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Personal & Household Goods  // Browsing posts in Personal & Household Goods

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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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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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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Tempur Sealy Faces Increasing Challenges As Sealy Fades, Steinhoff Disrupts (TPX)

Research Question: Will the combination of current competitors and the possible threat from Steinhoff upend Tempur Sealy? Companies: AMZN, COST, ETR:SNH, OSTK, SCSS, TPX, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Tempur Sealy International Inc. (TPX) will struggle to grow revenue in the face of several competitive headwinds. Specifically, […]

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Tempur Sealy Idea Proposal (TPX)

Tempur Sealy Idea Proposal (TPX)

Are competitive forces conspiring to upend Tempur Sealy? Report Available: October 6, 2016   Blueshift’s initial research showed TPX facing challenges on multiple fronts, including from growing bed-in-a-box competitors, potential fallout from Steinhoff’s Mattress Firm acquisition, and rival Simmons making gains on the company’s Sealy brand. Still, TPX’s new Breeze mattress with improved cooling technology […]

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