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Food & Beverage  // Browsing posts in Food & Beverage

Monster Beverage Faces Uphill Battle to Grow Share in 2022 (MNST)

Research Question: Will Monster return to growing its market share in 2022? Companies: CELH, DG, KO, KR, MNST, PEP, SBUX, STZ, TAP, WMT   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Monster Beverage Corp. (MNST) will be challenged to grow its market share in 2022. Customers are increasingly looking […]

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Monster Beverage Idea Proposal (MNST)

Monster Beverage Idea Proposal (MNST)

Will Monster return to growing its market share in 2022? Report Available: February 3, 2022   Blueshift’s ongoing research found MNST losing market share in the energy drinks category as Red Bull and CELH outperform, while also seeing gross margin pressure from higher aluminum, logistics, and distribution costs.  MNST is trying to combat this trend […]

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Price Increase Good Start for Dollar Tree, But A Lot of Work Left (DLTR)

Research Question: Will price increases be the beginning of Dollar Tree’s turnaround? Companies: AMZN, DG, DLMAF, DLTR, FIVE, KR, TGT, WM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Raising prices is a good first step in Dollar Tree Inc.’s (DLTR) turnaround effort, but a lot more work remains to […]

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Dollar Tree Idea Proposal (DLTR, DG)

Dollar Tree Idea Proposal (DLTR, DG)

Will price increases be the beginning of Dollar Tree’s turnaround? Report Available: December 16, 2021   Blueshift’s initial research found DLTR underperforming the market and peer DG since its acquisition of Family Dollar in 2015. It has suffered from disappointing traffic, a lagging topline, high freight costs, and pressured margins. It responded by raising prices […]

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Celsius’ Growth Sustainable; Will Benefit From Stronger Distribution, Marketing (CELH)

Research Question: Is Celsius’ growth sustainable? Companies: CELH, KO, MNST, PEP, TAP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Celsius Holdings Inc. (CELH) can sustain its growth, according to nine of 12 sources in the distribution and sales channels, competitors, and industry specialists. Celsius is an established leader in […]

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Celsius Holdings Idea Proposal (CELH)

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 […]

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Chewy Idea Proposal (CHWY)

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, […]

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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, […]

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Beyond Meat Idea Proposal (BYND)

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, […]

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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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