TGT // Posts tagged as "TGT"
Chewy Sales Keep Climbing, But Some Say at a Slower Pace (CHWY)
Research Question: Will Chewy’s growth slow as reopening accelerates? Companies: AMZN, CHWY, EBAY, SHOP, TGT, WMT, WOOF By: Reverdy Johnson Click here to download (.pdf) Summary of Findings Sales on Chewy Inc. (CHWY) are higher than a year ago, though several sources said sales growth could be slowing. Two repeat pet food manufacturer sources […]
Facebook Shops Are Far From Delivering on Immense Promise (FB)
Research Question: Will Facebook Shops become a dominant end-to-end ecommerce platform? Companies: AAPL, AMZN, EBAY, ETSY, FB, GOOG/GOOGL, GRPN, OSTK, PINS, SHOP, SNAP, TCEHY, TGT, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Sellers are intrigued by the potential of Facebook Shops, given the unmatched reach and targeting capabilities […]
Chewy’s Sales Increase Sustainable; Autoship Sticky for New Customers (CHWY)
Research Question: Will Chewy’s recent strong sales trend continue as states begin to reopen? Companies: AMZN, BABA, BURL, CHWY, COST, CVET, EBAY, FB, GIS, PETS, ROST, SHOP, TGT, TJX, TUES, WBA, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The sales gains Chewy Inc. (CHWY) experienced during the COVID-19 […]
Restaurants, Retail Not Finding it Difficult to Bring Back Employees
Research Question: Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Companies: BBY, BWLD, CAKE, CMG, DG, DIN, DKS, DRI, FIVE, GME, GPS, GRUB, M, MCD, ORLY, PLAY, PNRA, PZZA, QSR, SBUX, SHAK, TGT, TJX, ULTA, WEN, WMT, YUM By: Reverdy Johnson Click here to download report […]
Supply Chain Disrupted but Grocery, Big Box Stores Thriving Anyway
Research Question: How is the coronavirus affecting the grocery supply chain? Companies: AMZN, BYND, COLD, COST, CPB, DRI, GIS, GRUB, HAIN, K, KHC, KR, MDLZ, SFM, TGT, THS, UNFI, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings The grocery supply chain is struggling to keep up with surging […]
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 […]
Ulta Has What It Takes to Hold Off E-commerce and DTC Challenge (ULTA)
Research Question: Can Ulta defend itself against e-commerce and direct-to-consumer competition? Companies: AMZN, COTY, EL, ELF, EPA:OR, LVMUY, M, SBH, TGT, TYO:4922, ULTA By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) is expected to be able to defend itself from online and direct-to-consumer (DTC) competition, […]
Amazon Expected to Disrupt and Deeply Penetrate the Healthcare Market (AMZN)
Research Question: How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult for Amazon to overcome? Companies: ABC, AET, AMZN, BRK.A/B, CAH, CI, CVS, ESRX, JPM, MCK, TEVA, TGT, UNH, WBA, WMT By: David Franklin Click here to download report (.pdf) Summary […]
Kellogg Sales Stabilizing Amid Rocky Shift to Warehouse; Growth Plan Should Help (K)
Research Question: Will Kellogg’s new growth strategy turn around declining sales? Companies: ADRNY, AMZN, CPB, GIS, JJSF, K, KO, KR, LNCE, MDLZ, PEP, PF, POST, SJM, TGT, THS, UNFI, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Kellogg Co. (K) still is experiencing some logistical struggles with its […]
Ulta Not Yet Threatened by Online Sales or Shifting Beauty Trends (ULTA)
Research Question: Do shifting beauty product trends and online sales growth mean Ulta’s successful run has peaked? Companies: AMZN, COTY, CVS, EL, ELF, EPA:OR, JNJ, LVMUY, PG, REV, TGT, TYO:4911, TYO:4922, ULTA, UN, VTX:NESN, WBA, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Ulta Beauty Inc. (ULTA) should be […]
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