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Personal & Household Goods  // Browsing posts in Personal & Household Goods

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 […]

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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 […]

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Chewy Idea Proposal (CHWY)

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 […]

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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, […]

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Ulta Beauty Idea Proposal (ULTA)

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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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 […]

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Ulta Beauty Idea Proposal (ULTA)

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 […]

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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 […]

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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 […]

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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 […]

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