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Industrial  // Browsing posts in Industrial

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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United Natural Foods Inc. Idea Proposal (UNFI)

United Natural Foods Inc. Idea Proposal (UNFI)

Can UNFI rebuild its margins amid competitive threats from organic and conventional distributors? Will Amazon take over UNFI’s distribution to Whole Foods? Report Available: January 31, 2018   Blueshift’s initial research found UNFI coming off a strong quarter, boosted by sales to Whole Foods following the latter’s acquisition by AMZN. UNFI’s margins continue to suffer, however, […]

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Big Freight Forwarders Will Blunt Web Threat by Adding Digital Tools (EXPD, KNIN, PWTN)

Research Question: Can traditional freight forwarders like Expeditors International ward off competition from web-based startups? Companies: AMZN, BABA, CPH:DSV, CPH:MAERSK-B, ETR:DPW, EXPD, FDX, GE, GOOG/GOOGL, IBM, SHE:002352, SWX:PWTN, UPS, VTX:KNIN By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The freight forwarding industry is ripe for disruption as demand is growing […]

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Report Update: FivePoint Holdings’ Newhall Ranch Escapes Rye Fire; Development Still on Track (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: FPH, LEN By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings FivePoint Holdings LLC’s (FPH) Newhall Ranch development escaped the Rye Fire in Santa Clarita relatively unscathed, according to two local officials and […]

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Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Freight Forwarders Idea Proposal (EXPD, KNIN, PWTN)

Will the emergence of web-based freight forwarders threaten the volume and margins of incumbents like Expeditors International?   Report Available: December 21, 2017   Blueshift’s initial research found a fragmented freight forwarding industry reliant on old-school methods for connecting shippers and with ocean, air and ground carriers at ports around the world. Numerous start-ups are trying […]

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