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

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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Conn’s Whisper

Conn’s Whisper

Research Question: Can Conn’s succeed with its controversial in-house financing and collection practices after recently altering its underwriting standards to reduce its credit risk? Companies Covered: Conn’s Inc. (CONN), Rent-A-Center (RCII), Aaron’s (AAN), Big Lots (BIG), HHGregg (HGG) Report Available: August 14, 2014   Blueshift’s initial research shows CONN outperforming its peer group in sales growth, […]

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TPX Regains U.S. Share, Receives Mixed Reviews in Europe

Research Question: Will pricing, products and advertising drive Tempur-Sealy’s Tempur-Pedic sales in the second half of 2014? Companies: MFRM, SCSS, TPX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Tempur-Sealy International Inc.’s (TPX) Tempur-Pedic foam mattress line is in the early stages of regaining U.S. market share, with help from growing adjustable […]

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Herbalife Whisper

Herbalife Whisper

Research Question: Is Herbalife a pyramid scheme? Companies Covered: Herbalife (HLF) Report Available: June 18, 2014   Blueshift’s initial research shows Herbalife continuing to see sales and consumer growth while defending itself against pyramid scheme accusations, though numerous investigations are ongoing and the company remains under the microscope.   Observations On its Q1 earnings call, HLF reported […]

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Tempur Sealy Whisper

Tempur Sealy Whisper

Research Question: Will price, product and advertising drive Tempur Sealy sales in the second half of 2014? Companies Covered: Tempur Sealy International (TPX), Select Comfort (SCSS), Mattress Firm (MFRM) Report Available: June 25, 2014   Blueshift’s initial research shows Tempur Sealy experiencing growth through its merger, though North American sales are a soft spot and Serta is pushing […]

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Razor Blades Whisper

Razor Blades Whisper

Research Question: Can Procter & Gamble’s Gillette and Energizer’s Schick retain customer loyalty as cheaper and more personalized competition emerges from services like the Dollar Shave Club? Companies Covered: Proctor & Gamble (PG), Energizer Holdings (ENR) Report Available: March 28, 2014   Blueshift’s initial research shows the razor blade market being disrupted by new entrants offering cheaper products and […]

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