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Clothing & Accessories  // Browsing posts in Clothing & Accessories

Deckers Progresses with Its DTC Initiative, But Its UGG Brand May Not Benefit (DECK)

Research Question: Will Deckers’ direct-to-consumer initiative help its UGG brand survive the sales and traffic decline of department stores and malls? Companies: AMZN, BABA, BOOT, BRK.A/B, BZUN, DECK, GOOG/GOOGL, NKE, WMT, WWW By: David Franklin Click here to download report (.pdf)   Summary of Findings Deckers Outdoor Corp.’s (DECK) direct-to-consumer (DTC) initiative is unlikely to […]

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Estee Lauder Idea Proposal (EL)

Estee Lauder Idea Proposal (EL)

Can Estee Lauder successfully penetrate and compete in the specialty makeup segment? Report Available: April 13, 2017   Blueshift’s initial research shows EL adversely affected by the decline in traffic in department stores, its core distribution channel. In an effort to stay current and go where the customers are, EL is pushing into the specialty […]

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Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Will Deckers’ UGG survive the decline of the department store and the mall by growing its direct to consumer revenue? Report Available:April 12, 2017   Blueshift’s initial research shows DECK pivoting to emphasize its direct-to-consumer channel after another poor performance in the wholesale channel as department stores and malls continue their steady decline. DECK’s ecommerce […]

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Under Armour Idea Proposal (UA)

Under Armour Idea Proposal (UA)

Has Under Armour’s brand been tarnished by CEO Kevin Plank’s comments about and involvement with President Trump? Report Available:March 23, 2017   Blueshift’s initial research found controversy surrounding UA on the heels of CEO Kevin Plank’s praise of President Trump. Backlash ensued, including from some of the brand’s highest profile athletes, and Plank was forced […]

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Signet Faces Another Tough Holiday As Valentine’s Also Disappoints (SIG)

Research Question: Will Signet Jewelers rebound from disappointing holiday sales with strong Valentine’s Day business? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings None of Signet Jewelers Ltd.’s (SIG) three main retailers—Zales, Kay Jewelers and Jared—had positive year-to-year store sales for Valentine’s Day. In fact, Zales and […]

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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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