Food & Beverage // Browsing posts in Food & Beverage
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 […]
Papa John’s Idea Proposal (PZZA)
Will Papa John’s turnaround initiatives reverse declining sales? Report Available: July 31, 2019 Blueshift’s initial research found PZZA trying desperately to recover from a year and a half of controversy and declining sales. PZZA’s sales were already in decline when its founder, John Schnatter, added to the problems with damaging comments and behavior. Schnatter […]
Biosynthetic Cannabinoids Idea Proposal
Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Report Available: August 8, 2019 Blueshift’s initial research found significant investment in the development of biosynthetic cannabinoids for use in medicines, foods and other products. The biosynthetic process offers the promise of major advantages in cost, scalability […]
Kraft Heinz Will Continue to Struggle Because of Lack of Innovation, Marketing (KHC)
Research Question: Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Companies: AMZN, BUD, BYND, CAG, COST, CPB, GSI, K, KHC, KR, MDLZ, MKC, PEP, PFGC, QSR, SWX:NESN, SYY, TWNK, UN, USFD, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The Kraft […]
Kraft Heinz Idea Proposal (KHC)
Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Report Available: June 20, 2019 Blueshift’s initial research found KHC grappling with a host of problems, including consumer trends away from packaged foods, slow growth, and internal accounting issues. The cost-cutting playbook that helped 3G Capital – KHC’s […]
Grubhub Starting to Lose Share to Uber Eats, DoorDash (GRUB)
Research Question: Will Grubhub wilt in 2019 under pressure from competitors? Companies: AMZN, GRPN, GRUB, MCD, NCR, YUM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Grubhub Inc. (GRUB) is losing share to Uber Eats and DoorDash, according to five of eight sources using Grubhub and competitors. This is a […]
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