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Consumer Goods  // Browsing posts in Consumer Goods

QVC Buoyed by Loyal Customers But Faces Worrisome Trends (QVCA)

Research Question: Will Liberty Interactive’s QVC return to revenue growth in the fourth quarter and beyond? Companies: AMZN, EBAY, ETSY, HSNI, KSS, M, QVCA, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Liberty Interactive Corp.’s QVC Group (QVCA) has a loyal customer base and a track record of […]

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Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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Signet Jewelers Idea Proposal (SIG)

Signet Jewelers Idea Proposal (SIG)

Will Signet Jewelers overcome industry deceleration to excel this holiday season? Report Available: December 14, 2016   Blueshift’s initial research shows SIG rebounding this fall after a poor second quarter that was affected by accusations of fake diamond swapping. As half of SIG’s business falls into the bridal category, Millennials’ unconventional approach to diamonds is […]

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Restoration Hardware’s Turnaround Needs More Work, Time (RH)

Research Question: Will Restoration Hardware’s aggressive action plan be the catalyst that reverses its yearlong decline and drives growth in the fourth quarter and 2017? Companies: AMZN, BBBY, RH, W, WSM By: David Franklin Click here to download report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) turnaround effort remains a work in progress. […]

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ServiceMaster Idea Proposal (SERV)

ServiceMaster Idea Proposal (SERV)

Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Report Available: December 16, 2016   Blueshift’s initial research shows SERV rolling out ServSmart, an innovative app for its technicians and customers alike; technology aimed at increasing efficiency for home warranty service calls. It holds great potential to transform […]

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Etsy Idea Proposal (ETSY)

Etsy Idea Proposal (ETSY)

Why aren’t more Etsy sellers signing up for its Seller Services? Report Available: December 21, 2016   Blueshift’s initial research shows ETSY with an opportunity to grow its revenue through its seller services, designed to provide sellers with simple, powerful tools to help them manage their ETSY business. But sellers have not yet embraced these […]

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Dollar Tree’s Integration Progressing, But More Time Needed to Affect Family Dollar (DLTR)

Research Question: Are Dollar Tree’s integration initiatives with its Family Dollar stores creating cost savings and driving revenue growth? Companies: BRK.A/B, DG, DLTR, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings A little more than a year into the ongoing integration by Dollar Tree Inc. (DLTR), Family Dollar […]

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QVC Group Idea Proposal (QVCA)

QVC Group Idea Proposal (QVCA)

Will QVC return to revenue growth in the fourth quarter and beyond? Report Available: December 8, 2016   Blueshift’s initial research reveals QVCA sales declining in Q3, facing some customer backlash for its shipping charges, adjusting its credit terms in the face of rising bad debts, and integrating its Zulily acquisition.   Observations After years […]

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Restoration Hardware Idea Proposal (RH)

Restoration Hardware Idea Proposal (RH)

Will Restoration Hardware’s aggressive action plan be the catalyst that reverses its yearlong decline and drives growth in Q4 and 2017?   Report Available: November 30, 2016   Blueshift’s initial research shows the difficulty RH has had over the past 12 months navigating in a competitive and challenging industry during a time of a general […]

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Nov 02 2016 Automotive, Consumer Goods

Advance Auto Parts Is Not Making Progress in the Commercial Market (AAP)

Research Question: Is Advance Auto Parts having enough success in the commercial market to reverse its declining sales and to drive its turnaround? Companies: AAP, AMZN, AZO, EBAY, GPC, IEP, ORLY By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts Inc.’s (AAP) efforts in the commercial market have […]

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