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Industrial Goods & Services  // Browsing posts in Industrial Goods & Services

Rail Idea Proposal (CSX, KSU, NSC, UNP)

Rail Idea Proposal (CSX, KSU, NSC, UNP)

Will better rail service translate into more freight moving by rail? Report Available: September 24, 2020   Blueshift’s initial research found the rail industry is working to take share back from trucking, using Precision Scheduled Railroading to improve speed, on-time performance, and service to entice shippers to increase their use of rail. But not everyone […]

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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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Update: Grainger’s Growth Trend Will Continue, But Customer Acquisition Will Be Limited (GWW)

Research Question: Can Grainger sustain its first-quarter momentum through the rest of 2018? Is its price reduction initiative leading to an increase in new customers? Companies: AMZN, BRK.A/B, GWW, MSM By: David Franklin Click here to download report (.pdf)   Summary of Findings W. Grainger Inc. (GWW) will sustain its first-quarter momentum throughout 2018, according […]

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Few Signs of Synergies, New Products from Johnson Controls/Tyco Merger (JCI)

Research Question: Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Companies: EPA:SU, HON, IR, JCI, KRX:003550/003555, KRX:005930, LII, SIEGY, TYO:6367, TYO:6501, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Johnson Controls International plc (JCI) is not seeing any sales success with […]

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Grainger to Retain Biggest Accounts for Now But Will Add Few New Customers (GWW)

Research Question: Is W.W. Grainger’s price decrease helping it win more share of existing customers’ wallets? Will it help Grainger gain new customers? Companies: AMZN, BABA, EPA:AI, FAST, GPC, GWW, HD, LON:FERG, LOW, MSM, TYO:3064 By: David Franklin Click here to download report (.pdf)   Summary of Findings W. Grainger Inc. (GWW) can maintain and […]

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Acuity Will Prevail Long Term Despite Intense Competition and Price Erosion (AYI)

Research Question: Will Acuity Brands suffer as upstream LED lighting manufacturers move downstream? Companies: AYI, CREE, EPA:LR, ETN, ETR:OSR, GE, HUBB, KOSDAQ:0032500, KRX:005930/005935, LSCG, PHG, TYO:6502 By: Reverdy Johnson & David Franklin Click here to download report (.pdf)   Summary of Findings Acuity Brands Inc. (AYI) and the entire LED lighting industry are experiencing intense […]

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Johnson Controls Keeping Pace As Commercial HVAC Demand Builds (JCI)

Research Question: What is the current state of demand for applied commercial HVAC? Will Johnson Controls keep pace with its competitors in this sector? Companies: ABM, CBG, EME, HON, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYO:6367, TYO:6501, TYO:6502, TYO:6503, TYO:6702, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings […]

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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 Dealerships Forecast Some Sales Growth Despite Mild Start to Winter (PLOW)

Research Question: Will Douglas Dynamics’ Western and Fisher brands sell more snowplows than a year ago? Companies: PLOW, TTC By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Nearly half of Douglas Dynamics Inc.’s (PLOW) Western and Fisher dealers interviewed are optimistic they will see a year-to-year sales increase on snowplows […]

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Bidding Activity in Applied Commercial HVAC Remains Strong (JCI)

Research Question: How is applied commercial HVAC shaping up in the second half of the year? Companies: ABM, CBG, EME, IR, JCI, JLL, KRX:003550/003555, KRX:005930/005935, LII, SIEGY, TYC, TYO:6367, TYO:6501, TYO:6502, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings In an update to Blueshift Research’s 5 applied commercial […]

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