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Retail  // Browsing posts in Retail

Lululemon Idea Proposal (LULU)

Lululemon Idea Proposal (LULU)

Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand? Report Available: September 30, 2021   Blueshift’s initial research found LULU thriving as its pricey line of athleisure wear intersects key fitness trends. The company has lofty ambitions to capitalize on its strong brand name in activewear by pushing […]

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Aug 30 2021 Idea Proposals, Retail

The TJX Companies Idea Proposal (TJX)

The TJX Companies Idea Proposal (TJX)

Is TJX in position to accelerate top-line growth while also reversing a trend of declining margins? Report Available: October 21, 2021   Blueshift’s initial research found TJX delivering an unexpectedly strong Q2 on both the top and bottom lines as sales surged compared to pre-pandemic results. Company executives have laid out lofty goals for the […]

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Chewy Sales Keep Climbing, But Some Say at a Slower Pace (CHWY)

Research Question: Will Chewy’s growth slow as reopening accelerates? Companies: AMZN, CHWY, EBAY, SHOP, TGT, WMT, WOOF By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings Sales on Chewy Inc. (CHWY) are higher than a year ago, though several sources said sales growth could be slowing. Two repeat pet food manufacturer sources […]

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Chewy Idea Proposal (CHWY)

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, […]

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Facebook Shops Are Far From Delivering on Immense Promise (FB)

Research Question: Will Facebook Shops become a dominant end-to-end ecommerce platform? Companies: AAPL, AMZN, EBAY, ETSY, FB, GOOG/GOOGL, GRPN, OSTK, PINS, SHOP, SNAP, TCEHY, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Sellers are intrigued by the potential of Facebook Shops, given the unmatched reach and targeting capabilities […]

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Ulta Stores to Recover From Pandemic; Online Continues to Shine (ULTA)

Research Question: Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? AMZN, EL, JWN, KSS, LVMUY, M, REV, SBH, TGT, ULTA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Customers are returning to Ulta Beauty Inc. (ULTA) stores, with traffic and sales increasing […]

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Ulta Beauty Idea Proposal (ULTA)

Ulta Beauty Idea Proposal (ULTA)

Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? Report Available: April 15, 2021   Blueshift’s ongoing research found ULTA signaling disappointing guidance for 2021 on the heels of a somewhat resurgent fourth quarter. Trends during the last year shifted significantly to digital purchases, which is estimated to represent […]

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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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May 28 2020 Restaurants, Retail

Restaurants, Retail Not Finding it Difficult to Bring Back Employees

Research Question: Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Companies: BBY, BWLD, CAKE, CMG, DG, DIN, DKS, DRI, FIVE, GME, GPS, GRUB, M, MCD, ORLY, PLAY, PNRA, PZZA, QSR, SBUX, SHAK, TGT, TJX, ULTA, WEN, WMT, YUM By: Reverdy Johnson Click here to download report […]

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Job Market Idea Proposal

Job Market Idea Proposal

Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Report Available: May 28, 2020   Blueshift’s initial research found businesses readying to reopen as states lift coronavirus restrictions. Some retailers and restaurant operators are concerned about filling out their staffs because of federal unemployment benefits that provide […]

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