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Industrial Goods & Services  // Browsing posts in Industrial Goods & Services

Douglas Dynamics Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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Douglas Dynamics Idea Proposal (PLOW)

Douglas Dynamics Idea Proposal (PLOW)

Will Douglas Dynamics sell more snowplows than a year ago? Report Available: December 7, 2016   Blueshift’s initial research shows PLOW coming off a quarterly performance that fell short of last year’s record-setting numbers despite 2015’s paltry snowfall amounts. Forecasts for generous snowfall in the coming winter give reason for optimism, as do positive trends […]

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Bidding Activity in Applied Commercial HVAC Remains Strong (JCI)

Research Question: How is applied commercial HVAC shaping up in the second half of the year? Companies: ABM, CBG, EME, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings In an update to Blueshift Research’s 5 applied commercial […]

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Trimble in Demand, Innovating to Stay Ahead; Subscriptions Not a Deterrent

Research Question: Will Trimble’s shift to emphasize recurring revenue drive demand and pricing? Companies: TRMB By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Trimble Navigation Ltd.’s (TRMB) shift to emphasize recurring revenue with the introduction of a subscription-based service is an industry trend and a necessity to stay at […]

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ELD Rule Likely to Raise Freight Rates, Benefit Large Trucking Companies in Late 2017

Research Question: Will price erosion and federal regulations push small, private trucking companies out of business to the benefit of the market’s bigger players? Companies: AIG, AMZN, CGI, CVTI, FDX, FWRD, HTLD, JBHT, LSTR, SWFT, UPS, USAK, WERN, XPO, YRCW By: David Franklin Click here to download the report (.pdf)   Summary of Findings Freight-shipping […]

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Residential HVAC Sales Not Cooling Off in 2016

Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Click Here By: Chris Jenks   Summary of Findings Interviews with 14 HVAC industry professionals revealed zero expectations of a market coming off its peak in Those projecting a peak placed it two to five years out—or even longer if the […]

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HVAC Idea Proposal

HVAC Idea Proposal

Research Question: Will the upward cycle in the residential HVAC market continue in 2016 and beyond? Report Available: Feb. 26, 2016   Blueshift’s initial research shows a strong HVAC market because of major new home builds in the early 2000s coupled with an average 10- to 15-year HVAC replacement cycle. New technologies like variable refrigerant flow and increasing energy efficiency standards could […]

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Kuka’s High Prices Will Limit Its Collaborative Robot Appeal

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Companies: ABB, AMZN, BABA, BIT:FCA/FCAU, GOOG/GOOGL, KUKAY, ROK, SHE:002009, SHE:300024, SIEGY, TER, TPE:2354, TYO:6503, TYO:6506, TYO:6954 Click here to download the report (.pdf) By: Seth Agulnick   Summary of Findings Kuka AG (KUKAY) could struggle in the burgeoning field of […]

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Kuka Whisper

Kuka Whisper

Research Question: Will Kuka’s reputation for quality overcome the higher price tag for its collaborative robots? Report Available: August 27, 2015   Blueshift’s initial research shows lofty growth forecasts for the industrial robot industry as robots become smarter, smaller and less expensive. Kuka’s LBR iiwa robot is among the newer generation of collaborative robots that are safe and nimble enough to collaborate with […]

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AmazonSupply

AmazonSupply

Research Question: Is AmazonSupply grabbing market share from existing MRO businesses? Companies Covered: Amazon.com (AMZN) W.W Grainger (GWW), Fastenal Company (FAST), MSC Industrial Direct (MSM), WESCO (WCC), Applied Industrial Technologies (AIT), Alibaba Group Report Available: Sept. 12, 2014   Blueshift’s initial research shows an increased amount of discussion regarding AmazonSupply’s foothold in the MRO industry, though traditional […]

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