Food & Beverage // Browsing posts in Food & Beverage
Chewy Idea Proposal (CHWY)
Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins? Report Available: March 19, 2020 Blueshift’s initial research showed CHWY continuing its strong growth after its June 2019 IPO and a focus on margin expansion through private label foods and pet medication sales. But there are questions as […]
Kraft Heinz Idea Proposal (KHC)
Will 2020 be the year Kraft Heinz sees sales improvement from its turnaround effort? Report Available: February 13, 2020 Blueshift’s ongoing research found KHC continuing to struggle through the pains of its significant turnaround effort. KHC has been slow to grow its top line as consumer preferences shift to minimally-processed foods with less brand […]
Price Pressure, Competition Coming for Beyond Meat But Demand Not Slowing (BYND)
Research Question: Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Companies: BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Beyond Meat Inc. (BYND) is not close to getting the cost of its […]
Beyond Meat Idea Proposal (BYND)
Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Report Available: January 22, 2020 Blueshift’s initial research found rapid growth for BYND in terms of revenues and distribution points for its plant-based meats. Major tests are underway with key potential partners that could put BYND on the path to […]
Hain’s Product Rationalization Will Work; Innovation, Promotion Still Needed (HAIN)
Research Question: Is Hain’s portfolio rationalization working? Are retail buyers able to push back? Companies: BYND, CAG, CPB, DF, GIS, HAIN, K, KHC, TAP, THS By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The Hain Celestial Group Inc.’s (HAIN) portfolio rationalization received strong endorsements from sources who said it is […]
Hain Celestial Idea Proposal (HAIN)
Is Hain’s portfolio rationalization working? Are retail buyers able to push back? Report Available: November 26, 2019 Blueshift’s initial research found HAIN making moves to become smaller, faster growing, and more profitable. This includes selling underperforming (and some growth) brands, as well as eliminating SKUs to help the company simplify its business. This puts […]
Papa John’s Beginning to See Better Days (PZZA)
Research Question: Is Papa John’s seeing any sales increases as a result of its turnaround effort? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, QSR, TSX:MTY, UBER, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Papa John’s International Inc. (PZZA) is on the road to recovery as its turnaround efforts […]
Papa John’s Idea Proposal (PZZA)
Is Papa John’s seeing any sales increases as a result of its turnaround effort? Report Available: October 31, 2019 Blueshift’s ongoing research found PZZA slowly emerging from the depths of its disastrous 2017 and 2018 caused by a sharp decline in sales and its founder and former CEO John Schnatter’s damaging comments and behavior. […]
Demetrix, Amyris among IP Leaders for Biosynthetic Cannabinoids (ACB, AMRS, FONE, GWPH, OGI, TSX;CRON, TSX:IN, TSX:WEED, XON))
Research Question: Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Companies: ACB, AMRS, CSE:WLLW, FONE, GWPH, OGI, TEVA, TSX:CRON, TSX:IN, TSX:WEED, XON By: Seth Agulnick Click here to download report (.pdf) Summary of Findings A co-founder of Demetrix Inc., the chief science officer of Aurora […]
Papa John’s Turnaround Faces Uphill Climb That Will Take Time (PZZA)
Research Question: Will Papa John’s turnaround initiatives reverse declining sales? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, UBER, YUM By: David Franklin Click here to download report (.pdf) Summary of Findings Papa John’s International Inc. (PZZA) faces a formidable challenge in reversing its sales decline and improving its brand image. Sources think it can […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
