Food & Beverage // Browsing posts in Food & Beverage
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 […]
Update: TreeHouse Still Focused on Larger Accounts, Raises Prices More Than Competitors (THS)
Research Question: Will the operational changes at TreeHouse lead to sales increases? Can they help TreeHouse stave off competitors? Companies: AMZN, CAG, COST, CVS, K, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings In a continuation of trends found in Blueshift Research’s 2 […]
Kellogg Sales Stabilizing Amid Rocky Shift to Warehouse; Growth Plan Should Help (K)
Research Question: Will Kellogg’s new growth strategy turn around declining sales? Companies: ADRNY, AMZN, CPB, GIS, JJSF, K, KO, KR, LNCE, MDLZ, PEP, PF, POST, SJM, TGT, THS, UNFI, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Kellogg Co. (K) still is experiencing some logistical struggles with its […]
TreeHouse Firm on Price and Focused on Large Retailers (THS)
Research Question: Can TreeHouse Foods overcome retailers pushing down prices and competitors looking to take share? Companies: AMZN, CAG, COST, CVS, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings TreeHouse Foods Inc. (THS) and many of its private-label manufacturing competitors are standing up […]
Dim Prospects for UNFI’s Margin Rebound As Challenges Grow (UNFI)
Research Question: Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Companies: AMS:AD, AMZN, BABA, KR, SFM, SVU, UNFI, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings United Natural Foods Inc. (UNFI) has little hope […]
Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)
Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]
Kellogg to Benefit Long Term from Warehouse Shift Despite Rocky Transition (K)
Research Question: Will Kellogg’s shift from direct-store delivery to a warehouse system for its U.S. snack division boost the company’s fortunes? Companies: ADRNY, CPB, GIS, JJSF, K, KR, MDLZ, PEP, PF, POST, SJM, TGT, THS, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Kellogg Co. (K) eventually will emerge […]
Grubhub to Stay Ahead of Competitors with Purchase of Eat24 (GRUB)
Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Grubhub Inc.’s (GRUB) purchase of Eat24 will help it keep its competitors at bay, a reversal of sentiment toward the company […]
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