Tuesday Morning (TUES)

TUES is a struggling retailer that has significant turnaround potential in a category that has proven resilient to Amazon’s onslaught. While investors are generally wise to avoid retail turnarounds, not all turnarounds are equal and this one appears to be a baby thrown out with the bathwater.

Tuesday Morning Survey

Tuesday Morning is a struggling retailer. This survey explores why, from the consumer perspective. It compares NPS, Customer experience, Visit & Purchase frequency, Spend, Perks, and Customer feedback to peers. 674 off-price retail shoppers were surveyed, 100 of which were Tuesday Morning shoppers.

Stitch Fix: Are its data science efforts paying off?

Is data science creating a better customer experience and is that showing up in keep rates and retention? To answer that question, I conducted a survey with 1000 responses and use the results to assess customer satisfaction, keep rates, and cohort retention over the last 2 years. 

Cardtronics: A rollup ready to implode

The largest owner and operator of independent ATMs paints a rosy picture, but serial acquisitions and aggressive accounting mask declining demand for offering, increasing obsolescence, and deteriorating profitability. The impending loss of largest customer highlights lack of stickiness and increased competition.