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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 […]
Burberry Idea Proposal (LON:BRBY)
Will Burberry’s upmarket move to the luxury category lead to a successful turnaround story for the company? Report Available: September 27, 2018 Blueshift’s initial research found BRBY on the verge of introducing the first collection from its new creative director as it looks to move more firmly into the luxury category. The brand […]
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 […]
Hugo Boss’ Turnaround Efforts Slowed by Mediocre Spring/Summer Sales in Europe (ETR:BOSS)
Research Question: Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe? Companies: BME:ITX, CPH:HM-B, EPA:CDI, EPA:KER, ETR:BOSS, FRA:AAH, GOOS, HKG:0458, KORS, LON:BRBY, LON:TED, PVH, RL By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Hugo Boss AG (ETR:BOSS) has had […]
Update: Ulta Not Hurt by Reselling Allegations; Sales Still Climbing (ULTA)
Research Question: Are the makeup reselling allegations having any lasting effect on Ulta sales? Companies: AMZN, COTY, CVS, EBAY, EL, ELF, EPA:OR, JNJ, LVMUY, PG, REV, TGT, TYO:4911, TYO:4922, ULTA, UN, VTX:NESN, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings All seven sources interviewed for this report update […]
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