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M  // Posts tagged as "M"

Feb 28 2012 Retail

Ulta, Overall Beauty Industry Will Grow in 2012

Research Question: Can Ulta continue its successful 2011 campaign in 2012? By: David Franklin Companies: CVS, EL, EPA:MC, EPA:OR, JCP, JWN, M, REV, RGS, SBH, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Twenty store managers, beauty industry specialists, suppliers and customers expect Ulta Salon, Cosmetics & Fragrance Inc.’s (ULTA) to […]

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Feb 23 2012 Food & Beverage, Retail

SodaStream Update, 2012 Off to Good Start, Except at Big Box Stores (SODA)

Research Question: What is the trend with SodaStream in the first two months of 2012? By: Ryan Duck Companies: BBBY, BBY, COST, JCP, M, SODA, TGT Click here to download the report (.pdf)   Summary of Findings Nine of 11 retail/department stores said SodaStream International Ltd. (SODA) sales have been positive to start 2012, with two indicating […]

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Jan 10 2012 Retail

Chinese Retail Manufacturers Sales and Wages Up; Bank Deposit Ratios At Risk

Research Question: What are retail clothing manufacturing trends in China, with an emphasis on materials and wages? By: Reverdy Johnson and Susan Jennings-Kantari Companies: ADS:DE/AG, BRK.A, DIS, EXPR, HMB:SS, ICON, JCP, JNY, KSS, LTD, LON:NXT, M, RL SHLD, TGT, TJX, TYO:8136, URBN, VFC, WMT, ZUMZ Click here to download the report (.pdf)   Summary of Findings Wages increased as […]

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Nov 22 2011 Retail

Promos Push Ulta’s Year-End Sales; Salon Demand Up

Research Question: Aided by new products, will Ulta continue to experience strong sales for the remainder of 2011? By: Ryan Duck Companies: CVS, EPA:MC, EPA:OR, LINTA, M, SBH, TGT, ULTA, WMT Click here to download the report (.pdf)   Summary of Findings Ulta Salon, Cosmetics & Fragrance Inc.’s (ULTA) fall sales have been strong thanks to its […]

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Aug 19 2011 Retail

Ulta Brings Makeup to the Masses Through Promos, Selection, Locations

Research Question: Will Ulta continue its same-store sales growth and discount levels through the remainder of 2011? By: David Franklin,  Reverdy Johnson and Ryan Duck Companies: AMZN, COST, CVS, EL, EPA:MC, EPA:OR, JCP, JWN, M, SBH, SKS, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Ulta Salon, Cosmetics & Fragrance […]

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Shoppers Face Higher Back-to-School Prices, Lower Quality

Research Question: What are back-to-school retail pricing trends, and how are these affecting consumer demand? By: Susan Jennings Kantari Companies: AEO, ANF, ARO, BKE, CRI, DKS, EXPR, GPS, JCP, KSS, M, PSUN, TGT, VFC Click here to download the report (.pdf)   Summary of Findings Retailers’ back-to-school prices are as much as 20% higher year to year. […]

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Consumers Sharpen Shopping Skills to Offset Higher Prices

Research Question: How will anticipated price increases on merchandise affect retail stores and consumer demand? By: Susan Jennings Kantari Companies: ANF, ANN, ARO, BKE, CATO, DDS, GPS, GYMB, JCP, JNY, KSS, M, MCE:ITX, ROST, SHLD, SMRT, STO:HMB, TGT, TJX, URBN, VFC, WMT Click here to download the report (.pdf)   Summary of Findings Retail prices have increased, according […]

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Sales Growth for Ulta, Industry Should Continue This Summer (ULTA)

Research Question: Will Ulta maintain same-store sales growth for summer 2011? By: Susan Jennings Kantari Companies: CVS, EL, EPA:MC, JCP, JWN, M, PG, REV, RGS, TYO:4452, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Ulta Salon, Cosmetic & Fragrance Inc.’s (ULTA) revenue and popularity should continue to grow this summer through the […]

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Chico’s Discounts on Par with Competitors’ (CHS)

Research Question: Is Chico’s FAS Inc. (CHS) increasing its discounting to drive same-store sales? By: Susan Jennings Kantari Companies: ANN, CHS, CWTR, DDS, GPS, KSS, M Click here to download the report (.pdf)   Summary of Findings Only one of four Chico’s and White House Black Market customer sources expects to pay full price at these stores. Two […]

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Higher Fabric Costs Cause Snags for Midrange, Low-End Retailers

Research Question: How will rising clothing prices affect retail brands, and which companies are best positioned to weather these higher costs without hurting demand? By: Susan Jennings Kantari Companies: AEO, ANF, ANN, BKE, DDS, DECK, EPA:MC, ETR:ADS, EXPR, GES, GPS, HBI, HOTT, JCG, JCP, JNY, JWN, KCP, KSS, LIZ, M, NKE, PSUN, PVH, RL, SKS, STO:HMB, TGT, […]

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