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Clothing & Accessories  // Browsing posts in Clothing & Accessories

Inventory Glut and Gray Market Plaguing Traditional Watch Sales Channel

Research Question: Is weakness in U.S. watch sales a short term or long term problem? Companies: AAPL, FOSL, GRMN, INTC, JSE:CFR, KRX:005930, MC.PA, OTCMKT:LVMHF TYO:6952, TYO:7762, TYO:8050, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings The United States luxury watch market is plagued by an inventory glut that has […]

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Gildan Activewear Idea Proposal

Gildan Activewear Idea Proposal

Research Question: Will sales of Gildan Activewear’s branded apparel rebound in 2016? Report Available: Dec. 21, 2015   Blueshift’s initial research shows GIL’s branded apparel entering some large retailers of late, but recent sales fell short of expectations as a key retailer is blamed for lower-than-expected inventory replenishment in Q3. However, Q4 and 2016 sales could […]

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Deckers Idea Proposal

Deckers Idea Proposal

Research Question: Did back-to-school and fall sales of Deckers’ UGG shearling and non-shearling boots outperform last year for retailers and distributors? Report Available: Dec. 16, 2015   Blueshift’s initial research shows Deckers has a tall order to fill in achieving its predicted 11% sales growth in its Q3. Brick and mortar apparel retailers have been suffering […]

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Luxury Watch Idea Proposal

Luxury Watch Idea Proposal

Research Question: Is weakness in U.S. watch sales a short-term or long-term problem? Report Available: Dec. 10, 2015   Blueshift’s initial research shows most luxury watch brands experiencing soft sales, yet industry observers cannot seem to agree on the root cause. Some believe it to be short term based on the economy and forex reasons, while […]

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Boot Barn Feeling Negative Effects of Oil and Gas Production Slowdown

Research Question: Will Boot Barn overcome negative sales trends caused by the oil and gas slowdown and pricing headwinds? Companies: AMZN, BRK-A/BRK-B, BOOT, BURL, CAB, IACI, JCP, M, RCKY, ROST, TJX, TSCO, WWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Boot Barn Holdings, Inc. is feeling the negative effects of the […]

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Non-Classic UGG Styles Show Underwhelming Popularity and Sales

Research Question: Are Deckers’ UGGs losing or gaining popularity and sales compared to back-to-school season 2014? Companies: COLM, DECK, WWW, SKX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings This is the second of Blueshift Research’s two-part report on Deckers Outdoor Corp.’s (DECK) UGG brand. This report focuses on input […]

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Skechers Continues to Walk Tall Worldwide

Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Companies: ADDYY, NKE, SKX, TYO:7936, UA By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) should be able to sustain its strong recent growth throughout 2015 and into 2016, according to […]

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DECK Unable to Revive Classic UGG Boot or to Create Interest in New UGG Products

Research Question: Can Deckers meet its own high expectations despite the declining popularity in its UGG Classic shearling boots? Companies: COLM, DECK, SKX, VFC By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings This is the first part of Blueshift Research’s two-part report on Deckers Outdoor Corp.’s (DECK) UGG brand. This […]

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Boot Barn Idea Proposal

Boot Barn Idea Proposal

Research question: Will Boot Barn overcome negative sales trends caused by the oil and gas slowdown and pricing headwinds? Report Available: Oct. 14, 2015   Blueshift’s initial research shows BOOT stores near oil and gas fields are under pressure given the slowdown in the oil boom. BOOT is also facing difficult comps with its Sheplers acquisition because of […]

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Skechers Idea Proposal

Skechers Idea Proposal

Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Report Available: September 24, 2015   Blueshift’s initial research shows no end in sight for SKX’s growth spurt. The company is fine-tuning its international supply chain and marketing to fuel its grueling pace. But, despite most of its product lines […]

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