Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Industrial  // Browsing posts in Industrial

May 21 2020 Transportation

Trucking Industry Has Hit Bottom But Faces Long, Choppy Climb Back

Research Question: What will be the key early indicators the trucking industry is on the upswing after the coronavirus shutdown? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO, YRCW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings There are some signs […]

Read more...

Apr 06 2020 Services, Transportation

Trucking Industry Headed for Hard Times as Economy Shutters (CHRW, JBHT, LSTR, XPO)

Research Question: What are the immediate and longer-term impacts on the trucking industry from the coronavirus pandemic? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The trucking industry is in for a brutal reckoning […]

Read more...

No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]

Read more...

Americold Will Successfully Execute its Growth Strategies in a Hot Market (COLD)

Research Question: Can Americold execute its growth strategies to capture significant additional share in the cold storage warehouse industry? Companies: COLD, LW By: David Franklin Click here to download report (.pdf)   Summary of Findings Americold Realty Trust (COLD) will continue to execute its growth strategies of acquisition/consolidation, expansion at existing facilities, and greenfield development […]

Read more...

Americold Idea Proposal (COLD)

Americold Idea Proposal (COLD)

Can Americold execute its growth strategies to capture significant additional share in the cold-storage warehouse industry? Report Available: December 18, 2019   Blueshift’s initial research found demand for cold-storage warehousing increasing while the industry is consolidating. COLD and the top competitors in the space have been rolling up the industry with acquisitions and developing new […]

Read more...

Vicor Could Be Vulnerable on Price and Supply Chain Concerns (VICR)

Research Question: Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Companies: AMD, AMZN, BELFB, FB, GE, GOOG/GOOGL, IFNNY, INTC, MPWR, MRAAF, MSFT MXIM, NVDA, ON, STM, TW:2308, TXN, VICR By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

Read more...

Tech Trends: AWS Powers Amazon Logistics vs. FedEx, UPS, Postal Services

Research Question: Is Amazon expanding its global Prime delivery and logistics business using a similar blueprint to the one it developed to expand AWS in information technology? If so, is AWS’ scale helping Amazon speed up its attack on FedEx, UPS, national postal services, and other logistics companies? Companies: AMZN, FDX, GOOG/GOOGL, IBM, MSFT, UPS By: […]

Read more...

Cognex Faces Near-Term Challenges But Long-Term Gains in New Markets (CGNX)

Research Question: Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Companies: AMZN, BIT:DAL, CGNX, ETR:BSL, ETR:S9I, FLIR, GOOG/GOOGL, HON, IBM, INTC, MSFT, NATI, SHE:002415, TDY, TYO:6645, TYO:6758/SNE, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf)   Summary of Findings Cognex Corp.’s (CGNX) focus on […]

Read more...

Mixed Signals for Tax Law’s Effects on Capex

Research Question: Are companies increasing their capex as a result of more favorable expensing rules? Companies: BA, BRK.A/B, CAT, CVX, DWDP, GE, HON, IR, JBHT, MMM, SLB, SWK, VZ, XOM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Blueshift Research interviewed eight sources to assess the effects on capital spending […]

Read more...

Front-Loading and Supply Chain Shifts to Avoid Tariffs Could Challenge Grainger (GWW)

Research Question: Did MRO buyers front-load purchases ahead of tariffs? What does this mean for W.W. Grainger? Companies: AMZN, EPA:RXL, FAST, GPC, GWW, MSM By: David Frankin Click here to download report (.pdf)   Summary of Findings Four out of 12 MRO buyers front-loaded their purchasing ahead of tariffs. A sourcing consultant has witnessed some […]

Read more...