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

365 Store a Work in Progress, Whole Foods’ Turnaround Struggling

Research Questions: Will Whole Foods’ 365 store concept succeed? How is Whole Foods’ legacy store turnaround progressing? Companies: AHONY, AMZN, COST, DLTR, KR, NGVC, PUSH, SFM, TGT, UNFI, WBA, WFM, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Customers and store personnel believe Whole Foods Market Inc.’s (WFM) 365 is […]

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Tempur-Pedic Wields Pricing Power, Countered By Sealy’s Struggles

Research Question: Is Tempur Sealy handling competition from traditional brands and bed-in-a-box upstarts to the point it can push through price increases? Companies: MFRM, SCSS, TPX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Tempur Sealy International Inc.’s (TPX) Tempur-Pedic mattresses are in a category all their own, capitalizing on the […]

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Optimism Abounds That J.C. Penney’s Turnaround Is Real

Research Question: Are J.C. Penney’s new initiatives enough to lead it to sustainable success in 2016 and beyond? Companies: ADDYY, AMZN, APPCQ, BBBY, BME:ITX, CHS, COST, HBI, HD, JCP, KSS, LB, LOW, LVMUY, M, NKE, PSUNQ, PVH, RL, SHLD, SPCHA, SQBG, STO:HM-B, TGT, TYO:9983, W, WMT By: Seth Agulnick Click here to download the report […]

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TPX/Mattress Industry Idea Proposal

TPX/Mattress Industry Idea Proposal

Is Tempur Sealy handling competition from traditional brands and bed-in-a-box upstarts to the point it can push thru price increases? Report Available: May 25, 2016   Blueshift’s initial research finds the mattress industry becoming increasingly competitive with TPX facing challenges from Serta and Simmons, while also now having to contend with online retailers and innovative […]

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J.C. Penney Idea Proposal

J.C. Penney Idea Proposal

Are J.C. Penney’s new initiatives enough to lead it to sustainable success with its turnaround effort in 2016 and beyond? Report Available: May 6, 2016   Blueshift’s initial research shows J.C. Penney on the comeback trail with a new leader, initiatives to reinvigorate sales, bring more customers back the store, and increase sales per square […]

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Mattress Industry Idea Proposal

Mattress Industry Idea Proposal

Research Question: Is the mattress industry going through a price deflation or are prices holding up? Report Available: Feb. 25, 2016   Blueshift’s initial research finds strong mattress industry data through December, with future trends indicating younger home buyers driving sales. However, a turning point could be imminent as online mattress companies undercut and vilify brick and mortar stores, which could be […]

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RH Modern Line Ahead of the Trend Curve and Expectations

Research Question: Will Restoration Hardware’s traditional collections and new RH Modern line enable the company to achieve lofty Wall Street sales expectations? Companies: ETH, RH, WSM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) RH Modern line is a hit with designers and their clients. […]

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Caesarstone’s Strong Growth Is Secure As Quartz Countertops Remain on Trend

Research Question: Will Caesarstone’s strong U.S. growth rate be threatened by quartz countertop competitors and other trending countertop options? Companies: CSTE, DD, HD, LOW, KRX:000880, KRX:108670 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Caesarstone Sdot-Yam Ltd.’s (CSTE) quartz countertops will continue to benefit from the overall growing use of […]

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Caesarstone Idea Proposal

Caesarstone Idea Proposal

  Research Question: Will CSTE’s strong growth rate in the U.S. be threatened by quartz countertop competitors and other trending high-end countertop options? Report Available: Oct. 24, 2015   Blueshift’s initial research shows quartz countertops continuing to gain popularity in the U.S. as homeowners tire of granite due to its commonality and maintenance requirements. CSTE has […]

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Restoration Hardware Suppliers Sound Cautious Note on Sales

Research Question: Will demand for Restoration Hardware products continue to grow aggressively, and how are the company and its suppliers managing this growth? Companies: RH, WSM By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Both suppliers who were contacted for this quick check on Restoration Hardware Holdings Inc. (RH) expressed caution […]

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