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

Ulta No Quick Fix for Estee Lauder’s MAC, But Too Faced on Track for Solid Growth (EL, ULTA)

Research Question: Can Estée Lauder penetrate and compete in the open-sell makeup channel? Companies: EL, ELF, FB, JWN, LVMUY, LRLCY, LVMH, M, REV, TYO:4911, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Estée Lauder Companies Inc.’s (EL) efforts to successfully enter the open-sell makeup channel will not […]


Dollar Tree’s Family Dollar Integration Gaining Traction, Still a Work in Progress (DLTR)

Research Question: Are Dollar Tree’s integration initiatives for its Family Dollar stores producing cost savings and sales growth? Companies: BRK.A/B, CVS, DG, DLTR, FLO, PEP, TGT, TYO:3382, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Dollar Tree Inc.’s (DLTR) changes and initiatives for Family Dollar continue to be […]


Netgear on Track to Achieve Projected Revenue Growth in 2017 (NTGR)

Research Question: Will Netgear’s commercial and retail business segments achieve the 10% revenue growth expected by the company in 2017? Companies: ARRS, CSCO, DVMT, GOOG/GOOGL, HPE, JNPR, LOGI, NTGR, SHE:002528, TPE:2332, TPE:2357, UBNT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Netgear Inc.’s (NTGR) retail and commercial business segments are expected […]


Hope for J.C. Penney’s Turnaround Not Extinguished by Subpar Q4 (JCP)

Research Question: Will J.C. Penney’s turnaround efforts regain momentum or stall in 2017? Companies: ADDYY, AMZN, BBY, BONT, COLM, DDS, GE, GPS, HD, HGG, IR, JCP, JWN, KRX:003555, KRX:005930/005935, KSS, LOW, M, NKE, RL, SHLD, TPX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Despite its uneven fourth-quarter performance, C. Penney […]


ServiceMaster’s ServSmart App Popular, But Not a Game Changer for AHS (SERV)

Research Question: Is ServiceMaster’s ServSmart technology bringing incremental improvement or revolutionary change to its American Home Shield segment? Companies: SERV, SHLD By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The ServSmart app from me is very popular among ServiceMaster Global Holdings Inc.’s (SERV) American Home Shield contractors and has provided […]


Signs of Solid Holiday for Signet Brands; Industry Outlook Flat for 2017 (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: BRK.A/B, CPH:PNDORA, NILE, SIG, TIF Click here to download report (.pdf) By: Reverdy Johnson   Summary of Findings Expectations are high for jewelry industry sales this holiday season, backed by strong shopping in early December. This bodes well for Signet Jewelers […]


Restoration Hardware’s Turnaround Needs More Work, Time (RH)

Research Question: Will Restoration Hardware’s aggressive action plan be the catalyst that reverses its yearlong decline and drives growth in the fourth quarter and 2017? Companies: AMZN, BBBY, RH, W, WSM By: David Franklin Click here to download report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) turnaround effort remains a work in progress. […]


Tempur Sealy Faces Increasing Challenges As Sealy Fades, Steinhoff Disrupts (TPX)

Research Question: Will the combination of current competitors and the possible threat from Steinhoff upend Tempur Sealy? Companies: AMZN, COST, ETR:SNH, OSTK, SCSS, TPX, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Tempur Sealy International Inc. (TPX) will struggle to grow revenue in the face of several competitive headwinds. Specifically, […]


365 Store a Work in Progress, Whole Foods’ Turnaround Struggling

Research Questions: Will Whole Foods’ 365 store concept succeed? How is Whole Foods’ legacy store turnaround progressing? Companies: AHONY, AMZN, COST, DLTR, KR, NGVC, PUSH, SFM, TGT, UNFI, WBA, WFM, WMT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Customers and store personnel believe Whole Foods Market Inc.’s (WFM) 365 is […]


Tempur-Pedic Wields Pricing Power, Countered By Sealy’s Struggles

Research Question: Is Tempur Sealy handling competition from traditional brands and bed-in-a-box upstarts to the point it can push through price increases? Companies: MFRM, SCSS, TPX By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Tempur Sealy International Inc.’s (TPX) Tempur-Pedic mattresses are in a category all their own, capitalizing on the […]