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TGT  // Posts tagged as "TGT"

Apr 03 2014 Retail, Services

Container Store’s POP! Program Off to a Good Start in California

Research Question: What effect is The Container Store’s POP! loyalty program having on sales and traffic in its California stores? Companies: AMZN, BBBY, COST, HD, LOW, SPLS, TCS, TGT, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Visits to five California locations revealed that The Container Store Group Inc.’s (TCS) POP! […]

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Mar 31 2014 Retail, Services

Dollar Store Growth Expected to Remain Strong Throughout 2014

Research Question: Will dollar stores continue to thrive in 2014, or is the recent period of growth cyclical and nearing its end? Companies: BIG, CVS, DG, DLTR, FDO, FRED, RAD, TGT, TSE:DOL, WAG, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Dollar stores’ sales will continue to grow through year’s end, […]

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LULU Continues to Stand Out As Women’s Activewear Leader

Research Question: Is Lululemon’s reign of the women’s activewear market coming to a close? Companies: ADDYY, DKS, GPS, HBI, JWN, KRX:081660, LULU, M, NKE, PVH, TGT, VFC, UA, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Lululemon Athletica Inc. (LULU) remains the top women’s activewear producer and is not at risk […]

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New Consoles’ Enhanced Download Feature Not Yet a Threat to GameStop

Research Question: What does the enhanced digital downloading capability of new game consoles mean for game disc sales and the software tie ratio of consoles sold at GameStop? Companies: AMZN, BBY, EBAY, GME, MSFT, TGT, TYO:6758/SNE, TYO:7974/NTDOY, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Physical discs continue to be the […]

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Kraft Alone in Being Open to GMCR K-Cup Partnership; Peet’s Ready for Battle

Research Question: Will private-label manufacturers choose to partner with Green Mountain Coffee Roasters or compete head-to-head with the company? By: Reverdy Johnson Companies: BBBY, COST, DNKN, GMCR, KR, KRFT, LCUT, NC, SBUX, SJM, SPLS, SWY, TGT, TSE:THI/THI, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Joh. A. Benckiser’s Peet’s is highly unlikely to partner […]

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Aug 16 2013 Retail, Services

Lululemon Recovering Nicely from Sheer Pants Problem

Research Question: Will concerns over its sheer pants continue to derail Lululemon? By: Reverdy Johnson Companies: DKS, ETR:ADS, GPS, ICON, JCP, LULU, NKE, PVH, TGT, TJX, UA, VFC, WMT Click here to download the report (.pdf)   Summary of Findings Twenty-eight of 29 sources said Lululemon Athletica Inc. (LULU) has recovered from issues surrounding its sheer yoga […]

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GMCR Bar Codes No Concern for Private Labels, Lawsuit Threat Could Be

Research Question: WillGMCR’s potential move to bar codes on K-Cups and a Keurig brewer that scans them stop the momentum for private-label K-Cup manufacturers before it really gets started? By: Reverdy Johnson Companies: AMZN, BBBY, COST, GMCR, KR, KRFT, LCUT, NC, PEET, SBUX, SVU, SWY, TGT, THS, WMT, UL Click here to download the report (.pdf)   […]

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Private-Label Threat Brewing for Green Mountain’s K-Cups

Research Question: Are Green Mountain’s K-Cup sales slowing as a result of private-label competition? Which channels are being affected most? By: Reverdy Johnson Companies: AMZN, BBBY, COST, GMCR, KR, KRFT, LCUT, NC, PEET, SBUX, SVU, SWY, TGT, WMT Click here to download the report (.pdf)   Summary of Findings †  Private Label Private-label K-Cups are poised to compete […]

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Li & Fung’s Advantages Outweigh Higher Fees; Clients Stay Loyal

Research Question: How much pressure are Li & Fung’s two revenue streams under? By: Reverdy Johnson Companies: COH, CRI, GPS, HKG:0494, HKG:1913, LON:BRBY, NKE, TGT, VFC, WMT Click here to download the report (.pdf)   Summary of Findings According to all nine sources, Li & Fung Ltd.’s (HKG:0494) two revenue streams are not under significant pressure, given the […]

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Ulta Sitting Pretty for Rest of Year But Needs a Better Online Presence

Research Question: Will increasing competition and slowing industry sales stall Ulta’s growth in 2013? By: Susan Jennings Kantari Companies: AMZN, BBBY, CVS, EPA:MC, JWN, M, RAD, SBH, TGT, ULTA, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Stores, customers and suppliers continue to see strength for Ulta Salon, Cosmetics & Fragrances Inc. (ULTA). […]

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