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Machinery  // Browsing posts in Machinery

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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Invisalign’s Growth Sustainable, Competition Weak

Research Question: Is Align Technology’s Invisalign growth sustainable? Companies: ALGN, DHR, MMM By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings All 29 orthodontist and dentist sources predict strong growth for clear braces, which are undisputedly led by Align Technology Inc.’s (ALGN) Invisalign. U.S. sources project Invisalign to lead steady growth in clear […]

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Proto Labs Whisper

Proto Labs Whisper

Research Question: Can Proto Labs meet high growth expectations through mostly existing customer penetration? Companies Covered: Proto Labs (PRLB) Report Available: October 22, 2013   Blueshift’s initial research shows PRLB continuing its revenue growth through penetration of existing customers, but facing challenges as its new customer growth has flattened and competition from big players, in-house development, and localized […]

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Lower Potash Prices Would Do Little to Boost Farm Equipment Sales

Research Question: Will lower input costs stemming from reduced potash prices lead to increased sales of farming equipment? By: David Franklin Companies: AGCO, ASX:BHP/BHP, CAT, CNH, DE, LNN,TYO:6326/KUBTY, VMI Click here to download the report (.pdf)   Summary of Findings The anticipated drop in potash pricing could help farmers reduce their crop production costs, but would not […]

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