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Industrial  // Browsing posts in Industrial

Gun Enthusiasts Are Shooting First, Stockpiling Later

Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies: ATK, CAB, DKS, GD, OLN, RGR, SWHC, WMT By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Nine of 14 firing range personnel said customers/members are intent on shooting the ammunition they purchase and would use even more ammo if available. […]

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Ammunition Whisper

Ammunition Whisper

Research Question: Are gun enthusiasts shooting more ammunition or hoarding it? Companies Covered: Alliant Techsystems (ATK), Olin Corp. (OLN) Report Available: April 23, 2014   Blueshift’s initial research shows strong demand for consumer ammunition with increasingly tight inventory, though it remains unknown whether it is because of increased usage at shooting ranges or because of consumers holding […]

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U.S. Software Losing Market Share in Europe, China and Brazil; NSA Scandal an Excuse

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies: AAPL, AMZN, AOL, BBRY, CRM, CSCO, FB, GOOG, HKG:0992, IBM, INTC, JNPR, LON:BT.A, MSFT, ORCL, OTCMKTS:DTEGY, RAX, SAP SHE:002502, SYMC, TWTR, YHOO By: Susan Jennings Click here to download the report (.pdf)   Summary […]

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Gun, Ammo Sales Growth Rate Back to “Normal”

Research Question: Will concerns over gun legislation and low ammunition inventory lead to a slowdown in industry sales or spur continued strength in 2014? Companies: ATK, OLN, RGR, SWHC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Just two of 21 sources expect 2014 sales growth in firearms and ammunition to top […]

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ADT Whisper

ADT Whisper

Research Question: Are home security/monitoring solutions from cable and telco companies causing a significant drop in ADT’s business? Companies Covered: ADT Corporation (ADT), Comcast, (CMCSA), Time Warner Cable (TWC), Verizon (VZ), Honeywell (HON) Report Available: March 13, 2014   Blueshift’s initial research shows ADT’s market position potentially being eroded as increased competition from cable and telecommunication companies starts […]

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NSA Whisper

NSA Whisper

Research Question: Have government privacy and security issues with the NSA created long-term problems for American technology companies doing business outside the United States? Companies Covered: IBM (IBM), Cisco (CSCO), Google (GOOG), Microsoft (MSFT), Yahoo (YHOO), Facebook (FB), Apple (AAPL), Intel (INTC), Symantec Corp. (SYMC), Salesforce (CRM) Report Available: February 19, 2014   Blueshift’s initial research shows NSA […]

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Guns and Ammunition Whisper

Guns and Ammunition Whisper

Research Question: Will concerns over gun legislation and low ammunition inventory lead to a slowdown in sales or spur the industry to continued strength in 2014? Companies Covered: Sturm, Ruger & Co. (RGR), Smith-Wesson Holding Co. (SWHC), Alliant Techsystems (ATK), Olin Corp. (OLN) Report Available: February 14, 2014   Blueshift’s observations indicate continued strong sales of […]

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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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Broadridge Withstands Inveshare’s Efforts to Take Proxy Distribution Market

Research Question: Is Inveshare making progress with broker/dealers and taking proxy distribution business away from Broadridge? Companies: ASX:CPU, BR, MSCI, NTRS By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Inveshare Inc. has not made significant progress in taking proxy distribution business away from Broadridge Financial Solutions Inc. (BR). Four of 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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