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M  // Posts tagged as "M"

Ulta No Quick Fix for Estee Lauder’s MAC, But Too Faced on Track for Solid Growth (EL, ULTA)

Research Question: Can Estée Lauder penetrate and compete in the open-sell makeup channel? Companies: EL, ELF, FB, JWN, LVMUY, LRLCY, LVMH, M, REV, TYO:4911, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Estée Lauder Companies Inc.’s (EL) efforts to successfully enter the open-sell makeup channel will not […]

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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 […]

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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 […]

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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 […]

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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 […]

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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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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 […]

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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 […]

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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 […]

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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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