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Clothing & Accessories  // Browsing posts in Clothing & Accessories

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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Signet Jewelers Idea Proposal (SIG)

Signet Jewelers Idea Proposal (SIG)

Will Signet bounce back with improved sales for Mother’s Day? Report Available: May 22, 2017   Blueshift’s initial research shows SIG off to a slow start in 2017 as holiday sales and Valentine’s Day sales were both disappointing. A sexual harassment scandal hasn’t helped matters. The company has vowed to improve its e-commerce platform, which […]

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Ulta No Quick Fix for Estee Lauder’s MAC, But Too Faced on Track for Solid Growth (EL, ULTA)

Research Question: Can Estée Lauder penetrate and compete in the open-sell makeup channel? Companies: EL, ELF, FB, JWN, LVMUY, LRLCY, LVMH, M, REV, TYO:4911, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Estée Lauder Companies Inc.’s (EL) efforts to successfully enter the open-sell makeup channel will not […]

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Tailored Brands Idea Proposal (TLRD)

Tailored Brands Idea Proposal (TLRD)

Will Tailored Brands’ shift from deep discounting to a fresher look aimed at millennials be the catalyst for improved performance? Report Available: May 24, 2017   Blueshift’s initial research found TLRD faltering on several fronts in Q4, with soft traffic, poor sales, and higher-than-expected losses from its start-up tuxedo business partnership with Macy’s. A tough […]

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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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