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Retail  // Browsing posts in Retail

Sep 30 2015 Retail, Services

PVH’s Calvin Klein Continues Marked, But Gradual, Improvement

Research Question: Will building momentum behind PVH’s Calvin Klein push the brand to leap forward or show only continued incremental gains? Companies: BKE, BOSSY, ICON, JWN, KORS, LVMUY, M, PERY, PVH, RL, VFC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings PVH Corp.’s (PVH) Calvin Klein continues to make progress in its revitalization efforts […]

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Skechers Continues to Walk Tall Worldwide

Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Companies: ADDYY, NKE, SKX, TYO:7936, UA By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) should be able to sustain its strong recent growth throughout 2015 and into 2016, according to […]

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Sep 23 2015 Retail, Services, Technology

Apple Watch Continues Disruption of Traditional Watchmakers

Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Companies: AAPL, AMS:TOM2, BBY, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, INTC, JSE:CFR, LVMUY, NKE, TYO:6952, TYO:7762, TYO:8050, UA, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings As reported in Blueshift’s April 8, 2015 Apple Watch […]

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Dollar Tree Idea Proposal

Dollar Tree Idea Proposal

  Research Question: Can Dollar Tree turn around the poor-performing Family Dollar? Report Available: October 22, 2015   Blueshift’s initial research shows DLTR’s acquisition of Family Dollar may require more investment than originally anticipated. However, DLTR has laid out several strategies to improve the blundering chain it bought, and many have faith the company will fully deliver […]

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Sep 11 2015 Retail, Services, Technology

Fitbit Will Continue Domination of the Activity/Fitness Tracker Market

Research Question: Will Fitbit continue to dominate the wearable category in the short and long term? Companies: AAPL, AMS:TOM2, FIT, GOOG/GOOGL, GPRO, GRMN, KRX:003550, KRX:005930, MSFT, NKE, PAOTF, TPE:2357, UA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Fitbit Inc. (FIT) will continue to dominate the activity/fitness tracker wearables category […]

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DECK Unable to Revive Classic UGG Boot or to Create Interest in New UGG Products

Research Question: Can Deckers meet its own high expectations despite the declining popularity in its UGG Classic shearling boots? Companies: COLM, DECK, SKX, VFC By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings This is the first part of Blueshift Research’s two-part report on Deckers Outdoor Corp.’s (DECK) UGG brand. This […]

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Boot Barn Idea Proposal

Boot Barn Idea Proposal

Research question: Will Boot Barn overcome negative sales trends caused by the oil and gas slowdown and pricing headwinds? Report Available: Oct. 14, 2015   Blueshift’s initial research shows BOOT stores near oil and gas fields are under pressure given the slowdown in the oil boom. BOOT is also facing difficult comps with its Sheplers acquisition because of […]

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Apple Watch Idea Proposal

Apple Watch Idea Proposal

Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Report Available: September 23, 2015   Blueshift’s initial research shows that the recently published Apple Watch sales estimates may have tempered some fears that it would fall markedly short of expectations. AAPL, BBY, and other supporters assuredly believe that Apple Watch has been […]

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Skechers Idea Proposal

Skechers Idea Proposal

Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Report Available: September 24, 2015   Blueshift’s initial research shows no end in sight for SKX’s growth spurt. The company is fine-tuning its international supply chain and marketing to fuel its grueling pace. But, despite most of its product lines […]

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PVH Idea Proposal

PVH Idea Proposal

Research Question: Will building momentum behind PVH’s Calvin Klein push the brand to leap forward or show only continued incremental gains? Report Available: September 25, 2015   Blueshift’s initial research shows PVH’s Calvin Klein performing better in Europe, but it remains flat in the U.S. Calvin Klein’s provocative ad campaigns are drawing  attention and its shop-in-shops are boosting sales, but […]

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