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Retail  // Browsing posts in Retail

Skechers’ Pace Not Slowing

Research Question: Is Skechers’ recent success sustainable through 2015? Companies: ADDYY, BRK.A/BRK.B, DECK, NKE, SKX, TYO:7936, UA, VFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) will sustain its strong growth throughout 2015, according to all 18 sources comprising Skechers suppliers, distributors and store personnel as well […]

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Down Trend in Deckers’ UGG Boots Will Only Worsen

Research Question: How has Deckers’ UGG brand performed compared with late 2014 and year-to-year? Companies: COLM, DECK, VFC, WWW By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Deckers Outdoors Corp.’s (DECK) UGG has continued to become less popular among its key demographic of younger women since Blueshift Research’s 8, 2014, report […]

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Apr 23 2015 Retail, Services

Coach’s Revitalization and Design Efforts Meet with Mixed Reactions

Research Question: Will Coach’s sales improve in 2015 as the company launches brand revitalization initiatives and new designs? Companies: CHDRF, COH, GES, HESAF, HKG:1913, KATE, KORS, LVMUY, PPRUY, PVH, RL, VRA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Coach Inc.’s (COH) brand revitalization initiatives and new Stuart Vevers handbag designs evoked […]

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Apr 08 2015 Retail, Services, Technology

Apple Watch Will Disrupt Midtier Traditional Watchmakers

Research Question: How much will the Apple Watch disrupt traditional watchmakers at the midtier and high end of the market? Companies: AAPL, AMS:TOM2, GOOG/GOOGL, FOSL, GRMN, JSE:CFR, LVMUY, NKE, TYO:6952, TYO:7762, TYO:8050, VTX:UHR/SWX:UHRN By: David Franklin   Click here to download the report (.pdf)   Summary of Findings Apple Inc.’s (AAPL) Apple Watch will challenge the midtier ($2,000 or […]

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Mar 05 2015 Retail, Services

PVH’s Calvin Klein Turnaround Will Take Even Longer Than Anticipated

Research Question: Can PVH increase same-store-sales for its Calvin Klein and Tommy Hilfiger brands in the United States and Europe in 2015? Companies: BME:ITX, GES, 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 PVH Corp.’s (PVH) revitalization of Calvin […]

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Jan 27 2015 Retail, Services

Lumber Liquidators Stems Share Loss But Challenges Still Exist

Research Question: Are Lumber Liquidators’ wood sourcing issues causing the company to lose share to competitors? Companies: AWI, HD, LL, LOW, MHK By: David Franklin Click here to download the report (.pdf)   Summary of Findings Lumber Liquidators Holdings Inc.’s (LL) alleged Lacey Act violations are unlikely to result in further, significant share loss. Lumber Liquidators’ share […]

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Jan 21 2015 Retail, Services

UA Holds No. 2 Apparel Spot with Room to Grow, Shoe Biz Lags

Research Question: Will Under Armour continue to gain share in the United States and become a global brand? Companies: ADDYY, BRK.A, COLM, GPS, HBI, HKG:0551, LB, LULU, NKE, SKX, TPE:9904, TYO:7936, TYO:8022, UA, VFC By: Chris Jenks & Susan Jennings Click here to download the report (.pdf)   Summary of Findings Under Armour Inc. (UA) will to continue […]

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Skechers Still Walking Tall

Research Question: Does Skechers have the capacity and correct marketing strategy to sustain its rapid growth rate? Companies: ADDYY, BRK.A, BWS, DKS, KRS:081660, KSS, LULU, NKE, SCVL, SKX, TYO:7936, UA, VFC, WWW By: Chris Jenks Click here to download the report (.pdf)     Summary of Findings Skechers USA Inc.’s (SKX) rapid growth rate can be sustained […]

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Dec 17 2014 Retail, Services

Deckers’ UGGs Slipping in Popularity, Sales

Research Question: Are the shearling boot trend and UGG’s popularity waning? Companies: COLM, DECK, HKG:0494, VFC By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Deckers Outdoor Corp.’s (DECK) UGG boots has seen its popularity and sales fade this fall into early December year to year. This development supports the early […]

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Whole Foods Primed to Fend Off Competitors But Not “Whole Paycheck” Label

Research Question: Can Whole Foods fend off the growing list of competitors in the natural and organic grocery store space? Companies: COST, FWM, KR, PUSH, RNDY, SFM, TFM, TGT, UNFI, WFM, WMT By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Whole Foods Market Inc. (WFM) will fend off the increasing […]

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