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Consumer Goods  // Browsing posts in Consumer Goods

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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Cruise Lines Primed for Smooth Sailing in the 2018 Wave Season (CCL, RCL, NCLH)

Research Question: Will booking growth for wave season 2018 continue to be ahead of last year’s pace? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Early trends show wave season bookings are ahead of last year’s pace and are expected to continue at […]

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2018 Subprime Lending Returns Will Be Solid for Some But Challenging for Others

Research Question: Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry? Companies: ALLY, BAC, CACC, COF, CPSS, FCAU, FMCC, GM, JPM, KMX, SC, TRU, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Subprime lenders with disciplined yet dynamic underwriting […]

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United Natural Foods Inc. Idea Proposal (UNFI)

United Natural Foods Inc. Idea Proposal (UNFI)

Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Report Available: January 31, 2018   Blueshift’s initial research found UNFI coming off a strong quarter, boosted by sales to Whole Foods following the latter’s acquisition by AMZN. UNFI’s margins continue to suffer, however, […]

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Treehouse Foods Idea Proposal (THS)

Treehouse Foods Idea Proposal (THS)

Can Treehouse Foods overcome retailers pushing down prices and competitors looking to take share? Report Available: February 1, 2018   Blueshift’s initial research shows THS fighting to overcome a difficult year. The company is still struggling to integrate its CAG acquisition as the company’s business was in worse shape than expected. THS also must contend with […]

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Hugo Boss’ Rebranding and Focus on Men’s Casual Wear in Europe Will Succeed (ETR:BOSS)

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

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