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Machinery  // Browsing posts in Machinery

Douglas Dynamics’ Plow Sales Curbed by Lack of Snow (PLOW)

Research Question: Will Douglas Dynamics’ snowplow sales meet expectations this winter? Companies: PLOW, TTC By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Douglas Dynamics Inc. (PLOW) will have a tough time meeting sales estimates for its plows this winter because of meager snowfall levels across large swaths of the Northeast […]

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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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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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Nov 11 2015 Industrial, Machinery

Used Inventory Glut Hurts New Equipment Sales for Deere and Entire Ag Category

Research Question: Will the glut of used equipment on Deere dealer lots hinder sales of the company’s new equipment now and into 2016? Companies: AGCO, CAT, CNHI, DE, NSE:M&M/BOM:500520, TITN, TYO:6326 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Current and 2016 sales of new and used large agricultural equipment […]

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Deere & Co. Idea Proposal

Deere & Co. Idea Proposal

Research Question: Will the glut of used Deere equipment on dealer lots hamper sales of new Deere equipment now and into 2016? Report Available: Nov. 11, 2015   Blueshift’s initial research shows that an oversupply of ag commodities and lackluster global ag demand have led to lower ag equipment sales at DE, and dealers have been […]

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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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Jan 07 2014 Industrial, Machinery

Telecom Generator Demand to Grow, Consumer Demand to Drop in 2014

Research Question: Will Generac generator sales decline in 2014 due to the one-time nature of storm-driven home standby purchases and increased competition, or will telecom companies’ generator purchases for cell towers help to offset the potential decline? Companies: BGG, CAT, CMI, EMR, GE, GNRC, SWK, TYO:5851, TYO:7267, HMC, TYO:7272 By: Susan Jennings Kantari Click here to download the […]

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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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