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Consumer Goods  // Browsing posts in Consumer Goods

Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (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. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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Hugo Boss Idea Proposal (BOSS)

Hugo Boss Idea Proposal (BOSS)

Will Hugo Boss’ rebranding efforts and focus on growing its casualwear line lead to improved sales in Europe?   Report Available: December 14, 2017   Blueshift’s initial research shows Hugo Boss simplifying its brand away from its traditional color labels and into two distinct bands, HUGO and BOSS. Amid this shift, there is also an increased […]

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Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share?   Report Available: December 7, 2017   Blueshift’s initial research found FIT losing ground as its device shipments are declining. It is estimated that by years end, FIT will have fallen to third place in the wearables market with […]

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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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Acuity Will Prevail Long Term Despite Intense Competition and Price Erosion (AYI)

Research Question: Will Acuity Brands suffer as upstream LED lighting manufacturers move downstream? Companies: AYI, CREE, EPA:LR, ETN, ETR:OSR, GE, HUBB, KOSDAQ:0032500, KRX:005930/005935, LSCG, PHG, TYO:6502 By: Reverdy Johnson & David Franklin Click here to download report (.pdf)   Summary of Findings Acuity Brands Inc. (AYI) and the entire LED lighting industry are experiencing intense […]

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Select Comfort’s Smart Beds Set to Boost Sales with Superior Tech (SCSS, SNBR)

Research Question: Will smart beds help Select Comfort grow unit volume overall? Companies: ETR:SNH, SCSS, TPX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Select Comfort Corp.’s (SCSS) Sleep Number 360 smart beds will help grow overall unit volume because of superior technology that is hard to imitate and currently […]

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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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