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Consumer Goods  // Browsing posts in Consumer Goods

Wearables Market Still Percolating But Fitbit’s Ionic Not Resonating (FIT)

Research Question: Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share? Companies: AAPL, ASX:CAT, FIT, FOSL, GOOG/GOOGL, GRMN, KORS, KRX:005930/005935 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Demand for basic wearables such as activity trackers should remain strong this holiday season, […]

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Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Will household debt and credit card and auto loan delinquencies further suppress positive returns for the subprime lending industry?   Report Available: January 5, 2018   Blueshift’s initial research shows that Q3 household debt jumped to more than $9 trillion. Non-bank subprime auto loan delinquencies are rising at twice the rate of traditional bank loans. Credit […]

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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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