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Retail  // Browsing posts in Retail

Shopify’s Growth Trend Will Continue With Higher Pricing Model (SHOP)

Research Question: Will Shopify’s new variable-pricing model for Shopify Plus slow its growth or be a profit catalyst? Companies: CRM, PYPL, SAP, TSE:SHOP/SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Shopify Inc.’s (TSE:SHOP/SHOP) growth trend will not be hurt by the new variable-pricing model for its Shopify Plus enterprise […]

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Signet Jewelers’ Holiday Sales Lacked Luster (SIG)

Research Question: Will Signet Jewelers overcome industry deceleration to excel this holiday season? Companies: AMZN, CPH:PNDORA, NILE, SIG, TIF, TYO:7762 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Holiday sales were somewhat lackluster overall for the 11 repeat sources at Signet Jewelers Ltd.’s (SIG) brand stores despite the optimism voiced […]

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QVC Buoyed by Loyal Customers But Faces Worrisome Trends (QVCA)

Research Question: Will Liberty Interactive’s QVC return to revenue growth in the fourth quarter and beyond? Companies: AMZN, EBAY, ETSY, HSNI, KSS, M, QVCA, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Liberty Interactive Corp.’s QVC Group (QVCA) has a loyal customer base and a track record of […]

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Restoration Hardware’s Turnaround Needs More Work, Time (RH)

Research Question: Will Restoration Hardware’s aggressive action plan be the catalyst that reverses its yearlong decline and drives growth in the fourth quarter and 2017? Companies: AMZN, BBBY, RH, W, WSM By: David Franklin Click here to download report (.pdf)   Summary of Findings Restoration Hardware Holdings Inc.’s (RH) turnaround effort remains a work in progress. […]

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Fitbit Set for Holidays But Must Evolve into a Medical Device to Secure Future (FIT)

Research Question: Will Fitbit’s new products drive sales and help maintain the company’s market dominance? Companies: AAPL, AMS:TOM2, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, NKE, NURO, UA By: David Franklin Click here to download report (.pdf)   Summary of Findings Fitbit Inc.’s (FIT) prospects are high for strong holiday sales and continued market dominance, according to 11 […]

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Classic II UGGs Will Not Produce a Significant Sales Increase for Deckers (DECK)

Research Question: Are the Classic IIs and other new UGG styles enough to create a successful back-to-school and holiday season for Deckers? Companies: CAL, DECK, RPM, TGT, VFC By: David Franklin Click here to download report (.pdf)   Summary of Findings The new UGG fall lineup, including the Classic II, will not produce a significant sales […]

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Monster Steady in a Growing Energy Drink Market, Will Do Well in China (MNST)

Research Question: Will Monster Beverage’s sales continue to rise, or will the energy drink brand be felled by a slowing category? Companies: CPB, DANOY, KO, MNST, PEP, SBUX, TPE:1216 By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The energy drink market still is in growth mode, according to 17 of 23 […]

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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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