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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. […]
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 […]
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 […]
No Roadblocks or Headwinds Will Slow Shopify This Year (SHOP)
Research Question: Will anything slow Shopify’s growth in 2018? Companies: AAPL, AMZN, BOX, CRM, EBAY, ETSY, ORCL, SHOP By: David Franklin Click here to download report (.pdf) Summary of Findings Growth is expected to continue this year for Shopify Inc. (SHOP) and its ecommerce customers as the company controls the SMB segment and has […]
Hugo Boss’ Shift to Casual Will Succeed Over Time; New Lines Impress (ETR:BOSS)
Research Question: Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe? Companies: BME:ITX, EPA:CDI, EPA:KER, ETR:BOSS, FRA:AAH, GOOS, HKG:0458, KORS, LON:BRBY, LON:TED, PVH, RL, STO:HM-B By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Hugo Boss AG (ETR:BOSS) remains on […]
Wearables Market Still Percolating But Fitbit’s Ionic Not Resonating (FIT)
Research Question: Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share? Companies: AAPL, ASX:CAT, FIT, FOSL, GOOG/GOOGL, GRMN, KORS, KRX:005930/005935 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Demand for basic wearables such as activity trackers should remain strong this holiday season, […]
Ecommerce Is Driving SPS Commerce’s Growth Among Retailers and Suppliers (SPSC)
Research Question: Will SPS Commerce expand its retail network and increase wallet share among suppliers in the next 12 to 18 months? Companies: AMZN, CHUBA, DVMT, IBM, ORCL, SPSC, TSE:OTEX/OTEX By: David Franklin Click here to download report (.pdf) Summary of Findings SPS Commerce Inc.’s (SPSC) sales growth will continue in the next 12 […]
Amazon Prime Discount Program Not a Significant Threat to Dollar Tree (DLTR, AMZN)
Research Question: Will competitive pressure from Amazon’s Prime membership discount for low-income shoppers slow Dollar Tree’s sales? Companies: AMZN, COST, DG, DLTR, FIVE, TGT, WMT By: David Franklin Click here to download report (.pdf) Summary of Findings com Inc.’s (AMZN) Prime membership discount for low-income shoppers is not a significant threat to Dollar Tree […]
iRobot’s Roomba on Track, Holds Off Competition; Braava Limited in U.S. (IRBT)
Research Question: Will iRobot’s successful run continue? Companies: AMZN, BABA, BOM:500530, GOOG/GOOGL, HKG:0669, IRBT, KRX:003550/003555, KRX:005930/005935, SWK By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings iRobot Corp.’s (IRBT) Roomba robot vacuum is expected to continue its successful run as the industry leader and pacesetter. Brand recognition, marketing, word of mouth […]
Mother’s Day Promotion Boosts Sales at Signet’s Kay; Zales Still Disappointing (SIG)
Research Question: Will Signet bounce back with improved sales for Mother’s Day? Companies: CPH:PNDORA, SIG By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Signet Jewelers Ltd.’s (SIG) Mother’s Day sales were mixed among its three main retailers—Zales, Kay Jewelers and Jared—but the company has made progress compared with Blueshift Research’s […]
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