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Consumer Goods  // Browsing posts in Consumer Goods

Dollar Tree Idea Proposal (DLTR, DG)

Dollar Tree Idea Proposal (DLTR, DG)

Are Dollar Tree’s integration initiatives at its Family Dollar stores producing cost savings and sales growth? Report Available: February 15, 2017   Blueshift’s initial research shows DLTR making progress with the integration of the Family Dollar (FDO) stores the company acquired in July 2015. DLTR and its customers have said the FDO stores are cleaner, […]

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Carter’s Idea Proposal (CRI)

Carter’s Idea Proposal (CRI)

Will Carter’s wholesale business withstand private label competition in 2017? Report Available: February 10, 2017   Blueshift’s initial research shows CRI’s wholesale business facing a challenge from an increased focus on private label brands in its partner stores, while also seeing demand decline at mall-based retailers. But the company is pushing its online strategy with […]

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Netgear Idea Proposal (NTGR)

Netgear Idea Proposal (NTGR)

Will Netgear’s commercial and retail business segments achieve expected 10% revenue growth in 2017? Report Available: February 2, 2017   Blueshift’s initial research found NTGR counting heavily on its retail and commercial segments to drive growth in 2017. The company introduced a new Nighthawk wireless router, an improved Arlo security camera, and unveiled the Orbi […]

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Skechers Idea Proposal (SKX)

Skechers Idea Proposal (SKX)

Will Skechers’ domestic wholesale business continue to be a drag or will new products revive the brand in 2017? Report Available: February 1, 2017   Blueshift’s initial research found SKX scuffling in the U.S. due to a challenging retail environment that included a glut of discounted, name-brand footwear in the second half of 2016. However, […]

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Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Did Deckers’ new UGG Slim and Classic II boots drive holiday sales and reinvigorate the brand?   Report Available: January 26, 2017   Blueshift’s initial research shows DECK struggling to energize the UGG brand. Warm weather led to inventory surpluses last year, and a shift in consumer preference has hampered sales. The introduction of the […]

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Signet Jewelers’ Holiday Sales Lacked Luster (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: AMZN, CPH:PNDORA, NILE, SIG, TIF, TYO:7762 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Holiday sales were somewhat lackluster overall for the 11 repeat sources at Signet Jewelers Ltd.’s (SIG) brand stores despite the optimism voiced […]

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Dec 21 2016 Consumer Goods

Lack of Trust, Transparency, Support Slows Adoption of Etsy’s Seller Services (ETSY)

Research Question: Why are more Etsy sellers not signing up for its seller services? Companies: AMZN, BABA, EBAY, ETSY, FB, FDX, FRA:DPW, GOOG/GOOGL, INTU, PYPL, SHOP, STMP, TWTR By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Etsy Inc.’s (ETSY) success with its seller services is largely dependent on the size […]

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ServiceMaster’s ServSmart App Popular, But Not a Game Changer for AHS (SERV)

Research Question: Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Companies: SERV, SHLD By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The ServSmart app from me is very popular among ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield contractors and has provided […]

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J.C. Penney Idea Proposal (JCP)

J.C. Penney Idea Proposal (JCP)

Will J.C. Penney’s turnaround effort regain momentum or stall in 2017? Report Available: January 19, 2017   Blueshift’s initial research shows JCP hitting a third-quarter speed bump in its recovery, but expressing optimism about Q4 as the company’s return to appliance sales appears to be off to a good start. While clothing retailers were hurt […]

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Signs of Solid Holiday for Signet Brands; Industry Outlook Flat for 2017 (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: BRK.A/B, CPH:PNDORA, NILE, SIG, TIF Click here to download report (.pdf) By: Reverdy Johnson   Summary of Findings Expectations are high for jewelry industry sales this holiday season, backed by strong shopping in early December. This bodes well for Signet Jewelers […]

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