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Industrial  // Browsing posts in Industrial

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 […]

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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 […]

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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 […]

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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: […]

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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 […]

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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 […]

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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 […]

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Grainger Idea Proposal (GWW)

Grainger Idea Proposal (GWW)

Did MRO buyers front-load purchases ahead of tariffs? What does this mean for Grainger? Report Available: October 11, 2018   Blueshift’s initial research found MRO industry leader GWW having a great year. The company’s price reduction initiative, increased digital marketing, and improved ecommerce platforms are driving increasing purchase volume from existing accounts, inspiring inactive accounts […]

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Capital Investment Idea Proposal

Capital Investment Idea Proposal

Are companies increasing their capex spending as a result of more favorable expensing rules? Which industries are most affected?   Report Available: November 1, 2018   Blueshift’s initial research found potential incentives for capital spending in the major tax reform law approved last year. As companies develop their 2019 spending plans, the ability to fully expense […]

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Digital Freight Brokers’ Gains Still Slow and Incremental (CHRW, JBHT, XPO)

Research Question: Are digital platforms like Uber Freight and Convoy gaining momentum in their quest to disrupt traditional freight brokers such as C.H. Robinson and XPO Logistics? Companies: AMZN, CHRW, JBHT, KNX, UPS, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Digital freight-matching platforms continue to make inroads against […]

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