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Food & Beverage  // Browsing posts in Food & Beverage

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 […]

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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 […]

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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 […]

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Chewy Idea Proposal (CHWY)

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 […]

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Kraft Heinz Idea Proposal (KHC)

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 […]

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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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Beyond Meat Idea Proposal (BYND)

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 […]

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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 […]

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Hain Celestial Idea Proposal (HAIN)

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 […]

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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 […]

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