The Channel Checkers » 2009 » August http://www.thechannelcheckers.com Institutionalized, large scale channel checks for fundamental stock research Thu, 12 Jan 2012 20:10:03 +0000 http://wordpress.org/?v=2.2 en Lululemon Store Trends Look Solid in Past Few Weeks http://www.thechannelcheckers.com/2009/08/lululemon-store-trends-look-solid-in-past-few-weeks/ http://www.thechannelcheckers.com/2009/08/lululemon-store-trends-look-solid-in-past-few-weeks/#comments Wed, 12 Aug 2009 19:34:18 +0000 Casey http://www.thechannelcheckers.com/2009/08/lululemon-store-trends-look-solid-in-past-few-weeks/ Earlier this month we surveyed several Lululemon Athletica locations across the US to gauge trends in performance. We asked the following questions:

 

  1. How much does the average customer spend per visit?

  2. What % of customers are repeat customers?

  3. What is the top selling item right now?

  4. Do you have trouble keeping the most popular items in stock?

 

     

  • 77% of respondents said the average customer spend between $50 and $150 dollars. We believe the average purchase is right around $100 per customer. 12% said customers spend less than $50 on average, while 8% said they spend over $150 per visit.

     

  • 31% of respondents report that around ¼ of all customers are repeat customers. The remaining 69% report that half or more of customers are repeat buyers of Lululemon clothing.

     

  • Tank tops and shirts for women are the best selling item according to 23% of respondents. 19% report that pants are the top selling item.

     

  • 77% of respondents say that they have no trouble keeping top selling items in stock. 15% report that they do have some challenges in keeping popular items in stock. While a small number, this small stock-out problem seems positive in the current retail environment.

 

 

Conclusion of the Channel Checkers: Lululemon appears to be maintaining strong store fundamentals including solid average tickets for each customer and strong repeat buyer business. Top items are not in short supply but our report does suggest some tightness for top items may be beginning to appear suggesting demand may be improving for Lululemon clothing.

 

For access to the underlying survey or for more information, please contact Jason Katz at 415.867.0959 or jason@thechannelcheckers.com

]]> http://www.thechannelcheckers.com/2009/08/lululemon-store-trends-look-solid-in-past-few-weeks/feed/ Dominos Looks Slower in August Despite Success of American Legends Campaign http://www.thechannelcheckers.com/2009/08/dominos-looks-slower-in-august-despite-success-of-american-legends-campaign/ http://www.thechannelcheckers.com/2009/08/dominos-looks-slower-in-august-despite-success-of-american-legends-campaign/#comments Mon, 10 Aug 2009 18:26:13 +0000 Casey http://www.thechannelcheckers.com/2009/08/dominos-looks-slower-in-august-despite-success-of-american-legends-campaign/

Earlier this month we surveyed several Dominos restaurants around the US to gauge trends in performance. We asked the following questions:

  1. What is the most popular pizza deal right now?

  2. Are you busier, the same or less busy than last month?

  3. Who is your primary competition?

35% of the respondents replied the American Legends as the most popular deal right now. 35% of respondents replied the Three Medium Pizzas for five dollars each as the most popular deal right now. 30% of the respondents replied other(5 off when ordering off-line and individual Pizza types)

68% of respondents replied business has been the same compared to last month. 16% of the respondents replied business has been busier then last month. 16% of the respondents replied business is slower this month compared to last month.

45% of the respondents replied Pizza Hut as the primary competition to Dominos. 23% of respondents replied Papa John’s as the main competition to Dominos. 32% of respondents replied non chain Pizzerias as the main competition.

Conclusion of the Channel Checkers: For Dominos business appears to be the flat to down in August as we view responses “same” for business level as being slightly negative. The most popular deal at Dominos currently is the American Legends and Three Medium Pizza’s for five dollar deal. The main competitor to Dominos is Pizza Hut.

For access to the underlying survey or for more information, please contact Jason Katz at 415.867.0959 or jason@thechannelcheckers.com

]]> http://www.thechannelcheckers.com/2009/08/dominos-looks-slower-in-august-despite-success-of-american-legends-campaign/feed/ Papa John’s Sales Flat in August Versus July; 3 Medium Pies for $7 Leads Deals in August http://www.thechannelcheckers.com/2009/08/papa-johns-sales-flat-in-august-versus-july-3-medium-pies-for-7-leads-deals-in-august/ http://www.thechannelcheckers.com/2009/08/papa-johns-sales-flat-in-august-versus-july-3-medium-pies-for-7-leads-deals-in-august/#comments Mon, 10 Aug 2009 18:18:24 +0000 Casey http://www.thechannelcheckers.com/2009/08/papa-johns-sales-flat-in-august-versus-july-3-medium-pies-for-7-leads-deals-in-august/


Earlier this month we surveyed several Papa Johns restaurants around the US to gauge trends in performance. We asked the following questions:

  1. What is the most popular pizza deal right now?

  2. Are you busier, the same or less busy than last month?

  3. Who is your primary competition?

53% of the respondents replied the three medium pizza’s for seven dollars each as the most

popular deal right now. 13% of respondents replied the one large with three toppings as the

most popular deal right now. 34% of the respondents replied other(2 mediums & wings,

Individual Pizza’s buy one get one free and 2 for 2)

60% of respondents replied business has been the same compared to last month. 40% of the

respondents replied business has been busier then last month.

30% of the respondents replied Pizza Hut as the primary competition to Papa Johns. 40% of

respondents replied Dominos as the main competition to Papa Johns. 32% of respondents

replied non chain Pizzerias as the main competition.

Conclusion of the Channel Checkers: For Papa Johns business appears to be the same in early August as in July. Dominos remains the top perceived competitor to Papa Johns. The most popular deal at Papa Johns is the Three for Seven dollars each.


For access to the underlying survey or for more information, please contact Jason Katz at 415.867.0959 or jason@thechannelcheckers.com

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