Retail // Browsing posts in Retail
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
CarMax’s Growth Trend is Sustainable in Strong Used Car Market
Research Question: Can CarMax sustain its growth trend as the former disruptor faces intense competition from both new and old players in the space? Companies: AN, BRK.A/B, CARG, CVNA, KMX, LAD, PAG, SAH By: David Franklin Click here to download report (.pdf) Summary of Findings CarMax Inc. (KMX) is expected to sustain its growth […]
Profitability Attainable as Carvana is Evolving How Used Cars are Sold (CVNA)
Research Question: Does Carvana truly have a unique business model that will eventually become profitable? Companies: AN, CARG, CARS, COST, CVNA, INFO, KMX, LAD, TRUE By: David Franklin Click here to download report (.pdf) Summary of Findings Profits are attainable for Carvana Co. (CVNA) and its partially unique business model—if it continues to adjust […]
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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