TGT // Posts tagged as "TGT"
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 […]
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) […]
Kellogg to Benefit Long Term from Warehouse Shift Despite Rocky Transition (K)
Research Question: Will Kellogg’s shift from direct-store delivery to a warehouse system for its U.S. snack division boost the company’s fortunes? Companies: ADRNY, CPB, GIS, JJSF, K, KR, MDLZ, PEP, PF, POST, SJM, TGT, THS, WMT By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Kellogg Co. (K) eventually will emerge […]
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 […]
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 […]
Dollar Tree’s Family Dollar Integration Gaining Traction, Still a Work in Progress (DLTR)
Research Question: Are Dollar Tree’s integration initiatives for its Family Dollar stores producing cost savings and sales growth? Companies: BRK.A/B, CVS, DG, DLTR, FLO, PEP, TGT, TYO:3382, WBA, WMT By: David Franklin Click here to download report (.pdf) Summary of Findings Dollar Tree Inc.’s (DLTR) changes and initiatives for Family Dollar continue to be […]
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