Food & Beverage // Browsing posts in Food & Beverage
Celsius Holdings Idea Proposal (CELH)
Is Celsius’ growth sustainable? Report Available: October 13, 2021 CELH has had a great first half of 2021 and appears set up for a successful second half of the year as well. Functional energy drinks are carving out their niche and gaining mainstream momentum. The overall energy drink space continues to thrive. But competition […]
Chewy Idea Proposal (CHWY)
Will Chewy’s growth slow as reopening accelerates? Report Available: August 19, 2021 Blueshift’s ongoing research found CHWY still posting strong sales results and continued high expectations for growth. The company has nearly 20 million active customers and its autoship feature accounts for nearly 70% of revenue. But sales growth slowed from the prior quarter, […]
Beyond Meat Shows Stable Growth, Potential in Chicken (BYND)
Research Question: Will supply shortages and rising prices of traditional meat provide an opening for Beyond Meat to make lasting gains? Companies: ACI, BYND, CAG, K, KR, MCD, NSRGY, PEP, QSR, TSN, WMT, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Beyond Meat Inc.’s (BYND) sales are growing steadily, […]
Beyond Meat Idea Proposal (BYND)
Will supply shortages and rising prices of traditional meat provide an opening for Beyond Meat to make lasting gains? Report Available: July 22, 2021 Blueshift’s ongoing research found BYND’s retail store sales surging but its foodservice unit struggling to regain its footing from the pandemic. Rising prices and product shortages for traditional meat, however, […]
Food Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well
Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Food delivery orders have increased significantly in April—compared to our March 24 report when they had not yet seen any immediate additional […]
Supply Chain Disrupted but Grocery, Big Box Stores Thriving Anyway
Research Question: How is the coronavirus affecting the grocery supply chain? Companies: AMZN, BYND, COLD, COST, CPB, DRI, GIS, GRUB, HAIN, K, KHC, KR, MDLZ, SFM, TGT, THS, UNFI, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The grocery supply chain is struggling to keep up with surging […]
No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)
Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Food delivery orders have not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]
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 […]
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