Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

M  // Posts tagged as "M"

Carter’s Wholesale Business Squeezed by Private Label; Amazon Not a Solution Yet (CRI)

Research Question: Will Carter’s wholesale business withstand private-label competition in 2017? Companies: AMZN, CRI, FINL, FL, HBI, JCP, KSS, M, NKE, PLCE, RL, ROST, TGT, TJX, WMT, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Carter’s Inc. (CRI) faces an uphill battle in the wholesale channel, combatting the rise […]

Read more...

Hope for J.C. Penney’s Turnaround Not Extinguished by Subpar Q4 (JCP)

Research Question: Will J.C. Penney’s turnaround efforts regain momentum or stall in 2017? Companies: ADDYY, AMZN, BBY, BONT, COLM, DDS, GE, GPS, HD, HGG, IR, JCP, JWN, KRX:003555, KRX:005930/005935, KSS, LOW, M, NKE, RL, SHLD, TPX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Despite its uneven fourth-quarter performance, C. Penney […]

Read more...

QVC Buoyed by Loyal Customers But Faces Worrisome Trends (QVCA)

Research Question: Will Liberty Interactive’s QVC return to revenue growth in the fourth quarter and beyond? Companies: AMZN, EBAY, ETSY, HSNI, KSS, M, QVCA, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Liberty Interactive Corp.’s QVC Group (QVCA) has a loyal customer base and a track record of […]

Read more...

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 […]

Read more...

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 […]

Read more...

Deckers Idea Proposal

Deckers Idea Proposal

Research Question: Did back-to-school and fall sales of Deckers’ UGG shearling and non-shearling boots outperform last year for retailers and distributors? Report Available: Dec. 16, 2015   Blueshift’s initial research shows Deckers has a tall order to fill in achieving its predicted 11% sales growth in its Q3. Brick and mortar apparel retailers have been suffering […]

Read more...

Men’s Wearhouse Idea Proposal

Men’s Wearhouse Idea Proposal

Research Question: Will the ending of Jos. A. Bank’s aggressive promotions and its focus on a younger demographic revitalize the brand? Report Available: Nov. 20. 2015   Blueshift’s initial research shows MW finally pulling the plug on Jos. A. Bank’s aggressive promotional strategies and attempting to inject life into the chain with a new line of […]

Read more...

Boot Barn Feeling Negative Effects of Oil and Gas Production Slowdown

Research Question: Will Boot Barn overcome negative sales trends caused by the oil and gas slowdown and pricing headwinds? Companies: AMZN, BRK-A/BRK-B, BOOT, BURL, CAB, IACI, JCP, M, RCKY, ROST, TJX, TSCO, WWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Boot Barn Holdings, Inc. is feeling the negative effects of the […]

Read more...

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 […]

Read more...

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 […]

Read more...