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Food & Beverage  // Browsing posts in Food & Beverage

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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Dollar Tree Idea Proposal (DLTR)

Dollar Tree Idea Proposal (DLTR)

Will competitive pressure from Amazon Prime’s discount for low-income shoppers slow Dollar Tree’s sales growth?   Report Available: August17, 2017   Blueshift’s initial research shows DLTR making significant progress with its long-term growth strategies, including the integration of thousands of Family Dollar stores. When complete, DLTR is expected to emerge as a mega discount retailer […]

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Dollar Tree’s Family Dollar Integration Gaining Traction, Still a Work in Progress (DLTR)

Research Question: Are Dollar Tree’s integration initiatives for its Family Dollar stores producing cost savings and sales growth? Companies: BRK.A/B, CVS, DG, DLTR, FLO, PEP, TGT, TYO:3382, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Dollar Tree Inc.’s (DLTR) changes and initiatives for Family Dollar continue to be […]

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Dollar Tree’s Integration Progressing, But More Time Needed to Affect Family Dollar (DLTR)

Research Question: Are Dollar Tree’s integration initiatives with its Family Dollar stores creating cost savings and driving revenue growth? Companies: BRK.A/B, DG, DLTR, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings A little more than a year into the ongoing integration by Dollar Tree Inc. (DLTR), Family Dollar […]

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McDonald’s Idea Proposal (MCD)

McDonald’s Idea Proposal (MCD)

Will McDonald’s be able to combat high comps in the second half of 2016? Report Available: October 13, 2016   Blueshift’s initial research showed MCD entering the second half of 2016 against high comparable sales numbers from 2015, when the company successfully launched its all-day breakfast. Coupled with a slowing restaurant industry this summer, MCD […]

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Monster Steady in a Growing Energy Drink Market, Will Do Well in China (MNST)

Research Question: Will Monster Beverage’s sales continue to rise, or will the energy drink brand be felled by a slowing category? Companies: CPB, DANOY, KO, MNST, PEP, SBUX, TPE:1216 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The energy drink market still is in growth mode, according to 17 of 23 […]

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