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Food & Beverage  // Browsing posts in Food & Beverage

PepsiCo Needs a Clearer, More Focused Marketing Message (PEP, KO)

Research Question: Will PepsiCo’s $500 million marketing investment, with a focus on its new Pepsi Next beverage, enable it to regain share from Coca-Cola? By:  Ryan Duck Companies: DPS, KO, PEP Click here to download the report (.pdf)   Summary of Findings Sources doubted PepsiCo Inc.’s (PEP) $500 million marketing investment would help the company recapture share […]

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Mar 29 2012 Food & Beverage, Retail

New Soups Will Update Campbell’s Image But May Confuse Consumer (CPB)

Research Question: Will a new pricing strategy and more than 50 new products help Campbell Soup improve its profits and reverse declining sales? By: Ryan Duck Companies: CAG, COSI, CPB, GIS, PNRA, TYO:2897, UL, UN, WAG, WFM Click here to download the report (.pdf)   Summary of Findings Sources questioned whether Campbell Soup Co.’s (CPB) upcoming product rollout and […]

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Feb 23 2012 Food & Beverage, Retail

Supply Chain Continues The Fresh Market’s Successful Expansion (TFM)

Research Question: How is The Fresh Market’s expansion progressing? By: Reverdy Johnson Companies: KR, SWY, TFM, WFM Click here to download the report (.pdf)   Summary of Findings The Fresh Market Inc.’s (TFM) expansion is progressing at a steady, deliberate pace. Management has established a well-honed customer profile and enlisted a national network of realty specialists to […]

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Feb 23 2012 Food & Beverage, Retail

SodaStream Update, 2012 Off to Good Start, Except at Big Box Stores (SODA)

Research Question: What is the trend with SodaStream in the first two months of 2012? By: Ryan Duck Companies: BBBY, BBY, COST, JCP, M, SODA, TGT Click here to download the report (.pdf)   Summary of Findings Nine of 11 retail/department stores said SodaStream International Ltd. (SODA) sales have been positive to start 2012, with two indicating […]

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Jan 12 2012 Food & Beverage, Retail

SodaStream’s Retail Expansion Continues But Red Flags Persist (SODA)

Research Question: How is SodaStream progressing with its U.S. retail expansion, and how were its holiday equipment and consumable sales? By: Ryan Duck Companies: AMZN, BBBY, BBY, COST, COT, JCP, KFT, KO, KSS, PEP, SHLD, SODA, SPLS, WMT Click here to download the report (.pdf)   Summary of Findings Heavy discounting, limited flavor selections, a lack of new […]

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Price Hikes, Patent Expiration Major Concerns for Green Mountain (GMCR)

Research Question: How are sales for Green Mountain’s products, and is its current market share sustainable? By: Reverdy Johnson Companies: DNKN, GMCR, HAIN, JAH, KFT, LCUT, NC, NESN:VX, SBUX, THS Click here to download the report (.pdf)   Summary of Findings Aside from store personnel, sources were more guarded in their tone and outlook on Green Mountain Coffee […]

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New Burgers, Refocus on Core Products Helping Wendy’s Sales (WEN)

Research Question: Will new products allow Wendy’s to increase sales and capture new customers? By: Reverdy Johnson Companies: BKC, CMG, DIN, DRI, EAT, JACK, MCD, PNRA, WEN, YUM Click here to download the report (.pdf)   Summary of Findings The Wendy’s Co.’s (WEN) new Hot ‘N Juicy burger line and the “W” burger are driving sales, according […]

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Nov 03 2011 Food & Beverage, Retail

Smart Locations, Demand for Fresher Foods Feeds The Fresh Market’s Expansion (TFM)

Research Question: As The Fresh Market expands, can it succeed outside of its core markets? By: Reverdy Johnson Companies: HTSI, KR, SVU, SWY, TFM, WFM, WINN, WMT Click here to download the report (.pdf)   Summary of Findings The Fresh Market Inc.’s (TFM) expansion is expected to be a success because of the company’s strong management, high-quality […]

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Oct 27 2011 Food & Beverage, Retail

Growth, Expansion Brisk for Teavana Despite Steep Sales Tactics (SBUX, TEA)

Research Question: Can Teavana maintain strong sales and successful store expansion despite its aggressive sales tactics? By: Ryan Duck Companies: AMS:UNA/UN, LON:ABF, LON:ULVR/UL, TEA, WFM Click here to download the report (.pdf)   Summary of Findings Teavana Holdings Inc.’s (TEA) perceived aggressive sales tactics have not stopped customers from purchasing tea and tea-related products. All seven customer […]

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Oct 13 2011 Food & Beverage, Retail

Popeyes on the Rise with LTOs, New Management, Cost Savings (AFCE, PLKI)

Research Question: Will menu changes, new store openings, and new management drive Popeyes’ sales and help grow the business? By: Reverdy Johnson Companies: AFCE, YUM Click here to download the report (.pdf)   Summary of Findings Increased sales for AFC Enterprises Inc.’s (AFCE) Popeyes Louisiana Kitchen are being driven by new limited-time offers (LTOs), which are exceeding […]

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