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Retail  // Browsing posts in Retail

Zalando Partner Brands Not Expanding Use of ZFS (ZAL:GR)

Research Question: Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Companies: ADS:GR, ASC:LN, AMZN, BABA, EBAY, ZAL:GR By: Reverdy Johnson   Summary of Findings Zalando SE’s (ZAL:GR) partner brands are not expanding their use of Zalando Fulfillment Solutions (ZFS), according to one source using ZFS and six sources who have chosen not […]

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Zalando Idea Proposal (ZAL.DE)

Zalando Idea Proposal (ZAL.DE)

Are Zalando’s partner brands expanding their use of Zalando Fulfillment Solutions? Report Available: October 2, 2019   Blueshift’s initial research found Zalando with a solid Q2, growing revenue and Gross Merchandise Volume (GMV), and expansion of its Zalando Fulfillment Solutions (ZFS) as it transitions its logistics platform to have a stronger presence with its partner […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Report Available: August 21, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, building on its FYQ4 2019 sales uptick with a solid FYQ1 2020 performance. CEO Bill Nash cited “strong growth in […]

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Kraft Heinz Will Continue to Struggle Because of Lack of Innovation, Marketing (KHC)

Research Question: Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Companies: AMZN, BUD, BYND, CAG, COST, CPB, GSI, K, KHC, KR, MDLZ, MKC, PEP, PFGC, QSR, SWX:NESN, SYY, TWNK, UN, USFD, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Kraft […]

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Grubhub Delivers Disappointing Results for Subway, Taco Bell (GRUB)

Research Question: How are Grubhub’s partnerships with Subway and Taco Bell progressing? Companies: GRUB, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is not having a significant effect on Subway or Taco Bell (Yum Brands Inc./YUM) sales since the launch of partnerships with these companies. This […]

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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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Turtle Beach Idea Proposal (HEAR)

Turtle Beach Idea Proposal (HEAR)

Will Turtle Beach build on its 2018 breakout or crash back to Earth in 2019? Report Available: February 13, 2019   Blueshift’s initial research found sales of HEAR headsets exploding, largely thanks to the popularity of multiplayer games like Fortnite. However, it is not clear whether such games can continue their massive growth. In a […]

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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 Will Sustain Success in Poland (LON:KGF)

Research Question: Is the success of Kingfisher’s Castorama stores in Poland sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Kingfisher plc’s (LON:KGF) Castorama stores in Poland are continuing their strong sales performance this summer, with no slowdown in sight. These findings support Blueshift Research’s June 29 report. […]

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Dollarama Idea Proposal (TSE:DOL)

Dollarama Idea Proposal (TSE:DOL)

Will competition from rapidly expanding Miniso derail Dollarama’s growth?   Report Available: August 29, 2018   Blueshift’s initial research found Dollarama (TSE:DOL), Canada’s largest dollar-store retailer with nearly 1,200 stores, performing efficiently and executing on its plan to grow to 1,700 stores by 2027. But declining same store sales, a tight labor market, a higher […]

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