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Food & Beverage  // Browsing posts in Food & Beverage

TreeHouse Firm on Price and Focused on Large Retailers (THS)

Research Question: Can TreeHouse Foods overcome retailers pushing down prices and competitors looking to take share? Companies: AMZN, CAG, COST, CVS, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TreeHouse Foods Inc. (THS) and many of its private-label manufacturing competitors are standing up […]

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Dim Prospects for UNFI’s Margin Rebound As Challenges Grow (UNFI)

Research Question: Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Companies: AMS:AD, AMZN, BABA, KR, SFM, SVU, UNFI, WMT   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings United Natural Foods Inc. (UNFI) has little hope […]

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United Natural Foods Inc. Idea Proposal (UNFI)

United Natural Foods Inc. Idea Proposal (UNFI)

Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Report Available: January 31, 2018   Blueshift’s initial research found UNFI coming off a strong quarter, boosted by sales to Whole Foods following the latter’s acquisition by AMZN. UNFI’s margins continue to suffer, however, […]

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Treehouse Foods Idea Proposal (THS)

Treehouse Foods Idea Proposal (THS)

Can Treehouse Foods overcome retailers pushing down prices and competitors looking to take share? Report Available: February 1, 2018   Blueshift’s initial research shows THS fighting to overcome a difficult year. The company is still struggling to integrate its CAG acquisition as the company’s business was in worse shape than expected. THS also must contend with […]

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Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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Kellogg to Benefit Long Term from Warehouse Shift Despite Rocky Transition (K)

Research Question: Will Kellogg’s shift from direct-store delivery to a warehouse system for its U.S. snack division boost the company’s fortunes? Companies: ADRNY, CPB, GIS, JJSF, K, KR, MDLZ, PEP, PF, POST, SJM, TGT, THS, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Kellogg Co. (K) eventually will emerge […]

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Chipotle Idea Proposal (CMG)

Chipotle Idea Proposal (CMG)

Is Chipotle still suffering from its tainted food problems?   Report Available: October 11, 2017   Blueshift’s initial research found CMG still trying to recover from the devastating effects of customer illnesses due to tainted food in its restaurants in 2015. Despite improved internal procedures, CMG had a scare in one of its locations as […]

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Grubhub to Stay Ahead of Competitors with Purchase of Eat24 (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc.’s (GRUB) purchase of Eat24 will help it keep its competitors at bay, a reversal of sentiment toward the company […]

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Kellogg Idea Proposal (K)

Kellogg Idea Proposal (K)

Will Kellogg’s shift from direct store delivery to a warehouse system boost the company’s fortunes?   Report Available: September 27, 2017   Blueshift’s initial research showed K pushing a new distribution strategy to save costs and expand margins for its snacking business, while getting all its products delivered using the same system. The move is […]

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Amazon Prime Discount Program Not a Significant Threat to Dollar Tree (DLTR, AMZN)

Research Question: Will competitive pressure from Amazon’s Prime membership discount for low-income shoppers slow Dollar Tree’s sales? Companies: AMZN, COST, DG, DLTR, FIVE, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc.’s (AMZN) Prime membership discount for low-income shoppers is not a significant threat to Dollar Tree […]

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