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Retail  // Browsing posts in Retail

Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]

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There Are Warning Signs That Skechers’ Momentum Is Waning

Research Question: Are Skechers’ U.S. wholesale and retail businesses continuing to thrive despite warnings signs in the greater overall shoe market? Companies: ADDYY, CAL, DKS, DSW, DKX, KSS, NKE, SKX, UA, VFC, TYO:7936   By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Sales of Skechers USA Inc. (SKX) shoes were down […]

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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 […]

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Jan 29 2016 Retail, Services

FRPT Rides Natural Wave, But Execution Challenges Remain

Research Question: Will Freshpet’s refrigerator count growth rebound in 2016 after a disappointing 2015? Companies: BUFF, CENT, FRPT, NSRGY, SJM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Freshpet (FRPT) benefits from its place as the clear leader in refrigerated pet food and will gain space on retail floors, but […]

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Boot Barn’s Oil and Gas Related Troubles Worsen From October

Research Question: Will Boot Barn continue to see declining business in stores within or near oil and gas basins? Companies: BOOT, BRK-A/BRK-B, CAB, RCKY, TSCO, ­­WWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Business at Boot Barn Holdings Inc.’s (BOOT) stores in oil and gas regions continues to decline, […]

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UA Scores a Big Win Among Young Athletes Through Quality and Marketing

Research Question: Will Under Armour be the preferred athletic brand for high school and college athletes in 2016? Companies: ADDYY, BRK.A/B, COLM, DKS, ELY, ETR/FRA:PUM, GPS, HBI, KRX:081660, LB, LULU, NKE, RL, SKX, STO:NEWA-B By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Under Armour (UA) continues to gain among younger […]

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Popularity Decline, Not Just Weather, Spells Doom for Deckers’ UGG

Research Question: Did back-to-school and fall/early winter sales of Deckers’ UGG shearling and non-shearling boots meet retailers’ and distributors’ expectations? Companies: COLM, DECK, HKG:0494, NKE, SKX, VFC, WWW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The popularity and sales of Deckers Outdoors Corp.’s (DECK) UGG are declining at an […]

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RH Modern Line Ahead of the Trend Curve and Expectations

Research Question: Will Restoration Hardware’s traditional collections and new RH Modern line enable the company to achieve lofty Wall Street sales expectations? Companies: ETH, RH, WSM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) RH Modern line is a hit with designers and their clients. […]

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Boot Barn Feeling Negative Effects of Oil and Gas Production Slowdown

Research Question: Will Boot Barn overcome negative sales trends caused by the oil and gas slowdown and pricing headwinds? Companies: AMZN, BRK-A/BRK-B, BOOT, BURL, CAB, IACI, JCP, M, RCKY, ROST, TJX, TSCO, WWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Boot Barn Holdings, Inc. is feeling the negative effects of the […]

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Oct 22 2015 Retail, Services

Dollar Tree Can Rescue Family Dollar with Effective Execution, But It Will Take Time

Research Question: Can Dollar Tree turn Family Dollar around? Companies: DG, DLTR, TGT, TSE:DOL, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Blueshift Research’s interviews with 17 dollar store suppliers, employees, distributors and industry specialists revealed positive perceptions of the initial changes from Dollar Tree’s (DLTR) acquisition of Family […]

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