Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Food & Beverage  // Browsing posts in Food & Beverage

More Losses Likely for Post’s Michael Foods Due to Avian Influenza

Research Question: Will Michael Foods mitigate the loss of 25% of its egg supply by renegotiating customer contracts and raising prices so profitability falls by only $20 million in fiscal 2015? Companies: CAG, CALM, KRFT, POST, MCD, SYY By: David Franklin Click here to download the report (.pdf)   Summary of Findings It is unlikely that […]

Read more...

Post Holdings/Michael Foods Whisper

Post Holdings/Michael Foods Whisper

Research Question: Will Michael Foods mitigate the impact of its 25% reduction in egg supply by renegotiating customer contracts and raising prices so profitability falls by only $20 million in fiscal 2015 as the company states? Report Available: July 29, 2015   Blueshift’s initial research shows POST’s Michael Foods directly affected by the Avian Influenza. However, […]

Read more...

Panera Bread Whisper

Panera Bread Whisper

Research Question: Is the rollout of Panera 2.0 increasing store traffic, throughput, and easing congestion without causing cost overruns? Companies Covered: Panera Bread Co (PNRA), Chipotle Mexican Grill (CMG), Wendy’s (WEN), Domino’s Pizza (DPZ), Papa John’s, (PZZA), Sonic (SONC), Yum Brands (YUM), Einstein Noah Restaurant Group (BAGL), Starbucks (SBUX), Buffalo Wild Wings (BWLD), Noodles & […]

Read more...

Constellation Brands’ Beers Soaking Up More of the Market

Research Question: Will Constellation Brands’ beer brands continue to outperform the market, or have they plateaued? Companies: AMS:HEIA/HINKY, BUD, DEO, SAM, SBMRY, STZ, TAP By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Nineteen of 21 sources who commented expect Constellation Brands’s (STZ) beers to continue to outperform the market. The remaining […]

Read more...

Sysco’s Power Will Grow, Even With Loss of US Foods Customers

Research Question: Will Sysco reap great rewards as a result of its acquisition of US Foods, or will customer defections offset any gains? Companies: AMZN, ARMK, CAG, CMG, COST, LON:CPG, DIN, MCD, MDAS, PINC, PNRA, QSR, SDXAY, SYY, TSN, UNFI, WMT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Sysco (SYY) […]

Read more...

Burger King to Remain on a Roll, Tim Hortons to Gain More from Merger

Research Question: Will the Burger King/Tim Hortons merger result in a temporary share shift or in long-term gains? Companies: CMG, DNKN, EAT, MCD, PNRA, SBUX, SONC, TAST, TSE:QSR, QSR, WEN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Burger King’s (3G Capital) operational improvements will help its 2015 sales, but the […]

Read more...

Sysco Whisper

Sysco Whisper

Research Question: Will Sysco successfully manage all the variables of its merger with US Foods? Companies Covered: Sysco (SYY), Aramark (ARMK), United National Food (UNFI), Costco (COST), Walmart (WMT) Report Available: Feb. 19, 2015   Blueshift’s initial research shows Sysco and US Foods’ preexisting initiatives combined with merger synergies should result in meeting the $600 […]

Read more...

Constellation Brands Whisper

Constellation Brands Whisper

Research Question: Will Constellation Brands’ beer brands continue to outperform the market or have they plateaued? Companies Covered: Constellation Brands (STZ), Anheuser-Busch InBev (BUD), Molson Coors Brewing Company (TAP), SABMiller (SAB), Boston Beer Co. (SAM) Report Available: February 18, 2015   Blueshift’s initial research shows continued growth in Constellation Brands’ beer brands, especially its Modelo line, but a decline […]

Read more...

GrubHub a Positive Boost for Restaurants, Current Commissions Not a Deterrent

Research Question: Will GrubHub’s high commission fees prompt restaurant owners to seek food delivery services elsewhere? Companies: AMZN, GRUB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sixteen of 20 restaurant managers/owners interviewed by Blueshift Research said GrubHub Inc. (GRUB) is a valuable service, and plan to continue using the platform […]

Read more...

Whole Foods Primed to Fend Off Competitors But Not “Whole Paycheck” Label

Research Question: Can Whole Foods fend off the growing list of competitors in the natural and organic grocery store space? Companies: COST, FWM, KR, PUSH, RNDY, SFM, TFM, TGT, UNFI, WFM, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Whole Foods Market Inc. (WFM) will fend off the increasing […]

Read more...