiday season, backed by strong shopping in early December. This bodes well for Signet Jewelers […]

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