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Retail  // Browsing posts in Retail

Pandora Jewelry Idea Proposal (PNDORA)

Pandora Jewelry Idea Proposal (PNDORA)

Is Shine the answer to keep Pandora Jewelry’s bubble from bursting? Report Available: April 25, 2018   Blueshift’s initial research found Pandora struggling in its mature markets. Pandora hit a few bumps in the road in 2017 as the mall environment struggled, customer demographics are changing, and the brand is feeling pressure in the U.S. and […]

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No Roadblocks or Headwinds Will Slow Shopify This Year (SHOP)

Research Question: Will anything slow Shopify’s growth in 2018? Companies: AAPL, AMZN, BOX, CRM, EBAY, ETSY, ORCL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Growth is expected to continue this year for Shopify Inc. (SHOP) and its ecommerce customers as the company controls the SMB segment and has […]

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Hugo Boss’ Shift to Casual Will Succeed Over Time; New Lines Impress (ETR:BOSS)

Research Question: Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe? Companies: BME:ITX, EPA:CDI, EPA:KER, ETR:BOSS, FRA:AAH, GOOS, HKG:0458, KORS, LON:BRBY, LON:TED, PVH, RL, STO:HM-B By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Hugo Boss AG (ETR:BOSS) remains on […]

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Kellogg Idea Proposal (K)

Kellogg Idea Proposal (K)

Will Kellogg’s new growth strategy turn around declining sales?   Report Available: March 21, 2018   Blueshift’s initial research showed K’s distribution change to the warehouse model from direct delivery paying off as earnings beat forecast slightly and margins improved with cost savings from the new strategy, though sales dropped and still look shaky. K announced its […]

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Shopify Idea Proposal (SHOP)

Shopify Idea Proposal (SHOP)

Will anything slow Shopify down in 2018?   Report Available: March 14, 2018   Blueshift’s initial research found SHOP surging with dramatic revenue growth and more than 600,000 merchants generating over $9 billion on its platform in the fourth quarter. SHOP is adding features and partnerships to continue offering its merchants the tools to excel in […]

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Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

Is Ulta’s slowdown a sign that the company’s successful run has peaked, or is this just a bump in the road?   Report Available: February 23, 2018   Blueshift’s initial research found ULTA showing signs of concern as trends change in the beauty industry and growing competition looks to take share in the category. Despite double […]

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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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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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Ecommerce Is Driving SPS Commerce’s Growth Among Retailers and Suppliers (SPSC)

Research Question: Will SPS Commerce expand its retail network and increase wallet share among suppliers in the next 12 to 18 months? Companies: AMZN, CHUBA, DVMT, IBM, ORCL, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf)   Summary of Findings SPS Commerce Inc.’s (SPSC) sales growth will continue in the next 12 […]

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SPS Commerce Idea Proposal (SPSC)

SPS Commerce Idea Proposal (SPSC)

Will SPS Commerce expand its retail network and increase wallet share among suppliers over the next 12 to 18 months?   Report Available: October 18, 2017   Blueshift’s initial research found SPSC’s revenue growth slowing from more than 20% last year to less than 15% this year, partly because of a difficult retail environment. Recent […]

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