Clothing & Accessories // Browsing posts in Clothing & Accessories
Off-Price Retail Apparel Margins Not Returning to Peak Despite Long-Term Optimism (BURL, ROST, TJX)
Research Question: How quickly can the off-price retail apparel sector return to peak margins? Companies: BURL, GPS, JWN, M, RL, ROST, TGT, TJX, UA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Off-price retail apparel companies are not expected to return to peak margins in the short to medium […]
Nike Better Equipped to Handle Inventory Challenges Than Competitors (NKE)
Research Question: Is Nike managing the expected inventory shortage well enough to mitigate concerns as the holiday shopping season begins? Companies: ASCCY, ADDYY, BIRD, BRK.A, CROX, DECK, DKS, FL, LULU, NKE, UA, WWW By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Shoe inventory for Nike Inc. (NKE) and all other […]
Nike Idea Proposal (NKE)
Is Nike managing the expected inventory shortage well enough to mitigate concerns as the holiday shopping season begins? Report Available: November 11, 2021 Blueshift’s initial research found NKE and other footwear and apparel companies anticipating inventory shortages because of factory shutdowns in Vietnam, where about half their footwear products are manufactured. Congestion at U.S. […]
LULU’s Apparel Runway is Huge; Tougher Path in Fitness, Shoes
Research Question: Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand? AAPL, ADDDF, GPS, HNNMY, LEVI, LULU, NKE, PTON, PUMSY, RL, TJX, TPR, TYO:7936, UA, VFC, WWW By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Lululemon Athletica Inc. (LULU) has ample room to […]
Lululemon Idea Proposal (LULU)
Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand? Report Available: September 30, 2021 Blueshift’s initial research found LULU thriving as its pricey line of athleisure wear intersects key fitness trends. The company has lofty ambitions to capitalize on its strong brand name in activewear by pushing […]
Ulta Stores to Recover From Pandemic; Online Continues to Shine (ULTA)
Research Question: Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? AMZN, EL, JWN, KSS, LVMUY, M, REV, SBH, TGT, ULTA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Customers are returning to Ulta Beauty Inc. (ULTA) stores, with traffic and sales increasing […]
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 […]
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