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TGT  // Posts tagged as "TGT"

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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May 16 2013 Retail, Services

Demand for Premium Pet Food Boosts PetSmart’s Competition

Research Question: How is PetSmart’s business? What are its competitive threats, especially with regard to pet food? By: Reverdy Johnson Companies: AMZN, CAG, CL, PETM, PETS, PG, SWY, TGT, VTX:NESN, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Demand for premium pet food is growing rapidly across all channels, and these higher-priced products […]

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May 09 2013 Food & Beverage, Retail

Supervalu Initiatives a Good Start But Will Do Little in the Short Term

Research Question: Will a renewed focus on its Save-A-Lot discount stores, smaller regional banner stores, and wholesale business lead to a turnaround for Supervalu in 2013? By:  Susan Jennings Kantari Companies: COST, KR, RNDY, SVU, TGT, WFM, WMT Click here to download the report (.pdf)   Summary of Findings Supervalu Inc.’s (SVU) recent initiatives have received early […]

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Mar 22 2013 Retail

Dollar Stores in Position for Sales Growth in 2013

Research Question: Will dollar stores benefit from increasingly budget-conscious consumers or experience softening demand? By: Ryan Duck Companies: BIG, CVS, DG, DLTR, FDO, FRED, TGT, WAG, WMT Click here to download the report (.pdf)   Summary of Findings Sales so far in 2013 at Dollar General Corp. (DG) and Family Dollar Stores Inc. (FDO) have remained consistent with […]

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