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Consumer Goods  // Browsing posts in Consumer Goods

Hugo Boss’ Shift to Casual Will Succeed Over Time; New Lines Impress (ETR:BOSS)

Research Question: Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe? Companies: BME:ITX, EPA:CDI, EPA:KER, ETR:BOSS, FRA:AAH, GOOS, HKG:0458, KORS, LON:BRBY, LON:TED, PVH, RL, STO:HM-B By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Hugo Boss AG (ETR:BOSS) remains on […]

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Ulta Not Yet Threatened by Online Sales or Shifting Beauty Trends (ULTA)

Research Question: Do shifting beauty product trends and online sales growth mean Ulta’s successful run has peaked? Companies: AMZN, COTY, CVS, EL, ELF, EPA:OR, JNJ, LVMUY, PG, REV, TGT, TYO:4911, TYO:4922, ULTA, UN, VTX:NESN, WBA, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ulta Beauty Inc. (ULTA) should be […]

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Kellogg Idea Proposal (K)

Kellogg Idea Proposal (K)

Will Kellogg’s new growth strategy turn around declining sales?   Report Available: March 21, 2018   Blueshift’s initial research showed K’s distribution change to the warehouse model from direct delivery paying off as earnings beat forecast slightly and margins improved with cost savings from the new strategy, though sales dropped and still look shaky. K announced its […]

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Wayfair Idea Proposal (W)

Wayfair Idea Proposal (W)

Will Wayfair’s larger-than-expected losses continue or will the company’s sales growth move it toward profitability? Report Available: March 28, 2018   Blueshift’s initial research found W disappointing with a larger-than-expected loss in its most recent quarter, despite strong revenue and sales growth. This only furthers questions about the company’s ability to be profitable. W also faces […]

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Aaron’s Progressive Leasing Continues Solid Growth Rate (AAN)

Research Question: Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Companies: AAN, AMZN, BBY, RCII, SYF, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Aaron’s Inc.’s (AAN) Progressive Leasing will continue its rapid pace of growth, according to industry specialists and store personnel at retailers […]

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Hugo Boss Idea Proposal (BOSS)

Hugo Boss Idea Proposal (BOSS)

Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe?   Report Available: February28, 2018   Blueshift’s initial research found BOSS in the midst of a sales recovery with growing expectations for 2018. The company is shifting its branding efforts to emphasize more casual looks and […]

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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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Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

Is Ulta’s slowdown a sign that the company’s successful run has peaked, or is this just a bump in the road?   Report Available: February 23, 2018   Blueshift’s initial research found ULTA showing signs of concern as trends change in the beauty industry and growing competition looks to take share in the category. Despite double […]

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Aaron’s Progressive Leasing Idea Proposal (AAN)

Aaron’s Progressive Leasing Idea Proposal (AAN)

Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Report Available: February 8, 2018   Blueshift’s initial research found that Progressive Leasing, AAN’s lease-to-own option for retailers, is growing significantly, outperforming AAN’s store business. Progressive is adding new accounts from national retailers like SIG and seeing retailers like CONN switch to Progressive from […]

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