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Construction & Materials  // Browsing posts in Construction & Materials

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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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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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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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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FPH’s Three Developments on Schedule with No Expected Delays (FPH)

Research Question: Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones? Companies: AMZN, FPH, LEN, TOL By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings All three of FivePoint Holdings LLC’s (FPH) major development projects are on schedule to meet their timelines and milestones. […]

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FivePoint Holdings Idea Proposal (FPH)

FivePoint Holdings Idea Proposal (FPH)

Are FivePoint Holdings’ three major development projects on track to meet their stated timelines and milestones?   Report Available: November 8, 2017   Blueshift’s initial research showed FPH with three major mixed-use development projects in various states of progress all receiving good news with regard to approvals lining the way closer to project completion. While […]

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Acuity Brands Idea Proposal (AYI)

Acuity Brands Idea Proposal (AYI)

Will Acuity Brands suffer as upstream LED manufacturers move downstream?   Report Available: September 22, 2017   Blueshift’s initial research found AYI coming off a solid quarter with sales outpacing the industry, but in a position where it needs to defend against LED manufacturers like CREE and those from China moving downstream to compete in […]

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Commercial Construction Continues to Favor Copper Over PEX

Research Question: Will PEX replace copper in new commercial construction projects? Companies: HEL:UNR1V By: David Franklin Click here to download report (.pdf)   Summary of Findings Cross-linked polyethylene (PEX) is gaining some traction in the commercial construction industry, but copper plumbing is not at risk of losing its dominant market position. PEX is approved in […]

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