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Retail  // Browsing posts in Retail

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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Whole Foods Struggling to Overcome Competition, Prices, Perception

Research Question: Will Whole Foods overcome its perception and reality problems related to high prices and overcharging on weighed food? Companies: COST, CVS, DLTR, KR, FDO, FWM, RNDY, SFM, TFM, TGT, UNFI, WFM, WMT Click here to download the report (.pdf) By: Reverdy Johnson   Summary of Findings Whole Foods Market Inc. (WFM) has mounting difficulties […]

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Fitbit Whisper

Fitbit Whisper

Research Question: Will Fitbit avoid being a one-trick pony that fades into obscurity? Report Available: Sept. 11, 2015   Blueshift’s initial research shows many doubting if FIT can maintain its valuation given its narrow product line and innovative competition. However, investors may be overly focused on FIT’s wearable devices. FIT’s data platform tracks and stores user health data, […]

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Deckers Whisper

Deckers Whisper

Research Question: Can Deckers meet its own high expectations despite declining popularity in its UGG Classics? Report Available: Sept. 2, 2015   Blueshift’s initial research shows DECK setting ambitious goals for the holiday season as it launches new products within its core and non-core segments. DECK also hopes to ramp up its direct-to-consumer channel where it sees […]

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Whole Foods Whisper

Whole Foods Whisper

Research Question: Will Whole Foods overcome its perception and reality problems related to high prices and overcharging on weight in 2015? Report Available: August 20, 2015   Blueshift’s initial research shows that slowing comps, share loss, and public image still plague WFM. In response, the company launched the 365 store, a new chain that will target value shoppers who […]

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Jun 19 2015 Retail, Services

Refrigerated Pet Food Market Ripe for Freshpet’s Expansion Plans

Research Question: Can Freshpet successfully expand its fridge locations at the rate of 2,000 per year? Companies: CENT, FRPT, NSRGY, SJM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Freshpet (FRPT) can achieve its plans of installing 2,000 refrigerators in stores each year. Consumers are driving the demand for premium […]

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