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COST  // Posts tagged as "COST"

Chewy’s Sales to Slow in 2020; Pet Meds Better Prospect than Private Label (CHWY)

Research Question: Will Chewy’s push into private label and pharmacy pet medication lead to increased sales and margins? Companies: AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Chewy Inc.’s (CHWY) sales in 2020 are […]

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Price Pressure, Competition Coming for Beyond Meat But Demand Not Slowing (BYND)

Research Question: Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Companies: BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Beyond Meat Inc. (BYND) is not close to getting the cost of its […]

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Profitability Attainable as Carvana is Evolving How Used Cars are Sold (CVNA)

Research Question: Does Carvana truly have a unique business model that will eventually become profitable? Companies: AN, CARG, CARS, COST, CVNA, INFO, KMX, LAD, TRUE By: David Franklin Click here to download report (.pdf)   Summary of Findings Profits are attainable for Carvana Co. (CVNA) and its partially unique business model—if it continues to adjust […]

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Kraft Heinz Will Continue to Struggle Because of Lack of Innovation, Marketing (KHC)

Research Question: Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Companies: AMZN, BUD, BYND, CAG, COST, CPB, GSI, K, KHC, KR, MDLZ, MKC, PEP, PFGC, QSR, SWX:NESN, SYY, TWNK, UN, USFD, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings The Kraft […]

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Update: TreeHouse Still Focused on Larger Accounts, Raises Prices More Than Competitors (THS)

Research Question: Will the operational changes at TreeHouse lead to sales increases? Can they help TreeHouse stave off competitors? Companies: AMZN, CAG, COST, CVS, K, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings In a continuation of trends found in Blueshift Research’s 2 […]

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Amazon Will Start to Disrupt U.S. Healthcare System in As Little As Six Months (AMZN)

Research Question: How soon until Amazon’s ventures into the sales and distribution of prescription drug and medical/dental supplies disrupt traditional channels? Companies: ABC, AET, AMZN, BRK.A/B, CAH, COST, CVS, ESRX, HSIC, JPM, MCK, OMI, PDCO, TGT, WBA, WMT, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc. (AMZN) […]

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TreeHouse Firm on Price and Focused on Large Retailers (THS)

Research Question: Can TreeHouse Foods overcome retailers pushing down prices and competitors looking to take share? Companies: AMZN, CAG, COST, CVS, KR, LNCE, LON:MNDI, POST, THS, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TreeHouse Foods Inc. (THS) and many of its private-label manufacturing competitors are standing up […]

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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 […]

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Suppliers Bullish on Wayfair, Others Lean Bearish Based on Costs, Amazon (W, AMZN)

Research Question: Will Wayfair’s bulls or bears be proven right in terms of the company’s revenue, customer acquisition, inventory, payment risk and competition? Companies: AMZN, BABA, BBBY, COST, OSTK, TCS, TGT, W, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Wayfair Inc. (W) suppliers are positive about their relationships and sales […]

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Tempur Sealy Faces Increasing Challenges As Sealy Fades, Steinhoff Disrupts (TPX)

Research Question: Will the combination of current competitors and the possible threat from Steinhoff upend Tempur Sealy? Companies: AMZN, COST, ETR:SNH, OSTK, SCSS, TPX, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Tempur Sealy International Inc. (TPX) will struggle to grow revenue in the face of several competitive headwinds. Specifically, […]

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