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Consumer Goods  // Browsing posts in Consumer Goods

Signet Jewelers Idea Proposal (SIG)

Signet Jewelers Idea Proposal (SIG)

Will Signet bounce back with improved sales for Mother’s Day? Report Available: May 22, 2017   Blueshift’s initial research shows SIG off to a slow start in 2017 as holiday sales and Valentine’s Day sales were both disappointing. A sexual harassment scandal hasn’t helped matters. The company has vowed to improve its e-commerce platform, which […]

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Apr 27 2017 Automotive, Consumer Goods

Advance Auto Parts Makes Incremental Progress, Amazon Is a Far-Off Threat (AAP)

Research Question: Is Advance Auto Parts succeeding with its operational improvements in the commercial market to drive its turnaround and fend off rising online competition? Companies: AAP, AMZN, AZO, EBAY, GM, GPC, IEP, KMX, LKQ, ORLY, TEN, WMT   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts […]

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Ulta No Quick Fix for Estee Lauder’s MAC, But Too Faced on Track for Solid Growth (EL, ULTA)

Research Question: Can Estée Lauder penetrate and compete in the open-sell makeup channel? Companies: EL, ELF, FB, JWN, LVMUY, LRLCY, LVMH, M, REV, TYO:4911, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Estée Lauder Companies Inc.’s (EL) efforts to successfully enter the open-sell makeup channel will not […]

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Tailored Brands Idea Proposal (TLRD)

Tailored Brands Idea Proposal (TLRD)

Will Tailored Brands’ shift from deep discounting to a fresher look aimed at millennials be the catalyst for improved performance? Report Available: May 24, 2017   Blueshift’s initial research found TLRD faltering on several fronts in Q4, with soft traffic, poor sales, and higher-than-expected losses from its start-up tuxedo business partnership with Macy’s. A tough […]

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Deckers Progresses with Its DTC Initiative, But Its UGG Brand May Not Benefit (DECK)

Research Question: Will Deckers’ direct-to-consumer initiative help its UGG brand survive the sales and traffic decline of department stores and malls? Companies: AMZN, BABA, BOOT, BRK.A/B, BZUN, DECK, GOOG/GOOGL, NKE, WMT, WWW By: David Franklin Click here to download report (.pdf)   Summary of Findings Deckers Outdoor Corp.’s (DECK) direct-to-consumer (DTC) initiative is unlikely to […]

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Mar 30 2017 Automotive, Idea Proposals

Advance Auto Parts Idea Proposal (AAP)

Advance Auto Parts Idea Proposal (AAP)

Is Advance Auto Parts succeeding with its operational improvements in the commercial market to drive its turnaround and fend off rising online competition? Report Available: April 26, 2017   Blueshift’s initial research shows AAP focused on its five-year plan to turn itself around, seeing some fruits of that effort in the fourth quarter of 2016 […]

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Whirlpool Idea Proposal (WHR)

Whirlpool Idea Proposal (WHR)

Will Whirlpool maintain its growth trend in 2017 given the highly competitive and promotional appliances marketplace? Report Available: May 17, 2017   Blueshift’s initial research of WHR and its 10 different brands across the premium, mass market, and value home appliance spectrum revealed strength in most of the brands that has driven five consecutive years […]

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Rising Delinquencies the New Normal for Subprime Auto Lending

Research Question: Are rising delinquencies of subprime auto loans signs of a bubble set to burst, or are they the new normal? Companies: ALLY, CACC, COF, F, GM, JPM, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Rising delinquencies are the new normal for the subprime auto loan industry. […]

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Estee Lauder Idea Proposal (EL)

Estee Lauder Idea Proposal (EL)

Can Estee Lauder successfully penetrate and compete in the specialty makeup segment? Report Available: April 13, 2017   Blueshift’s initial research shows EL adversely affected by the decline in traffic in department stores, its core distribution channel. In an effort to stay current and go where the customers are, EL is pushing into the specialty […]

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Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Will Deckers’ UGG survive the decline of the department store and the mall by growing its direct to consumer revenue? Report Available:April 12, 2017   Blueshift’s initial research shows DECK pivoting to emphasize its direct-to-consumer channel after another poor performance in the wholesale channel as department stores and malls continue their steady decline. DECK’s ecommerce […]

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