Personal & Household Goods // Browsing posts in Personal & Household Goods
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 […]
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 […]
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, […]
Sally Beauty’s CosmoProf Challenged by Slow Salon Recovery, Changing Distribution Model (SBH)
Research Question: Is Sally Beauty’s CosmoProf business seeing a COVID-19-related slowdown amid DIY solutions and stylists considering competitors? Companies: AMZN, HENKY, LRLCY, LVMUY, SBH, ULTA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Sales at salons are not back to pre-COVID-19 levels, presenting challenges to product distributors like Sally Beauty […]
Sally Beauty Holdings’ CosmoProf Idea Proposal (SBH)
Is Sally Beauty’s CosmoProf business seeing a COVID-related slowdown amid DIY solutions and stylists considering competitors? Report Available: October 9, 2020 Blueshift’s initial research found Sally Beauty Holding’s CosmoProf in a position to potentially see a slowdown in sales as a result of COVID-19. The distributor of salon brands and supplies to stylists saw […]
Chewy’s Sales Increase Sustainable; Autoship Sticky for New Customers (CHWY)
Research Question: Will Chewy’s recent strong sales trend continue as states begin to reopen? Companies: AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, FB, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The sales gains Chewy Inc. (CHWY) experienced during the COVID-19 […]
Chewy’s Sales to Slow in 2020; Pet Meds Better Prospect than Private Label (CHWY)
Research Question: Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins? Companies: AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Chewy Inc.’s (CHWY) sales in 2020 are […]
Chewy Idea Proposal (CHWY)
Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins? Report Available: March 19, 2020 Blueshift’s initial research showed CHWY continuing its strong growth after its June 2019 IPO and a focus on margin expansion through private label foods and pet medication sales. But there are questions as […]
Ulta Has What It Takes to Hold Off E-commerce and DTC Challenge (ULTA)
Research Question: Can Ulta defend itself against e-commerce and direct-to-consumer competition? Companies: AMZN, COTY, EL, ELF, EPA:OR, LVMUY, M, SBH, TGT, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) is expected to be able to defend itself from online and direct-to-consumer (DTC) competition, […]
Ulta Beauty Idea Proposal (ULTA)
Can Ulta defend itself against e-commerce and direct-to-consumer competition? Report Available: February 20, 2020 Blueshift’s ongoing research found ULTA continuing to hold off challenges at the retail level as it innovates, forms and markets exclusive partnerships, adjusts to evolving product/category trends like skincare, and develops its digital offering. But its ecommerce performance was at […]
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