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Industrial  // Browsing posts in Industrial

Kingfisher’s Castorama Stores Will Sustain Success in Poland (LON:KGF)

Research Question: Is the success of Kingfisher’s Castorama stores in Poland sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Kingfisher plc’s (LON:KGF) Castorama stores in Poland are continuing their strong sales performance this summer, with no slowdown in sight. These findings support Blueshift Research’s June 29 report. […]

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Freight Brokers Idea Proposal (CHRW, JBHT, KNX, LSTR, XPO)

Freight Brokers Idea Proposal (CHRW, JBHT, KNX, LSTR, XPO)

Are digital platforms like Uber Freight gaining momentum in their quest to disrupt traditional freight brokers such as C.H. Robinson and XPO Logistics? Report Available: August 23, 2018   Blueshift’s initial research found digital freight brokers like Uber Freight and Convoy promising to disrupt the freight brokerage market, but making little headway so far. With […]

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Kingfisher’s Castorama Stores in Poland Will Continue to Outperform (LON:KGF)

Research Question: Why are Kingfisher’s Castorama stores in Poland outperforming the rest of the company? Is this sustainable? Companies: LON:KGF By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All 10 sources said sales at Kingfisher plc’s (LON:KGF) Castorama stores in Poland have increased year to year. Five said sales are […]

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Update: Grainger’s Growth Trend Will Continue, But Customer Acquisition Will Be Limited (GWW)

Research Question: Can Grainger sustain its first-quarter momentum through the rest of 2018? Is its price reduction initiative leading to an increase in new customers? Companies: AMZN, BRK.A/B, GWW, MSM By: David Franklin Click here to download report (.pdf)   Summary of Findings W. Grainger Inc. (GWW) will sustain its first-quarter momentum throughout 2018, according […]

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Few Signs of Synergies, New Products from Johnson Controls/Tyco Merger (JCI)

Research Question: Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Companies: EPA:SU, HON, IR, JCI, KRX:003550/003555, KRX:005930, LII, SIEGY, TYO:6367, TYO:6501, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Johnson Controls International plc (JCI) is not seeing any sales success with […]

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Johnson Controls Idea Proposal (JCI)

Johnson Controls Idea Proposal (JCI)

Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Report Available: April 11, 2018   Blueshift’s initial research showed JCI pushing forward in its merger with Tyco where the expectation is for synergies and efficiencies to begin taking hold in the form of new products that can help the company […]

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Grainger to Retain Biggest Accounts for Now But Will Add Few New Customers (GWW)

Research Question: Is W.W. Grainger’s price decrease helping it win more share of existing customers’ wallets? Will it help Grainger gain new customers? Companies: AMZN, BABA, EPA:AI, FAST, GPC, GWW, HD, LON:FERG, LOW, MSM, TYO:3064 By: David Franklin Click here to download report (.pdf)   Summary of Findings W. Grainger Inc. (GWW) can maintain and […]

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Updates from the Oil Patch: Fraccing, Drilling Work Likely to Outpace 2017

Research Question: Will 2018 demand and pricing for oilfield services outpace 2017? Companies: BAS, HAL, HP, KEG, NBR, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights Demand for fraccing and drilling services in 2018 likely will outpace 2017, but well service work may remain the same.Among three service categories, well stimulation demand […]

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Grainger Idea Proposal (GWW)

Grainger Idea Proposal (GWW)

Is Grainger’s price decrease helping it win more share of existing customers’ wallets? Will it help Grainger gain new customers? Report Available: March 7, 2018   Blueshift’s initial research found GWW seeing improved results after its widespread price cuts aimed at increasing volume and share from existing customers and attracting new business. But it has been […]

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Dim Prospects for UNFI’s Margin Rebound As Challenges Grow (UNFI)

Research Question: Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Companies: AMS:AD, AMZN, BABA, KR, SFM, SVU, UNFI, WMT   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings United Natural Foods Inc. (UNFI) has little hope […]

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