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Food & Beverage  // Browsing posts in Food & Beverage

Jan 23 2013 Food & Beverage, Retail

Green Mountain’s K-Cup Sales Climbing, Private-Label Threat Muted for Now

Research Question: Are Green Mountain’s Keurig and K-Cup sales and inventory levels on track to meet expectations for the holiday season and early 2013? By: Reverdy Johnson Companies: COST, DNKN, GMCR, JAH, KRFT, KR, LCUT, SBUX, SVU, SWY, TGT, WMT Click here to download the report (.pdf)   Summary of Findings Seven of 11 office supply and online […]


Oct 31 2012 Food & Beverage, Retail

Tim Hortons Sees Share Plateau Following McCafé Launch in Canada

Research Question: Will McDonald’s Canadian store renovations, including the addition of McCafé premium coffee products, cause a loss in share for Tim Hortons? By: Reverdy Johnson Companies: BKW, DNKN, MCD, SBUX, THI/TSE:THI, WEN Click here to download the report (.pdf)   Summary of Findings Fifteen of 24 non-customer sources who commented said Tim Hortons Inc. (THI/TSE:THI) is a […]


Oct 04 2012 Food & Beverage, Retail

Urban Outfitters’ Short-Term Sales Buoyed by On-Trend Inventory

Research Question: What are Urban Outfitters suppliers saying about sales growth and inventory for the next three to six months? By: Ryan Duck & Carolyn Marshall Companies:  ANF, BIT:LUX/LUX, GES, GPS, JWN, MCE:ITX, STO:HM-B, TYO:9983, URBN Click here to download the report (.pdf)   Summary of Findings Blueshift’s Aug. 16 report focused on Urban Outfitters Inc.’s (URBN) brand image […]


GMCR’s K-Cup to Lose Share Based on Generics’ Price; Competitor Quality a Question

Research Question: With several K-Cup patents expiring, will Green Mountain Coffee experience a significant decrease in sales as competition heats up? By: Reverdy Johnson Companies: BBBY, DNKN, GMCR, KFT, KR, NESN:VX, SBUX, SJM, SVU, SWY, THS Click here to download the report (.pdf)   Summary of Findings Eighteen of 24 sources believe Green Mountain Coffee Roasters Inc.’s (GMCR) […]


Aug 16 2012 Food & Beverage, Retail

UNFI Warehouse System Upgrades Seamless, Will Boost Margins

Research Question: Will UNFI’s upgraded warehouse systems improve its margins? By: Susan Jennings Kantari Companies: SWY, UNFI, WFM Click here to download the report (.pdf)   Summary of Findings United Natural Foods Inc.’s (UNFI) upgraded warehouse systems will improve its margins starting immediately. UNFI suppliers and buyers in large part have had no disruptions in day-to-day operations […]


Jul 26 2012 Food & Beverage, Retail

Sysco’s ERP Rollout on Track, but Rising Food Costs a Concern

Research Question: Will ERP rollout delays and rising food costs hurt Sysco’s margins? By:  Susan Jennings Kantari Companies: SAP, SYY Click here to download the report (.pdf)   Summary of Findings Sysco Corp.’s (SYY) margins could decline as much as 10% due to rising food costs, although the company has been able to pass some price increases […]


Jul 19 2012 Food & Beverage, Retail

The Fresh Market’s Veteran Stores Thriving, Expect SSS Increase

Research Question: Will sales at The Fresh Market’s existing stores suffer amid the company’s aggressive store expansion? By: Reverdy Johnson Companies: KR, RNDY, SWY, TFM, WFM Click here to download the report (.pdf)   Summary of Findings The Fresh Market Inc.’s (TFM) existing locations have not suffered from the entrance of new stores. The specialty grocer category in […]


Jun 28 2012 Food & Beverage, Retail

SWY’s Just for U Needs to Evolve Further to Alter Shopping Behavior

Research Question: Will Safeway revolutionize couponing and alter consumer behavior with its “Just for U” program? By:  Ryan Duck Companies: COST, SVU, SWY, WMT Click here to download the report (.pdf)   Summary of Findings Safeway Inc.’s (SWY) “Just for U” program will not revolutionize couponing or significantly alter consumer behavior anytime soon. Greater industry and consumer […]


May 31 2012 Food & Beverage, Retail

Burger King Menu, Ads Increase Chances of Recapturing Throne (QSR)

Research Question: Will Burger King’s $750-million brand investment, including a revamped menu, let it regain the No. 2 burger-chain spot it lost to Wendy’s? By: Reverdy Johnson Companies: AFCE, BKW, JUSH, JACK, MCD, SONC, TAST, WEN Click here to download the report (.pdf)   Summary of Findings Burger King Worldwide Holdings Inc. (BKW) sales have increased up […]


GMCR’s Keurig Safe from SBUX’s Verismo; Threatened by Patent Expiration (GMCR, SBUX)

Research Question: How will new competition from Starbucks affect Green Mountain Coffee Roasters’ market share? By:  Reverdy Johnson Companies: AMZN, BBBY, COST, DNKN, KSS, GMCR, SBUX, THS Click here to download the report (.pdf)   Summary of Findings Ten of 12 sources knowledgeable about Starbucks Corp.’s (SBUX) Verismo said it will not dramatically affect Green Mountain Coffee […]