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Ulta Beauty Idea Proposal (ULTA)
Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? Report Available: April 15, 2021 Blueshift’s ongoing research found ULTA signaling disappointing guidance for 2021 on the heels of a somewhat resurgent fourth quarter. Trends during the last year shifted significantly to digital purchases, which is estimated to represent […]
Ulta Has What It Takes to Hold Off E-commerce and DTC Challenge (ULTA)
Research Question: Can Ulta defend itself against e-commerce and direct-to-consumer competition? Companies: AMZN, COTY, EL, ELF, EPA:OR, LVMUY, M, SBH, TGT, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) is expected to be able to defend itself from online and direct-to-consumer (DTC) competition, […]
Ulta Beauty Idea Proposal (ULTA)
Can Ulta defend itself against e-commerce and direct-to-consumer competition? Report Available: February 20, 2020 Blueshift’s ongoing research found ULTA continuing to hold off challenges at the retail level as it innovates, forms and markets exclusive partnerships, adjusts to evolving product/category trends like skincare, and develops its digital offering. But its ecommerce performance was at […]
Zalando Partner Brands Not Expanding Use of ZFS (ZAL:GR)
Research Question: Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Companies: ADS:GR, ASC:LN, AMZN, BABA, EBAY, ZAL:GR By: Reverdy Johnson Summary of Findings Zalando SE’s (ZAL:GR) partner brands are not expanding their use of Zalando Fulfillment Solutions (ZFS), according to one source using ZFS and six sources who have chosen not […]
Zalando Idea Proposal (ZAL.DE)
Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Report Available: October 2, 2019 Blueshift’s initial research found Zalando with a solid Q2, growing revenue and Gross Merchandise Volume (GMV), and expansion of its Zalando Fulfillment Solutions (ZFS) as it transitions its logistics platform to have a stronger presence with its partner […]
Ulta Is Well Positioned to Continue Fending Off Amazon (ULTA)
Research Question: How much longer can Ulta Beauty hold off Amazon? Companies: AMZN, COTY, CVS, EL, EPA:CDI, EPA:KER, EPA:MC/LVMUY, EPA:OR, JWN, M, TGT, TYO:4922, TYO:4911, ULTA, WMT By: Reverdy Johnson Click here to view report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) is well positioned to keep com Inc. (AMZN) at bay for […]
Turtle Beach Idea Proposal (HEAR)
Will Turtle Beach build on its 2018 breakout or crash back to Earth in 2019? Report Available: February 13, 2019 Blueshift’s initial research found sales of HEAR headsets exploding, largely thanks to the popularity of multiplayer games like Fortnite. However, it is not clear whether such games can continue their massive growth. In a […]
Burberry Benefitting from Tisci’s New Collection As Current Sales Up Year to Year (LON:BRBY)
Research Question: What was the initial response to Burberry’s release of Riccardo Tisci’s first collection? Will this new line revitalize the brand? Companies: LON:BRBY, VIE:MC By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Burberry Group plc (LON:BRBY) is benefitting from the buzz created by the upcoming release of Riccardo […]
Burberry’s New Line Breathing Much-Needed Life into the Brand (LON:BRBY)
Research Question: What was the initial response to Burberry’s release of Riccardo Tisci’s first collection? Will this new line revitalize the brand?’ Companies: LON:BRBY By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Burberry Group plc’s release of Riccardo Tisci’s first collection since being named creative director has been a rousing […]
Fitbit Likely to Get No More Than a Short-Term Boost from the Versa (FIT)
Research Question Will Fitbit’s Versa smartwatch lead a resurgence for the company? Companies: AAPL, FIT, FOSL, GOOG/GOOGL, GRMN, HMI, KORS, KRX:005930 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Fitbit Inc.’s (FIT) newest smartwatch, the Versa, does not appear to be a sustainable hit that can reverse the struggling device […]
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