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Retail  // Browsing posts in Retail

Non-Classic UGG Styles Show Underwhelming Popularity and Sales

Research Question: Are Deckers’ UGGs losing or gaining popularity and sales compared to back-to-school season 2014? Companies: COLM, DECK, WWW, SKX By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings This is the second of Blueshift Research’s two-part report on Deckers Outdoor Corp.’s (DECK) UGG brand. This report focuses on input […]

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Sep 30 2015 Retail, Services

PVH’s Calvin Klein Continues Marked, But Gradual, Improvement

Research Question: Will building momentum behind PVH’s Calvin Klein push the brand to leap forward or show only continued incremental gains? Companies: BKE, BOSSY, ICON, JWN, KORS, LVMUY, M, PERY, PVH, RL, VFC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings PVH Corp.’s (PVH) Calvin Klein continues to make progress in its revitalization efforts […]

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Skechers Continues to Walk Tall Worldwide

Research Question: Will Skechers continue its tremendous growth for the rest of 2015 and into 2016? Companies: ADDYY, NKE, SKX, TYO:7936, UA By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) should be able to sustain its strong recent growth throughout 2015 and into 2016, according to […]

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Sep 23 2015 Retail, Services, Technology

Apple Watch Continues Disruption of Traditional Watchmakers

Research Question: Will Apple Watch disrupt traditional watchmakers and become the leader in wearable devices? Companies: AAPL, AMS:TOM2, BBY, FIT, FOSL, GOOG/GOOGL, GRMN, KRX:005930, INTC, JSE:CFR, LVMUY, NKE, TYO:6952, TYO:7762, TYO:8050, UA, VTX:UHR/SWX:UHRN By: David Franklin Click here to download the report (.pdf)   Summary of Findings As reported in Blueshift’s April 8, 2015 Apple Watch […]

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Sep 11 2015 Retail, Services, Technology

Fitbit Will Continue Domination of the Activity/Fitness Tracker Market

Research Question: Will Fitbit continue to dominate the wearable category in the short and long term? Companies: AAPL, AMS:TOM2, FIT, GOOG/GOOGL, GPRO, GRMN, KRX:003550, KRX:005930, MSFT, NKE, PAOTF, TPE:2357, UA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Fitbit Inc. (FIT) will continue to dominate the activity/fitness tracker wearables category […]

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DECK Unable to Revive Classic UGG Boot or to Create Interest in New UGG Products

Research Question: Can Deckers meet its own high expectations despite the declining popularity in its UGG Classic shearling boots? Companies: COLM, DECK, SKX, VFC By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings This is the first part of Blueshift Research’s two-part report on Deckers Outdoor Corp.’s (DECK) UGG brand. This […]

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Whole Foods Struggling to Overcome Competition, Prices, Perception

Research Question: Will Whole Foods overcome its perception and reality problems related to high prices and overcharging on weighed food? Companies: COST, CVS, DLTR, KR, FDO, FWM, RNDY, SFM, TFM, TGT, UNFI, WFM, WMT Click here to download the report (.pdf) By: Reverdy Johnson   Summary of Findings Whole Foods Market Inc. (WFM) has mounting difficulties […]

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Jun 19 2015 Retail, Services

Refrigerated Pet Food Market Ripe for Freshpet’s Expansion Plans

Research Question: Can Freshpet successfully expand its fridge locations at the rate of 2,000 per year? Companies: CENT, FRPT, NSRGY, SJM By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Freshpet (FRPT) can achieve its plans of installing 2,000 refrigerators in stores each year. Consumers are driving the demand for premium […]

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May 28 2015 Retail, Services

Little Progress Has Been Made Post-Merger for Jos. A. Bank

Research Question: Will synergies from the merger with Men’s Wearhouse lead to stabilization of Jos. A. Bank and increased efficiencies companywide by the end of 2015? Companies: EXPR, GPS, JCP, JWN, KSS, M, MW, STO:HM-B By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings In-store operations for Men’s Wearhouse (MW) and […]

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May 21 2015 Retail, Services

PVH’s Calvin Klein Making Slow Progress on Road to Recovery

Research Question: Do fall orders appear strong enough to offset a potentially weak spring for PVH’s Calvin Klein? Companies: BME:ITX, GES, HBI, HKG:0330, ICON, JOEZ, JWN, KORS, LVMUY, M, PVH, RL, STO:HM-B, TYO:9983, VFC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings All four repeat sources said PVH Corp.’s Calvin Klein […]

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