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

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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AmazonSupply Still Lacking in Effort to Take on MRO Industry Leaders

Research Question: Is AmazonSupply taking share and becoming a disruptive force in the MRO industry? Companies: AIT, AMZN, AVT, EBAY, ETR:SAP/SAP, FAST, GOOG, GWW, HDS, MSM, SPLS, WCC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Twenty-two of 23 sources said Amazon.com Inc.’s (AMZN) AmazonSupply is not taking share from incumbent leaders […]

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Potash/Farm Equipment Whisper

Potash/Farm Equipment Whisper

Research Question: Will lower input costs stemming from reduced potash prices drive increased sales of farming equipment? Companies Covered: Caterpillar (CAT), Deere & Company (DE), AGCO (AGCO), Tractor Supply Company (TSCO) Report Available: August 30, 2013   Blueshift’s initial research indicates that lower potash prices may generate significant savings for farmers, causing a wave of capital expenditure […]

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Rental Car Demand Up, Rates Remain Flat This Summer

Research Question: Are summer rental car bookings and demand supporting higher rental rates, or is competition keeping prices in check? Companies: CAR, HTZ   By: David Franklin Click here to download the report (.pdf)   Summary of Findings Rental car bookings in early summer were higher year to year for seven of our eight sources. The remaining source […]

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Cost, Reimbursement and Need for More Data Slow Jetrea Launch

Research Question: Is ThromboGenics’ Jetrea likely to become a first-line treatment for VMT and other related eye conditions? By:  David Franklin Companies: EBR:THR Click here to download the report (.pdf)   Research Findings How many retina specialists do you have at your practice? These 16 clinics have more than 65 retina specialists in total. How many vitrectomies […]

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Cotton Prices Lead to Increased Sales for Deere, Case IH, Others (DE)

Research Question: Will increases in cotton planting lead to higher than expected sales for farm industry manufacturers and suppliers? By: Reverdy Johnson Companies: AGCO, BER:CNH/CNH, CAT, DE, DOW, ETR:BAS, ETR:BAYN, LNN, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Deere & Co.’s (DE) and Case IH’s (CNH Global NV/BER:CNH/CNH) on-board module pickers present […]

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