Personal & Household Goods // Browsing posts in Personal & Household Goods
Ulta Is Well Positioned to Continue Fending Off Amazon (ULTA)
Research Question: How much longer can Ulta Beauty hold off Amazon? Companies: AMZN, COTY, CVS, EL, EPA:CDI, EPA:KER, EPA:MC/LVMUY, EPA:OR, JWN, M, TGT, TYO:4922, TYO:4911, ULTA, WMT By: Reverdy Johnson Click here to view report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) is well positioned to keep com Inc. (AMZN) at bay for […]
Ulta Beauty Idea Proposal (ULTA)
How much longer can Ulta hold off Amazon? Report Available: February 27, 2019 Blueshift’s initial research found ULTA’s sales growing in stores and online as the company maintains its dedicated customers with new product launches, promotions, and the perks of its loyalty program. ULTA continues to open stores at a brisk pace, successfully fending […]
Dollarama’s Expansion and Growth Will Not Be Affected by Miniso (TSE:DOL)
Research Question: Will competition from rapidly expanding Miniso derail Dollarama’s growth? Companies: AMZN, DG, DLTR, FIVE, TGT, TSE:CTC.A, TSE:DOL, TSE:EMP.A, TSE:HBC, TSE:L, TYO:7453, WMT By: David Franklin Click here to download report (.pdf) Summary of Findings Miniso, a lifestyle discount variety retailer growing rapidly in Canada, will not derail Dollarama Inc. (TSE:DOL), the country’s […]
Kingfisher’s Castorama Stores in Poland Will Continue to Outperform (LON:KGF)
Research Question: Why are Kingfisher’s Castorama stores in Poland outperforming the rest of the company? Is this sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings All 10 sources said sales at Kingfisher plc’s (LON:KGF) Castorama stores in Poland have increased year to year. Five said sales are […]
Update: Ulta Not Hurt by Reselling Allegations; Sales Still Climbing (ULTA)
Research Question: Are the makeup reselling allegations having any lasting effect on Ulta sales? Companies: AMZN, COTY, CVS, EBAY, EL, ELF, EPA:OR, JNJ, LVMUY, PG, REV, TGT, TYO:4911, TYO:4922, ULTA, UN, VTX:NESN, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings All seven sources interviewed for this report update […]
Ulta Not Yet Threatened by Online Sales or Shifting Beauty Trends (ULTA)
Research Question: Do shifting beauty product trends and online sales growth mean Ulta’s successful run has peaked? Companies: AMZN, COTY, CVS, EL, ELF, EPA:OR, JNJ, LVMUY, PG, REV, TGT, TYO:4911, TYO:4922, ULTA, UN, VTX:NESN, WBA, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) should be […]
Wayfair Idea Proposal (W)
Will Wayfair’s larger-than-expected losses continue or will the company’s sales growth move it toward profitability? Report Available: March 28, 2018 Blueshift’s initial research found W disappointing with a larger-than-expected loss in its most recent quarter, despite strong revenue and sales growth. This only furthers questions about the company’s ability to be profitable. W also faces […]
Aaron’s Progressive Leasing Continues Solid Growth Rate (AAN)
Research Question: Will Aaron’s Progressive Leasing unit continue to grow at its current pace? Companies: AAN, AMZN, BBY, RCII, SYF, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Aaron’s Inc.’s (AAN) Progressive Leasing will continue its rapid pace of growth, according to industry specialists and store personnel at retailers […]
Hugo Boss Idea Proposal (BOSS)
Will Hugo Boss’ rebranding efforts and focus on growing its casualwear line lead to improved sales in Europe? Report Available: December 14, 2017 Blueshift’s initial research shows Hugo Boss simplifying its brand away from its traditional color labels and into two distinct bands, HUGO and BOSS. Amid this shift, there is also an increased […]
Fitbit Idea Proposal (FIT)
Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share? Report Available: December 7, 2017 Blueshift’s initial research found FIT losing ground as its device shipments are declining. It is estimated that by years end, FIT will have fallen to third place in the wearables market with […]
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