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Food & Beverage  // Browsing posts in Food & Beverage

Sprouts Farmers Market Whisper

Sprouts Farmers Market Whisper

Research Question: Can Sprouts Farmers Market fend off competition while expanding into new regions? Companies Covered: Sprouts Farmers Market (SFM), Whole Foods (WFM), Kroger (KR), The Fresh Market (TFM), Fairway (FWM), Natural Grocers by Vitamin Cottage (NGVC) Report Available: August 13, 2014   Blueshift’s initial research shows Sprouts growing at a rapid pace with strong same-store […]

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Keurig 2.0 Won’t Save GMCR from Unlicensed Marketshare Grab

Research Question: Can Keurig Green Mountain successfully consolidate market share through the development of its Keurig 2.0? Companies: BBBY, COST, DNKN, GMCR, JAH, JAMN, KR, KRFT, MDLZ, VTX:NESN, SBUX, SJM, SWY,  TGT, THI, THS, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings The introduction of the Keurig 2.0 will not enable Keurig […]

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Sysco’s Buying, Pricing Power Could Rise After US Foods Deal

Research Question: How will Sysco’s purchase of US Foods change the dynamics of the food distribution industry in the United States? Companies: AMZN, ARMK, COST, PINC, SDXAY, SYY, TSN, WMT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Sysco Corp. (SYY) is poised to reap significant benefits from its proposed acquisition of […]

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Sysco Whisper

Sysco Whisper

Research Question: How will Sysco’s purchase of US Foods change the dynamics of the food distribution industry in the United States? Companies Covered: Sysco (SYY), United National Food Inc. (UNFI), C.H Robinson Worldwide (CHRW), Chef’s Warehouse (CHEF) Report Available: April 17, 2014   Blueshift’s initial research indicates that the pending acquisition of US Foods by Sysco has […]

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Keurig Green Mountain Whisper

Keurig Green Mountain Whisper

Research Question: Can Keurig Green Mountain successfully consolidate market share through the development of its Keurig 2.0? Companies Covered: Keurig Green Mountain (GMCR) Report Available: April 10, 2014   Blueshift’s initial research indicates Keurig Green Mountain taking steps to consolidate the K-Cup marketplace with a new brewer, despite facing competition from private label manufacturers.   Observations After […]

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California Drought Whisper

California Drought Whisper

Research Question: Will California’s drought lead to product changes and price hikes in the food, beverage, and restaurant industry in 2014? Companies Covered: McDonalds (MCD), Wendy’s (WEN), Chipotle (CMG), General Mills (GIS), Doctor Pepper-Snapple (DPS), The J.M. Smucker Company (SJM), The Hain Celestial Group (HAIN), Constellation Brands (STZ), Valmont Industries (VMI), Lindsay Corporation (LNN), Deere & Co. (DE) […]

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Kraft Alone in Being Open to GMCR K-Cup Partnership; Peet’s Ready for Battle

Research Question: Will private-label manufacturers choose to partner with Green Mountain Coffee Roasters or compete head-to-head with the company? By: Reverdy Johnson Companies: BBBY, COST, DNKN, GMCR, KR, KRFT, LCUT, NC, SBUX, SJM, SPLS, SWY, TGT, TSE:THI/THI, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Joh. A. Benckiser’s Peet’s is highly unlikely to partner […]

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Juice Whisper

Juice Whisper

Research Question: Which company is best placed to harness growth in the natural and organic juice market and is that growth sustainable? Companies Covered: Coca-Cola (KO), Starbucks (SBUX), Whole Foods (WFM), Hain Celestial Group (HAIN)   Blueshift’s initial research shows the juice market experiencing rapid growth as manufacturers expand their operations, but juicing could be another fad lacking […]

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Green Mountain Whisper

Green Mountain Whisper

Research Question: Will private label manufacturers choose to partner with GMCR or compete with them head to head? Companies Covered: Green Mountain Coffee Roasters (GMCR) Report Available: October 10, 2013   Blueshift’s initial research shows GMCR trying to license private labels to expand its empire, but large companies pose the biggest hurdle for GMCR to overcome as private […]

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GMCR Bar Codes No Concern for Private Labels, Lawsuit Threat Could Be

Research Question: WillGMCR’s potential move to bar codes on K-Cups and a Keurig brewer that scans them stop the momentum for private-label K-Cup manufacturers before it really gets started? By: Reverdy Johnson Companies: AMZN, BBBY, COST, GMCR, KR, KRFT, LCUT, NC, PEET, SBUX, SVU, SWY, TGT, THS, WMT, UL Click here to download the report (.pdf)   […]

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